Home › 3 Tips for Getting Clients for Your New Insurance Agency

So, you’ve been thinking about finally purchasing your own insurance agency. Or maybe you’ve already made up your mind and decided it’s definitely the right move for you right now. Taking that step can be stressful, but hopefully, you’ve decided to seek some help from an experienced insurance agency consulting practice.

Once you get started, how do you plan to recruit clients? Hopefully, you’ll be keeping most from the business you bought, but it’s extremely important to always be searching for more.

What is insurance agency consulting?

How Can I Recruit Clients?


If you’re starting out small, asking your current customers for referrals is a great way to expand your business. It can even help larger agencies because every customer counts. If you’ve retained a customer from the business you purchased, or if you’ve found a new one, ask them to tell their friends and family about their experience.

Digital Marketing

Marketing is a great way to get the word out to people who might be interested in your insurance agency. In fact, it’s a particularly valuable tool. A website, advertisements, and dedicated social media channels can target a specific demographic and location. Catering to a specific community can bring you the potential for numerous leads.

Finding a Niche

Speaking of targeting a specific demographic, finding a niche can be a smart move when you’re just starting out. It may be easier to narrow your focus than trying to branch out right away. Try choosing a certain kind of business that’s common in your area and become an expert in that field.

What is insurance agency consulting?

Need Help from a Trusted Insurance Agency Consulting Practice

At Energia Consulting Partners, your success is important to us. If you’re looking for an insurance agency to purchase, we can help you every step of the way. We also offer a new agency owner package to guide you toward your goals. Contact us today to get started!