How do I get insurance leads?

You can get insurance leads from past clients, referrals, your own ads or a supplier of insurance leads. Start with the cover you sell and the people your team can help. A list of names has less use than leads that fit that brief.

If you buy leads, name the cover types, client profile, areas and timing you need. Ask how contact details are checked, what the person asked for and what consent record you get. Check who else gets the lead, the price and the rules for bad leads before you start.

Have a broker ready to call and track the result. Count calls answered, meetings and sales for each cover type. The lead's answers help with the first call; your broker still needs to assess the client's needs. Start with a batch your team can handle, then review the fit.