Insurance agents wear more hats than the crowd at the Kentucky Derby. One minute you are a trusted advisor, the next you are a claims investigator, renewal chaser, community event sponsor, and occasional coffee-fetcher for yourself. With so many roles to play, it is no surprise that the small but crucial client touchpoints can get lost in the shuffle.

Why Small Gaps Cost Big Opportunities
In insurance, the “little” things are rarely little. Forget to follow up after a policy renewal and that client might start shopping around. Miss a chance to thank a customer for a referral and you might not get the next one. Skip posting online for a few months and people may assume you are no longer active. When those moments slip through the cracks, you are handing opportunities to someone else.

Turn Your Online Presence Into a Silent Salesperson
While you are knee-deep in policy changes and claim calls, your online presence can be quietly working for you if you invest in it. Here is where to focus:

1. A website that works as hard as you do. Mobile-friendly, easy to navigate, and filled with helpful, current information. Include FAQs, clear contact information, and even a quick quote form.
   
   
2. Google Reviews that shine. After every client interaction, send a short, friendly request for feedback. The more positive reviews you collect and respond to, the more trust you build before a client even calls you. (Pro Tip - Automate this outreach so you don't have to remember to ask each time!)
   
   
3. Social media with substance. Share quick tips, industry news, or even local community events. Staying visible makes you memorable.
   
   
4. Emails that add value. Send seasonal insurance tips, updates on coverage changes, thoughtful check-ins, or community highlights to keep clients engaged year-round.
   
   
5. Search engine visibility. Make sure your website has strong SEO so people searching for insurance in your area find you before they find a competitor.
   
   

Automate the Follow-Ups You Do Not Have Time For
Think of automation as your marketing sidekick. Birthday messages, renewal reminders, and policy check-in emails can be sent without you typing them one by one. Your clients feel remembered and cared for, and you do not have to add “full-time emailer” to your list of hats.

Keep Your Outreach Personal Without Losing Your Sanity
Not everything should be automated. A quick, personalized note when a client’s claim is approved or when you notice they have been with you for five years can go a long way. Mix the personal touches with smart automation to strike the perfect balance.

You Don’t Have to Do It All
The best insurance agents focus on building relationships, not chasing algorithms. Levitate helps you stay in front of clients, strengthen your online presence, and prevent valuable opportunities from slipping through the cracks. You focus on protecting clients. We will focus on making sure they remember exactly who to call.

Learn more about Levitate here or share your info below to book a quick demo!