How can Insurance Agents find more Clients on Social Media

How can insurance agents find more clients on social media

Are you an insurance agent and/or a financial advisor?
If you are, have you ever wondered how can you find more clients as an insurance agent or a financial advisor on Social Media today?

Today, we share with you some demographics profile of both Facebook and Instagram user age and gender groups on both the Facebook and Instagram Platform below from Napolean Cat.

Napolean Cat - Facebook Users in Singapore - May 2021

Napolean Cat - Instagram Users in Singapore - May 2021


There are 5 questions every insurance agent and financial advisors need to ask themselves.

In this video, I am going to walk you through what you’re missing out as an Insurance Agent on Social Media.

1. Ask yourself if you have knowledge to share as an Insurance Agent to help your customers make better and more informed decisions

- This is what I heard from my friend from Aviva, that Aviva investment/savings plans have better returns that Prudential but Prudential has better marketing.

- As we were having this conversation, I was thinking, there is so much more Insurance Agents can do, to position the products they stand for whether from AIA, Prudential, Aviva, etc.

We recently did a Live Zoom Webinar with 20+ insurance agents.
We hope more people can benefit on reaons to get started with Digital Marketing.

We also hold Free Webinars monthly, about Facebook, Instagram, TikTok, YouTube Marketing.
SUBSCRIBE to our Social Media Channels to stay notified via our
 Instagram & YouTube Pages :)

Here's one of my favourite stories when people feel its too late for them to get started on Social Media & Digital Marketing.
Watch this video if you feel you're late to the Social Media & Digital Marketing scene!

Subscribe to our YouTube to be notified #YouTubeChannel :D

If you are not using Social Media Marketing yet, you definitely need to get started with at least 1 social media platform.

Facebook, Instagram, YouTube or maybe even TikTok?

A big bulk of Singaporeans using Instagram are aged 20 to 44 years old. So if your audience age group is on Instagram, do get started with Instagram Marketing today!

Here is an Insurance Agent Instagram Account Case Study (The Good Things We Can Learn Together!):

We recently conducted a 1 Hour "Introduction to Instagram Marketing" Webinar:

How do you pick a Social Media platform?

  1. Choose a Social Media platform that your BEST customers are on. Is it Facebook, Instagram or LinkedIn?

  2. If you are about to say everyone is your customer, you will find it difficult to find sucssess on Social Media. Because, not everyone is your customer! 

  3. Ask yourself which Social Media platform are you most comfortable with, and you're able to create contents to help customers not to "Buy from you" but "Buy into you", see our Instagram post below.

For many of us, we might not have a very clear understanding of the difference between Sales & Marketing.

This is key to getting success with Social Media & Digital Marketing. We explain this in the video below.
Highly recommend that you watch this video about "What is Sales & Marketing?" before watching our pre-recorded Webinar below :)

Naturally, if you have knowledge to share as an Insurance Agent, the next question I have for you is:

- Are you willing to share the knowledge on Social Media?

- If you are willing to share these knowledge on Social Media, what’s stopping you?

Get started by creating your Facebook Business Page with the correct settings!

Some reasons why you should not use your Personal Facebook Account, and benefits of a Facebook Business Page:

As a financial adviser & insurance agent, we need to differentiate ourselves from our competitors, and figure out at least 3 to 5 Unique Selling Points (U.S.P.s) so that our customers find it easy to make a decision to purchase with us, or engage us for our services.

Here's a video where I share about how Peatix competes with a giant event platform EventBrite, and a checklist for you to map out your own U.S.P.s after understanding the example given in the video :)

You might say that you do not have time to create the graphics, but these are skills you can learn!

More than 50% of our Instagram Posts are designed with PowerPoint. Alternatively, you can try (It's FREE!)


Meanwhile, I am attaching some of our Instagram Posts designed with PowerPoint & Keynote below:


You might say you are not comfortable sharing these knowledge opening on social media, for the fear that competitors will do the same.

There will always be people who copy. But if we do not do what we need to do (share our knowledge), someone else will, and we will be at the bottom of the Social Media Marketing GAME.


You might be afraid of people stealing your ideas or the graphics you created for your social media accounts, and many other reasons (P.S. there are ways to protect your graphics with watermarks).

My point to you today is that if you DO NOT do it, someone else will.

If you DO NOT get started early (like right now), you will be the one losing the Social Media Marketing GAME of brand positioning, thought leader, etc.


I am telling you, not many has taken this approach and run with it yet. I am going to share with you some Instagram Accounts of Insurance Agents that are doing well, but I think there is a MUCH BIGGER potential to do better.


Don’t be late to the GAME. People who are late to the Social Media Marketing GAME, tend to find difficulty to position themselves differently.

This is a brand positioning and long term investment, as you might not see the returns immediately, and it might take 6 months to 12 months to get organic results.


What you need to know is that Social Media Marketing needs 3 things:

- Social Media Marketing Content Strategy

- Maximum Commitment

- Consistency


Create A Digital Elevator Pitch Video for Greater Brand Awareness with Institute for Adult Learning by Chief Digital Marketing Trainer - Charmaine Lee from Sky Digital Agency

Create eMarketing Tools for Lead Generation

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