Marketing also plays a large part in the day-to-day duties of an insurance agent. Successful insurance agents implement marketing strategies to promote new and current insurance policies. Marketing activities are also crucial to bringing new customers to your agency.
As an insurance agent, you develop relationships with prospective clients through networking and referrals. Those relationships are the bedrock of your business. You can develop a long-term base of clients through many channels, including referrals, cold calling, email, social media, and postal mailing. You can also present to groups at work-related gatherings or speak publicly at an insurance-related event. In addition to finding new clients, as an insurance agent, you must maintain relationships with existing clients. Your reputation as an insurance agent depends on you being a reliable first point of contact when your client needs to file a claim or increase their coverage due to major life events, like purchasing a new car or having a child.