Start with a simple model
Every client comes through the same four steps: someone becomes aware of you, they enquire, they meet you, and they decide. Getting more clients means improving one of those steps without breaking the others.
Most agents are limited by the second and third steps: not enough enquiries, and not enough meetings from the enquiries they get. Fix those first.
The main ways agents find clients
| Channel | Strengths | Watch out for |
|---|---|---|
| Referrals | High trust, higher close rate | Slow and unpredictable unless you ask systematically |
| Networking and events | Face-to-face, builds relationships | Time-heavy; results depend on who is in the room |
| Content and social | Builds authority and keeps you visible | Slow to compound; needs consistency |
| Meta ads | Targeted, measurable, scalable | Needs fast replies and follow-up to pay off |
| Search and Google ads | Reaches people who are actively looking | Competitive for broad terms |
| Bought leads | Fast to start | Often shared and stale; consent risk |
Most agents do best by combining one slow channel that builds trust (referrals or content) with one fast channel that adds volume (ads).
Speed decides who gets the meeting
When a person enquires, they are often asking more than one agent. Replying within minutes keeps you in the conversation. Replying the next day often loses it. An AI appointment setter can reply within seconds and book the meeting even when you are with another client or asleep.
Follow up on purpose
Many people reply once and then go quiet. That does not always mean no. A short, kind follow-up the next day brings back some of them. Decide your follow-up rule in advance: when, how many times and what you say, and then stick to it.
Using Meta ads well
- Pick one focus per campaign (ILP, retirement or protection).
- Make the offer low pressure, such as a free 30-minute face-to-face chat.
- Reply instantly and offer specific time slots.
- Judge success by cost per appointment and cost per case, not clicks.
Read more: Facebook and Instagram ads for insurance agents in Singapore.
A simple 30-day plan
- Week 1. Choose your focus. List your best referral sources and message each one personally.
- Week 2. Set up a fast reply process and decide your follow-up rule.
- Week 3. Start one campaign with a clear offer and a small budget.
- Week 4. Review: enquiries, appointments and cases. Keep what worked and change one thing.
Figures on this page are examples and estimates from Kaizen campaigns and agent reports. Your results depend on your market, offer, budget and how you handle each appointment.
Frequently asked questions
What is the fastest way to get insurance clients?
Paid ads can produce enquiries within one to two weeks, but only if you reply quickly and follow up. Referrals are slower but have a higher trust level.
How many appointments do I need to close a case?
It depends on your closing rate. Our FYC calculator lets you try different rates, for example 30 closes out of every 100 meetings is a 30% rate.
Should I buy leads?
Read buying leads versus owning them before you do.