5 Common Mistakes of Insurance Marketing: What to Avoid

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As an insurance agent, it may be a bit challenging to promote and sell your insurance. Whether it’s health insurance, life, auto, or home insurance, people may not easily and quickly believe what you have to offer. This is why you must incorporate more robust insurance marketing techniques.

Unfortunately, some insurance agents tend to make mistakes in insurance marketing that may push potential clients away. In this article, we will share five common insurance marketing mistakes you must avoid:

Mistake 1: Taking the DIY route without guidance

Sure, you may take the DIY approach in your insurance marketing all you want, but only if you have the knowledge, skills, expertise, and experience in the insurance industry. If you don’t, you must seek proper guidance from your mentors. They will help you promote the insurance effectively, incorporate the right content, and say the right things.

 Mistake 2: Making insurance things complicated

Understand that most people shun away from getting insurance because they don’t completely understand their benefits. As an insurance agent, your goal must be to help them see how insurance can benefit their lives in the long run. If you complicate things, you will just end up chasing them away. Keep in mind that that insurance itself is already complicated, so be sure to simplify everything!

 Mistake 3: Having no insurance branding

As with any form of marketing, branding is always part of the overall equation. In fact, you must have proper branding, especially if your insurance company already has the name and reputation in the industry. Know that people will only get insurance from companies they trust. So, whenever you do your insurance marketing, don’t forget to incorporate your brand!

 Mistake 4: Having inconsistent communication

As with any business pursuit, communication is the key to success. Whether you’re coming up with content pieces or interacting with potential clients, be sure they are all consistent. Once your clients determine that you are inconsistent with your information and gesture, they might not trust you. As a result, they won’t end up patronizing your insurance.

 Mistake 5: Treating prospected as mere profits

As an insurance agent, you are likely selling insurance because you need to earn a profit––that’s understandable! However, keep in mind that you have the sole responsibility to help your clients with your insurance offer. Your primary focus must be to help them out, and your profit will just follow. If you focus more on what they need more than what you can earn, it will pay off in the long run, and it will be a win-win situation for both of you!

Here at Exclusive Marketing Agency, we offer marketing services for mortgage, insurance, and other financial sectors. Our goal is to not only help you close an insurance deal but also help the clients get what they need. If you want to avoid some common insurance marketing mistakes, we can help you out!


At this point, you now know what mistakes to avoid in insurance marketing. To that end, be sure to consider all the valuable information discussed above. Better yet, you must remember to seek proper guidance, simplify insurance concepts, incorporate your branding, have consistent communication, and treat your clients like family. With all these key steps, you’ll be able to kick your insurance marketing up a notch!

We’re a digital marketing agency in San Diego, CA, catering to small and medium-sized companies in the mortgage, insurance, and financial advisory industries. If you need help in marketing to promote your insurance, schedule a call with us today to get started!

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