How to Get Insurance Clients Online
Published on November 08, 2024by Botster
“How to get clients for insurance business” is a question I’ve seen and heard people ask many times in conferences, forums, and everything in between.
And I understand. Lead generation is not child’s play. Finding good leads in any industry requires a combination of the right tools and strategies. And insurance is not any different.
You know what’s different though? This guide you just landed on.
This is not like any garbage you’ve read on Reddit or Quora where they tell you to just buy a mailing list and blast them with your promotional emails.
No. Here, I will show you the best ways to get clients prospects in insurance and actually introduce you to the tools you’ll need to find them, extract their contact details, and even check if the contact info is valid before your outreach.
Stick with me for the next few minutes, and you’ll learn the strategy that can turn things around for your business.
From this step-by-step guide on how to find clients as an insurance agent, you’ll learn:
- How to get clients as an insurance agent on Google Maps
- How to extract their contact details for your insurance client data sheet
- How to get clients for insurance directly from LinkedIn
If you’d rather watch a video than read the full text, here’s a quick video guide I made for this article:
By the end of this comprehensive guide on how to get clients as insurance agent, you will have learned all you need to make a list of prospective clients for your firm in a database like this:
To put things in perspective and help you learn this strategy a lot more easily, I’ll use the automated bots I promised to show you to make a database of retail companies as well as individual professionals in Dallas, Texas.
This way, whether you’re interested in B2B clients only, B2C clients only, or both, you can easily follow this guide and find clients for your business.
In case you were wondering, I'd like to let you know that these bots can find any type of business or profession at any location you want, not just retail and not only in Dallas.
So if you’re interested in how to find insurance clients in any other location or you’d prefer to work with clients from another specific industry, simply change the input values as needed.
For example, where I use retail, you might use HVAC contractors or any keyword that describes your target businesses. And where I use Dallas, you might enter Phoenix if that’s where you’d like your clients to come from.
Now that we got all that down, let’s get to business!
How do insurance agents get clients? COMPANY search
Before getting the exact steps of how to get insurance clients in USA, I’d like to answer one common question I’ve heard people ask many times: Which companies need insurance the most?
Well, here’s the answer:
- Retail Stores: Retail businesses are exposed to multiple risks, including property damage, theft, liability claims from customers, and employee-related injuries. Business interruption insurance is also crucial for retailers, as any incident that forces a temporary closure can impact their revenue significantly.
- Construction Companies: Due to the high level of risk in their operations — such as on-site accidents, equipment damage, or injury to third parties — construction companies often need various insurance types. These include general liability insurance, workers' compensation, and builder's risk insurance to cover projects from start to completion.
- Healthcare Providers (e.g., clinics and hospitals): Healthcare businesses face high risks of malpractice lawsuits, as well as other liabilities from patient injuries or property damage. Malpractice insurance is essential, alongside general liability and property insurance, to safeguard their operations.
Another insurance-related question I often hear is whether forcing a client to buy insurance from a particular lender is legal or not.
Although there are cases in which a lender or service provider may require a client to purchase insurance through a specific insurer, you as an insurer cannot force anybody to buy insurance from you.
Without further ado, let’s see how we can use these insurance client database software bots to make a custom database of potential businesses you can contact and offer insurance services.
Step 1 of the client building process: Insurance clientele search on Google Maps
The first bot I’d like to show you in this guide is known as the Google Maps Scraper, a super bot that is designed to export a list of companies and businesses in a city based on a keyword you provide.
This bot can extract up to 200 businesses along with their contact info such as addresses and phone numbers in a single run, and it is so perfectly designed that it exports the data into a spreadsheet file so you can download it to your computer for analysis.
To gain access to the Google Maps Scraper and start exporting clientele insurance contact details, you must first create a free account on Botster (no credit card required):
Registration is fast and will take you less than 2 minutes. Once your account is registered, verify your email address (you’ll need it later) and follow the steps below to export a list of retail businesses in Dallas, Texas using this client database software for insurance agents:
- Open the Google Maps Scraper’s page by clicking on “Start bot”:
- Name your job and set a folder if you wish. (I’ll name my job “Retail in Dallas”):
- Next, enter one or more keywords that can help find your target businesses. You can use synonyms (e.g. hospital and health center) to increase your results. Although the bot can take up to 1k keywords at once, I recommend targeting one industry per search and limiting your synonyms to limit duplicate results:
- Next, select how many results you want from the search, i.e., how many companies you’d like to have on your list, e.g. 100:
- Next, enter the city you’re targeting and select it in the suggestions:
- Now set up notifications and ensure you tick "Attach results to email" (ensure your email is verified):
- Now click on “Start this bot”:
And there you go! That’s how to get clients in insurance in any target city of your choice.
Easy peasy!
Now, you only need to wait about one minute for the bot to gather your results.
Video guide
You can also watch a video guide showing how to use the Google Maps Scraper below:
Results
Once you start the Google Maps Scraper, the “My jobs” page will open and you’ll see the bot running. Once the bot is done, you can download the file to your computer for analysis which should give you this:
There goes how insurance agents find clients — solid lead gen software combined with a simple strategy.
Tips
- First, I’ll recommend using the extracted company websites to find their emails with the Phone, Email and Contact Scraper as described in step 2 below.
- Also, you can use the Google Maps by Radius Finder for a radius-based search to target businesses around your physical location:
- Launch the Google Maps by Radius Finder's start page
- Enter your search keyword (e.g. retail)
- Enter a radius in meters (e.g. 5000)
- Enter a start point (e.g. your physical location or close landmark)
- Start the bot
- Read this comprehensive guide where I answered the question “how do insurance companies generate leads?” for lead generation strategies peculiar to insurance companies.
Step 2: How to find insurance clients’ contacts
Now to the second step in this guide on how to get more clients as an insurance agent. We’ve already found the addresses and phone numbers of these businesses, but still need their email addresses and will also see if we can get some alternative numbers to call if the original one doesn’t connect.
The best part is that I have just the right tool for that. It’s called the Phone, Email and Contact Scraper!
The Phone, Email and Contact Scraper is an automated bot designed for smooth contact info extraction. It will export email addresses and phone numbers from a list of websites you provide in bulk.
Here’s how to get new insurance clients’ contact info using the Phone, Email and Contact Scraper:
- Launch the Phone, Email and Contact Scraper’s start page and name your job.
- Go to the results we got from the previous bot and copy the data under “Website”. Edit the links to leave only the homepage URLs and paste them into the bot:
- Set the tool to scrape phone numbers and email addresses by ticking the like-named checkboxes:
- Select how many pages the Phone, Email and Contact Scraper should crawl to find contact info:
- You can leave the other fields empty and launch the bot into action right away!
And that’s it! If you’ve ever pondered on the question “How do insurance agents find clients' contact details?”, this is your answer!
Video Guide
I also have a video guide for this tool. You can watch it below:
Results
Opening the result file from the Phone, Email, and Contact Scraper in Excel should look similar to this:
Tips
- First, you can use the extracted phone numbers for cold calling or bulk messaging.
- You can also use the extracted emails for bulk email marketing. The emails with proper names rather than “info” or “support” work best.
- Read my guide on how to build a B2B database business leads & company contacts for more lead generation and marketing strategies you can explore.
How to find clients for insurance? PEOPLE search
Now to the final stage of this deep-dive guide on how to get more insurance clients, let’s see how you can export prospective individuals and professionals for a second insurance outreach database.
Which people need insurance the most, e.g. life insurance?
- Base Jumpers: Life insurance is crucial for base jumpers, especially if they have dependents or family members who rely on their income. They engage in activities with a high level of danger, making them more likely to face injury or fatal accidents.
- Pilots: Pilots, especially those in commercial or private aviation, face a higher risk due to the inherent dangers of flying. In the event of an accident, life insurance can provide financial support to their dependents.
- Firefighters: Firefighters face high risks as they respond to emergencies like fires, hazardous materials spills, and natural disasters. The physical demands and the risk of injury or death make life insurance an important consideration for them.
Quickly, let’s see how to get more clients as an insurance agent by contacting people in one of these high-risk professions.
The best way to get insurance clients for email outreach
To find professionals whom you can contact for your insurance services, I'll recommend using the LinkedIn Email Miner.
The LinkedIn Email Miner is an automated bot that can help you find and engage insurance clients in a matter of minutes. It is built with LinkedIn in mind and designed to scan the web for a single keyword you provide and extract profiles related to that keyword as well as their email addresses.
The best part is that setting up the LinkedIn Email Miner won’t even take up to a minute.
Start your stopwatch if you don’t believe me! ⏱️
- Launch the LinkedIn Email Miner's start page and name your job like we did earlier.
- Next, enter your search keyword. Mine is “base jumper”:
- Enter your target location. I’m targeting Dallas:
- Enter one or more email masks:
- Launch the bot into action and that’s it! You’re done.
Did that take a minute? It certainly didn’t!
And that’s how to get more clients in insurance. Simple. Straightforward. Effective.
Video guide
I’ve also made a short video demonstrating how to use this bot. Take a minute to watch it below:
Results
In just about a minute, your results from the LinkedIn Email Miner should be ready for download. Viewing them in Excel should give you something similar to this:
Tips
- First, I’ll recommend validating the extracted emails using the Email Validator.
- Use the valid email addresses for bulk emailing.
- Read my full breakdown guide on how to get LinkedIn email addresses for a more detailed guide on how to use this bot and more LinkedIn extraction tactics.
Free trial for the insurance client database creation tools
That’s it for how to get clients for insurance business in bulk using smart automated bots. The tools. The strategy. All complete. 👌
At this point, many people would want to keep searching in hopes of finding a “magic wand” they could wave to fill up their client list, but believe me when I say that this guide is the closest thing to a magic wand you can find.
Your next step right now should be to take action and apply the strategies you just learned to get the clients you want. Not further research.
To help you quickly get started with your client prospecting insurance process, Botster is offering a 7-day free trial period which gives you full access to the 100+ bots available on the platform.
This means you can open a free Botster account right now and grab over 100 leads in the next 5 to 10 minutes without even dropping your credit card details.
The best part is that even when the free trial is over, the bots I just showed you above cost so little you won’t even feel it. Combined, these bots cost about the same as a pack of paper folders, yet their benefits are much more enormous.
Let nothing hold you back any longer. Create a free Botster account and start prospecting insurance clients right away!
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