Marketing Ideas to Become a Successful Insurance Agent in 2026

Being an insurance agent isn’t just about selling policies. It’s about building trust, staying visible, and being the first person someone thinks of when they need help. But if you're stuck using the same old tactics or just relying on referrals, it can feel like your growth has hit a wall.

The truth is, getting in front of the right people in 2026 takes a little creativity and a lot of consistency. Whether you’re brand new or looking to level up, here are a few ways to get noticed, stay relevant, and become the kind of insurance agent people don’t forget.

Start With Your People

Your current clients, neighbors, and even friends are where your marketing should begin. A quick, personal check-in via email or text can go a long way. Something as simple as:

• "Hey Sarah, it's been a while since we reviewed your policy. Want to take a look together next week?"
• "Just checking in to make sure everything's still working great with your coverage."
• "It's open enrollment season – happy to walk you through any changes if you need."

These don’t feel like sales pitches. They feel like real conversations. And that’s what keeps you top of mind.

Turn Social Media Into a Local Billboard

You don’t need to be an influencer. You just need to have a presence. A few posts a week, or a month, that highlight the real-life parts of what you do can make a big difference. Think:

• A customer success story (with permission)
• A short video explaining one thing most people get wrong about renters insurance.
• A shout-out to a local business or community event you're part of.

When your community sees you consistently showing up, you become more than just a name on a business card.

Ask for Referrals the Right Way

Referrals are still one of the most powerful ways to grow your book of business, but how you ask for them matters. You want your clients to feel appreciated, not pressured.

Here’s an email from Levitate’s referral library that strikes the right tone:

Hi [First Name],

I hope all is well for you and your family!

I wanted to send a quick note asking you to kindly keep us in mind should anyone in your network be in need of insurance coverage or guidance. I'm always happy to help.

We work heavily off of referrals, so we always make a point of asking our great clients if they know anyone.

Stay well,

Stay Consistent With Your Follow-Ups

A lot of insurance agents lose momentum because they don't have a clear way to stay in touch. Building trust over time with simple, friendly check-ins is what helps you stay top of mind.

Tools like Levitate help you keep those touchpoints going without turning into spam. You can schedule birthday check-ins, policy review reminders, and even quick notes just to say hi.

Ready to Grow Your Book Without the Burnout?

You don’t have to be everywhere or do everything. But the agents who win are the ones who keep showing up in personal, helpful ways. That’s what makes someone want to work with you, and stay with you.

If you want to build stronger relationships and stop chasing cold leads, Levitate can help. Book a demo to see how we make relationship-based marketing simple, scalable, and personal.