top of page

Marketing Checklist for Independent Insurance Agents and Brokers

Selling insurance can be a challenging business. Whether you’re in the personal, commercial or specialty lines of business, or a combination of them, there are many challenges to growing and maintaining a solid book of business.

With this in mind, we have developed a marketing checklist expressly for independent insurance agents and brokers. This checklist assumes that your independent insurance agency or brokerage has been in business for several years and is not brand new. This means you have many happy clients, you have a somewhat established name, you have a website and a couple of employees. We are also assuming that you are either looking to expand the business or you want to rethink your marketing to take your business to a whole new level. Either way, you are looking for some tips and tricks to shake things up and produce some results.

If that’s the case, this Marketing Checklist for Independent Insurance Agents and Brokers is for you. This applies whether you are focused on personal or commercial lines or both. This guide will help you evaluate several key elements of your marketing, and help you pinpoint where your marketing may benefit from some new thinking.

Here you go:


bottom of page