Skip to main content ↓

As a financial insurance provider, you help protect businesses from financial challenges so they can grow and thrive in today’s market. To find success yourself, you need to expand your reach, discover new clients, and boost revenue.

Generating leads is the process that turns strangers to your business into loyal customers. Check out the best lead generation practices for your financial insurance agency with this article, and then get in touch with the digital marketing experts at WebFX to implement them today!

What is lead generation?

Leads include anyone who has expressed an interest in your business. If you’re a financial insurance company, your leads might be entrepreneurial individuals who are simply interested in learning more about what you offer or serious businesses actively looking for an insurance provider.

Your goal with lead generation is to create as much interest as possible — and then encourage those leads to take action and become clients. The more leads you have, the greater your opportunity for growth.

Lead generation encompasses a wide range of tactics that typically focus on drawing more visitors to your website. 

Generating leads with buyer personas

The first step in finding new leads for your insurance business is determining who you want to reach. Not everyone is looking for financial insurance for themselves or their business, so casting too wide of a net may be a waste of your time and resources. 

You can identify your most likely prospects by developing buyer personas — fictional characters who represent your real audience. These personas should be specific and based on your ideal customer’s demographics, pain points, and unique aspirations so you can focus your marketing efforts.

For example, a buyer persona for your insurance business might be John, a business owner who is 40-50 years old, frequently uses LinkedIn and Facebook, and is interested in whether his company needs financial insurance. Since you know the social media platforms John uses and the content he’s looking for, you can narrow your efforts to the places they’ll count.

7 lead generation best practices you can use today

Once you have your buyer personas in mind, you can use lead generation tactics to target the audiences they represent. Learn more about seven of the top strategies we recommend to attract new customers.

1. Search engine optimization

While people use search engines every day to find information about anything and everything, they rarely go beyond the first page of results — or even the first few links. Getting your website into those coveted top spots is the goal of search engine optimization (SEO), a fundamental strategy for any website.

SEO is about enhancing your website’s usefulness for both readers and search engines. It includes using relevant keywords throughout the site’s content so people can find you, publishing valuable information they’ll want to read, and making design choices that improve the user experience.

2. Content marketing

Most Internet searchers are looking for an answer to their questions. They might not know your name at the start of their search, but if your website provides the information they’re looking for in a way they like, they’ll surely remember you next time. That’s why publishing original, unique content is a valuable lead generation strategy.

You can build out service pages that explain what you do or write blog posts that answer typical client questions and discuss industry trends. Creating fresh content and publishing it regularly establishes your site as an authority in the eyes of search engines like Google and readers alike.

3. Web design

Writing original content that keeps leads coming back for more isn’t enough if they can’t navigate your website! Web design encompasses every aspect of your site’s appearance and functionality, from the fonts, colors, and images you use to how quickly it loads.

Site visitors value their time, and they won’t stay on a site that takes more than a few seconds to load or is too complicated to navigate easily. Create a navigation bar at the top of your site that lets users find what they need with no fuss. You should also make sure your pages are aesthetically pleasing and complement your brand’s style.

4. Email marketing

Emails are an excellent way to reconnect with leads who have already expressed interest in your business. If they’ve given you their email, the ball is in your court. Now it’s time to reach out and remind them why they connected with you in the first place and what else you can offer.

5. Social media

Since billions of people use social media every day, these platforms offer endless opportunities for generating new leads. Using your buyer personas, you can determine which social media sites your potential customers are most likely to use, like Facebook or LinkedIn.

Post regularly and engage with users to establish a presence for yourself. Interested leads will follow you and even visit your website to learn more about your services.

6. Paid advertising

While organic methods like SEO and content marketing are effective, they work gradually. If you’re looking for more immediate results, budget for paid advertising methods like pay-per-click (PPC). PPC puts your site at the top of search engine results pages and other ad spaces, and you’ll only pay when someone clicks your link.

Getting your site in front of more eyes is a surefire way to generate more leads.

7. Creative outreach

Don’t be afraid to think outside the box when generating leads. Thinking creatively will help you connect with like-minded individuals and businesses interested in your services.

You can offer unique incentives to encourage people to learn more about your business and stay in touch. For example, signing up for a newsletter could come with unique perks and early access to your latest offerings. Set yourself apart from the competition and leave a lasting impression to convince leads to choose your insurance services.

Meet WebFX:

Your world-class, tech-enabled marketing agency with over 1.6 million hours of combined expertise.

cta38 img

Generate new leads with WebFX today

Lead generation requires thorough research and commitment. If your financial insurance business is looking for help attracting new clients, boosting traffic to your site, and increasing revenue, WebFX is ready to partner with you today.

At WebFX, we have the digital marketing expertise to take your business to the next level. Get in touch with one of our experts at 888-601-5359 to learn more and get started!

We Drive Results for Financial Insurance Companies

  • Dedicated account manager backed by 500+ digital experts
  • Renowned for our communication and transparency

Get a Quote

dots background

author image

background shape

Explore our insurance case studies

Read our case studies for a more in-depth look at our results.

Merrimack Valley Psychological


Revenue in 6 months



Decrease in cost per lead

Healthcare Administrative Partners


Increase in email subscribers



Get a free proposal

Solving key challenges for financial insurance

Our website isn’t driving enough traffic

Drive more qualified traffic to your website with digital marketing strategies designed to boost your online visibility and brand awareness.

Website icon.

We’re not attracting new clients

Keep a steady stream of clients coming through your doors with personalized marketing plans from WebFX designed to attract high-value leads to your business.

Marketing icon with flame.

We’re struggling to sell the new services we offer

Having trouble getting prospects to invest in your new insurance services? Get your services in front of the people who are actively searching for them with WebFX.

Branch icon of a storefront.

We aren’t retaining clients

It costs more money to attract new clients than it does to retain them. Enjoy massive cost savings and more revenue with marketing plans designed to foster client loyalty and long-term relationships.

Target icon with archery arrow hitting target.