Let’s be honest: you didn’t get into insurance to become a full-time content creator or mess around with complicated software, automation tools, or marketing funnels. Heck, you probably got into health insurance entirely by accident anyway, but that’s a post for another day.
The good news? You don’t need any tech skills to build a goldmine of leads on social media.
Social media prospecting for insurance is really just networking in your virtual neighborhood. It’s about building trust, showing up consistently, and reminding people that when open enrollment hits, or they are looking for new group health coverage (or life happens), you’re the friendly expert in their corner.
Here are 50+ fun, low-hanging-fruit social media tips you can start using today with no tech integration required!
50 Tips on How Insurance Brokers Can Use Social Media to Generate Leads
Step 1: Optimize Your Social Media Profile (Tips 1–8)
1. Ditch the Corporate Logo as Your Avatar
People buy from people, not logo blocks. Use a clear, smiling picture of your face.
2. Write Your Bio in Plain English
Skip the jargon. Try something simple: “Helping small business owners & families find health coverage without the headache. ☕ Coffee lover.”
3. Put Your Direct Number in Your Profile Bio
Don’t hide it behind landing pages or forms. Make it effortless for someone to call or text you immediately.
4. Use Your Cover Photo as a Billboard
Add a cover image with a simple text overlay: “Have questions about Open Enrollment? Send me a DM!”
5. Pin Your Best Intro Post
Write a post introducing yourself, why you love helping people get covered, and pin it to the top of your profile.
6. Set Up a Business Page (Keep Personal and Work Separate)
Keep your personal page for family photos and create a public page for your brokerage so clients know where to find expert advice.
7. Add Your Local City to Your Name or Bio
People prefer working with local brokers. Make sure your city and state are loud and clear.
8. Test Your Own Direct Message (DM) Link
Send a quick message to a friend to make sure your profile’s “Message” button works properly.
Step 2: Easy Content Ideas That Build Trust (Tips 9–18)
9. “Myth vs. Fact” Mondays
Share one common health insurance misconception in three sentences (e.g., “Myth: I can’t get coverage outside of Open Enrollment if I lose my job.”).
10. Answer One Client Question a Day
Every time a client asks you a question on the phone, type that exact question and answer into a quick post.
11. Share a “Win of the Week”
“Just saved a local family of four $300/month on their health plan while keeping their favorite doctor!” (Keep names private, of course).
12. Explain One Term or Acronym a Week
Deductible, Copay, Out-of-Pocket Max, HSA … break down one insurance buzzword so a middle schooler could understand it.
13. Post Important Deadline Reminders
Countdown to Open Enrollment or Medicare Advantage deadlines with simple text posts. People always forget dates.
14. Highlight Open Enrollment Milestones
“Only 10 days left to pick your health plan for next year!” High urgency drives fast DMs.
15. Share Important Health Care News Simply
If rate changes or new options hit the market, summarize what it means for everyday folks in two simple bullet points.
16. Create a “Doctor Visit Checklist”
Post three quick things people should ask their doctor before scheduling a major procedure to avoid unexpected bills.
17. Post Weekend/Personal Life Content
Share a picture of your pet, your backyard grill, or local weekend plans. Being human makes you approachable.
18. The “Did You Know?” Post
“Did you know preventative checkups are often covered by insurance at 100%?” Simple awareness creates massive value.
Step 3: Engagement and Networking Tips (Tips 19–27)
19. Wish 5 Connections Happy Birthday Every Day
Don’t just write “HBD.” Send a private message: “Happy Birthday! Hope you have an awesome day celebrating!” It reopens direct message threads naturally.
20. Comment on 5 Local Business Posts Daily
Compliment local coffee shops, accountants, or contractors. They have employees who need health coverage!
21. Welcome New Followers
Whenever someone follows your page, send a simple greeting: “Thanks for connecting! Let me know if you ever have questions about health coverage.”
22. Join 3 Local Community Facebook Groups
Search for groups in your town or neighborhood. Don’t spam — just be helpful when health/insurance topics pop up.
23. Use the Search Bar to Find Help Requests
Type keywords like “health insurance recommendation” or “looking for a broker” into Facebook or LinkedIn search filters.
24. Leave Meaningful Comments, Not Just Likes
A “Like” is easily ignored; a thoughtful two-sentence comment gets noticed by the poster and everyone reading it.
25. Support Local Business Owners
Tag local accountants, HR consultants, and financial advisors in posts. They are your best referral partners.
26. Offer Congratulations on Life Events
When connections post about getting married, having a baby, or starting a business, leave a warm comment. (These are also major qualifying life events for insurance!).
27. Acknowledge Job Changes on LinkedIn
When someone changes jobs, congratulate them and subtly remind them that transitioning coverage can be seamless.
Step 4: Simple Video Editing Tips (Tips 28–34)
28. The “Selfie Video” (No Editing Required)
Hold your phone up, talk for 30 seconds about one health insurance tip, and upload it immediately. Raw beats polished every time.
29. Show Your Desk/Work Environment
Take a photo of your messy desk during Open Enrollment with a caption: “Coffee cup #3… helping 5 more families get covered before sunset!”
30. Take Photos with Happy Clients (With Permission)
A simple selfie with a client holding a mug or signing paperwork builds instant social proof.
31. Video Q&A
Record a short video starting with: “The #1 question I got asked this week was…”
32. Behind-the-Scenes Prep
Show photos of you attending a training session or studying new plan options. It shows dedication to your craft.
33. Walk-and-Talk Tips
Take a one-minute video while walking your dog talking about preventative health habits.
34. Use Auto-Captions
When posting videos directly on Facebook or Instagram, toggle on the built-in auto-caption feature so people can watch without sound.
Step 5: Build Local Visibility in Your Community (Tips 35–42)
35. Shout Out Local Coffee Shops
Post a photo of your morning coffee: “Fueling up at [Local Cafe Name] before helping 3 local business owners review their health plans!”
36. Sponsor or Share Local Events
Share local charity 5Ks, school sports, or community fairs. Show you care about local health and community.
37. Host an Impromptu “Ask Me Anything”
Post a text graphic: “I’m sitting at my desk for the next hour answering any health insurance questions. Drop them below or DM me!”
38. Partner with a Local Accountant for a Joint Post
Ask a local CPA a quick question about tax advantages of health coverage (like HSAs) and tag them.
39. Tag the Location on Every Post
Always tag your city or local neighborhood when posting so nearby residents see your content.
40. Share Health & Wellness Tips
Post simple seasonal wellness reminders (staying hydrated in summer, flu season prep) to keep health top-of-mind.
41. Spotlight a Client’s Small Business
Highlight a local business you work with. They’ll love the free publicity and likely share your post with their audience.
42. Remind People You Serve Small Business Groups
Remind followers that health insurance isn’t just for individuals — you help local teams get group coverage too.
Step 6: Turn Engagement Into Leads (Tips 43–50)
43. The Simple “Raise Your Hand” Post
Post: “If you’re self-employed and paying way too much for health insurance, comment ‘HELP’ below and I’ll send you a quick message!”
44. Offer a Free 5-Minute Plan Review
Keep it low friction: “Send me a DM with your current plan details, and I’ll tell you in 5 minutes if you’re overpaying.”
45. Follow Up on Story Views
If someone views your Facebook or Instagram Story about open enrollment, send a soft message: “Hey [Name], thanks for viewing my story! Do you have any questions about this year’s plan changes?”
46. Use “Polls” in Facebook/Instagram Stories
Ask simple two-choice questions: “Is your health plan premium going up this year? [Yes / Not Sure]” DM anyone who votes!
47. Post Direct Text Testimonials
Copy/paste nice text messages or emails from happy clients into a simple post (scrub personal info first).
48. Create an “Open Enrollment Countdown”
Post a daily picture with a handwritten countdown number on a piece of paper or whiteboard.
49. Remind People You Don’t Charge a Fee
Many consumers don’t realize using a broker is free to them! Post: “Did you know working with an independent broker costs you $0 extra? My guidance is completely free.”
50. Always End Every Post with a Simple Call to Action
Never leave a post hanging. Always end with: “Got questions? Send me a direct message!” or “Call/Text me directly at [Phone Number].”
🎁 BONUS TIP: Build Instant Authority with Word & Brown (Tip #51)
51. The “WOW Week” Insight Drop 🧠
Every year, Word & Brown puts on its Week of Webinars (WOW), a top-tier training program packed with major insurance education updates, market trends, and industry insights.
Don’t keep that knowledge locked away! Right after you finish your favorite WOW course, hop on social media and do a quick three-bullet recap of what you learned.
Why this works:
• It positions you as an expert: Showing clients you continuously sharpen your skills builds immense trust.
• It simplifies complex topics: Translating high-level continuing education into bite-sized takeaways shows prospects you know how to make insurance easy to understand.
• It’s effortless content: The course material gives you an instant script!
Don’t Overthink This … Just Get Started
You don’t need fancy email sequences, expensive ad budgets, or complicated insurance software to get clients on social media. Pick two or three of these tips to start with today, stay consistent, and keep conversations friendly, simple, and helpful!
About the Author
Kalup Alexander is Digital Marketing Director for The Word & Brown Companies. He holds a Bachelor of Arts degree in New Media Communications and Marketing from Oregon State University. He has been at The Word & Brown Companies since 2014.
