Marketing/Sales Training for Insurance Agents in 2022

"Delivering the knowledge you need to succeed."

You should never only focus on selling insurance as a substitute for marketing.

Yes, selling is vital, but think of it this way.

Having a more extensive, ever-filling pipeline of leads can result in better and obviously more sales.

To be an effective insurance sales agent, you need to have strong sales skills and training in proven marketing techniques.

Whether you are a new agent in the industry or a seasoned veteran, it is vital to stay up-to-date with the latest trends in sales and marketing so that your efforts are always focused on bringing in new leads and closing more deals.

The insurance sales landscape has changed a lot in recent years and will continue to change.

It is more important than ever to have a solid understanding of how to market insurance products and services so that you can stay ahead of the curve and continue to grow your business.

In this article, we will look at some insurance marketing training that can help you take your insurance sales to the next level.

Good marketing makes selling insurance easier

If you want to be successful in insurance sales, you need to understand marketing.

Marketing will help you generate leads and get potential customers interested in what you have to offer.

The better your marketing skills, the easier it will be to sell insurance.

There are many different aspects of marketing, but some of the most important things you need to understand are:

  • How to target your audience
  • What type of message will resonate with prospects
  • How to create effective insurance marketing materials
  • How to use digital marketing tools to reach more people

Once you have a good understanding of these things, you can start to focus on building your life insurance sales pipeline and closing more deals.

If you are serious about being a successful insurance agent, investing in insurance sales training and marketing is essential.

Many insurance companies put much of their focus on selling insurance and don’t invest enough in marketing.

As a result, their sales teams are often not as effective as they could be.

Investing in insurance marketing training will help you understand how to generate leads and market insurance products effectively.

Most prospects conduct much of their own research online before talking to an insurance agent.

This means that it is essential to have a solid online presence and be able to generate leads through digital marketing channels.

Some insurance marketing training programs will teach you how to:

If you want to be successful in insurance sales, then it is essential that you understand how to generate leads online.

Later in this article, I’ll explain why an online presence will be more critical than ever in the future.

How to sell insurance with better marketing

You can educate and build trust with potential insurance clients with marketing, making it easier to sell insurance and close deals.

Speak To The Right People

One critical sales skill to focus on when selling insurance is finding the right target market. This means identifying and understanding the needs of your potential clients so that you can tailor your marketing efforts to speak directly to those needs.

Many insurance salespeople make the mistake of trying to sell insurance to everyone without taking the time to identify their ideal target market.

This is a recipe for disaster, as you will end up wasting a lot of time and money reaching out to people who are not interested in what you have to offer.

Personal Branding

Another crucial sales skill for insurance sales is personal branding.

This involves creating a distinct and memorable image for yourself and your insurance products to stand out from the competition and are top of mind when potential clients are looking to purchase life insurance.

This doesn’t mean you have to dance on Tik Tok or be a part of the latest trends.

It’sIt’s simply finding out a way that’s authentic to you and one you can maintain to stay in front of your clients and potential clients.

Some effective strategies for personal branding include using social media to showcase insurance products, participating in industry events and conferences, and developing thought leadership through blog posts and other content marketing activities.

If you stay focused on these sales skills and use effective tactics for your online presence, you can fill your pipeline with people that feel like they already know you.

Building trust becomes a lot easier if they feel like they know you, which is essential in the insurance industry for better sales results.


Most insurance agents understand that consumers go to Google for fact-finding when interested in insurance products.

And still, most agents lack a plan when it comes to their online visibility and Google ranking.

When you put time into improving your insurance agency’s discoverability, you’re increasing the chances that potential clients will find you online when they are researching insurance products.

For sales managers, or an insurance agency owner looking to improve sales agency-wide, focus on these key areas to insurance sales success in 2020 and beyond.

By improving your online presence, you’ll be able to reach a high volume of people, build trust faster, and increase win rates.

Reviews/ Testimonials

This is a challenge for new agents, but the sooner you build a strong portfolio of insurance reviews, the better.

To start, make sure you regularly ask your clients for feedback on their insurance experience and how it can be improved.

Showcasing positive reviews will increase your success rate and help fill your pipeline.

Consumers nowadays use reviews and testimonials rely on reviews to make purchase decisions.

When was the last time you bought a book from Amazon without reading the reviews or getting a recommendation?

More on recommendations later!

Insurance sales professionals can effectively connect with their ideal clients and close more deals with the right marketing strategies in place. Whether you are new to insurance sales or looking to improve your existing

It is essential to have a system that allows you to collect and showcase reviews from your happiest customers.

Referral Program

An agent’s insurance sales skills can be subpar if the prospect has the recommendation of a friend.

It’s essential to focus on building solid relationships with your clients. This means going the extra mile for them and providing genuine support throughout their insurance journey.

One effective way to do this is through an insurance referral program.

A referral program is a great way to show your appreciation for your client’s business and encourage them to spread the word about your insurance products and services.

With a referral program in place, you can easily track how many new leads and sales are generated from client referrals.

This is valuable information that can help you adjust your insurance marketing strategies to get even more referrals in the future.

Referral programs are a great way to increase business and build long-lasting relationships with clients when it comes to insurance sales.

Thought Leadership

As with any sales profession, it’s essential to be seen as an expert in your industry with insurance sales.

This can be done by establishing yourself as someone knowledgeable about insurance products and trends and regularly sharing your insights with your audience.

One powerful way to do this is through thought leadership content like blog posts, whitepapers, case studies, webinars, etc.

By positioning yourself as a thought leader in insurance sales, you can build credibility with potential clients and set your insurance agency as an industry leader.

Create Content Machines

This is where many insurance companies fall short and miss a massive opportunity to give value and build confidence among potential clients.

It takes hard work, but building content machines can give your team the ability to develop insurance sales content and online training that works for you 24/7.

Some of the best insurance sales professionals can produce new content at least once per week, which is essential for staying top-of-mind with potential clients and improving sales results.

If you’re looking to take your insurance sales skills to the next level, it’s time to start creating content machines that will help you grow your business and reach more people.

Remember that success is about perseverance and consistency in whatever strategies you implement in your insurance sales strategy.

Our number one recommendation for insurance agents and agencies is SEO. This is because you likely already have a website, and by creating the correct type of optimized content, you can reach more potential clients, which will lead to more sales.

So whether you’re looking to improve your insurance sales skills or implement a marketing strategy, focus on creating high-quality content that resonates with your ideal clients and positions you as an expert in your field.

Prepare for the digital shift

More and more consumers prefer a digital-first experience. As a result, insurance agents need to learn and incorporate online sales training.

Insurance sales agents that are able to provide a digital-first insurance experience will have a significant advantage over those who don’t.

Your insurance sales trainer and sales organization need to make sure you are keeping up with the latest technology and trends in order to drive sales results for your team.

This means investing in marketing consultants, online insurance sales courses, software tools, and other resources that can help your agency stay competitive.

In addition to this, it’s essential to focus on building a solid online presence through social media and content marketing. By positioning yourself as an insurance expert online, you can connect with potential clients in a meaningful way and build trust before they even meet with you.

So if you’re looking to prepare for the digital shift in insurance sales, make sure your agency invests in the right tools and resources to stay ahead of the curve.

And above all else, recognize that insurance sales is a dynamic and ever-changing field, and you need to be constantly evolving in order to succeed.

Soon, that will be shifting to digital alternatives for previously traditional face-to-face interactions.

The Perfect Combination For an Insurance Business

Marketing and insurance sales training for agents is by far the best way to fuel short and long-term growth.

Insurance sales professionals are an essential part of the process, but without incorporating marketing training programs as well, insurance businesses won’t be able to reach their full potential.

Marketing training teaches insurance agents how to effectively communicate with customers, create compelling content, and optimize digital marketing strategies to help them stand out from their competitors.

In addition to this, insurance sales training focuses on teaching insurance agents critical skills needed for selling insurance successfully, provides training materials, and offers support for insurance agents in developing a sales process that will drive results.

In short, the perfect combination of training for insurance agents includes marketing and sales training, which together create the ultimate recipe for success.

So if you’re an insurance agent looking to grow your business and improve your sales results, make sure to incorporate both of these essential insurance sales training programs into your business plan.

Get Marketing Training for Your Team

If you’re an insurance agency owner or insurance sales manager, you understand the importance of insurance sales training for your team. But what about marketing training?

Your insurance agency must have a solid online presence to stay competitive in today’s digital world. And in order to achieve this, you need to make sure that your insurance sales team is equipped with the skills and knowledge necessary for building an effective online presence.

That’s where marketing training comes in. This type of training provides insurance sales professionals with the tools, techniques, and strategies to successfully engage with potential customers online and drive sales results.

Contact us if you’d like to work with a marketing professional that can help improve sales using marketing techniques such as SEO, Content Creation, and LinkedIn Growth.

Training for insurance agents FAQ

Why are insurance sales so hard?

Insurance selling can be a tough job for a number of reasons. One major factor is that insurance agents often need to approach and speak with total strangers, which can feel uncomfortable and intimidating for many people.

Additionally, insurance sales require a high degree of knowledge, expertise, and analytical skills in order to understand insurance policies and assess the needs of potential clients.

The level of training for insurance sales agents varies wildly, and the best sales skills are usually developed from an agency-based insurance sales training program. These programs focus on building knowledge and expertise and providing practical tools and resources to help insurance agents succeed in the field.

What skills do insurance agents need for success?

Insurance sales agents need many different skills for success in this competitive industry. Some key skills include excellent communication, strong people skills, analytical and critical thinking, and a deep understanding of insurance policies.

In addition to these insurance sales skills, it’s also essential for insurance agents to stay up-to-date on the latest technology and trends so that they can effectively sell insurance in the digital age.

How do I get better at insurance sales?

Take advantage of all the training that your agency provides. Insurance sales agents should also lean on their sales managers and not try to go it alone.

In addition, insurance agents need to focus on building a solid online presence through social media and content marketing. By positioning yourself as an insurance expert online, you can connect with potential clients in a meaningful way and build trust before they even meet with you.

Also, work on improving your people skills and giving yourself a 75% advantage over most other agents.

What is the insurance sales process?

The insurance sales process typically involves six steps:

1. Prospecting: agents identify prospects through various methods, such as networking, referrals, and online research.

2. Initial contact: agents make initial contact with potential customers to introduce themselves and their agency.

3. Needs analysis: agents assess the needs of potential customers by asking questions and listening carefully to their answers.

4. Solution presentation: agents present solutions tailored to the needs of potential customers.

5. Objection handling: agents address any objections or concerns that potential customers may have about the presented insurance solutions.

6. Closing: agents close the sale by asking for the business and completing any necessary paperwork.