Marketing yourself as a health insurance agent is crucial, especially if you are nearing the open enrollment period. The time before is a prime opportunity to connect with potential and showcase your expertise. Effective marketing will help you stand out amongst your competitors and build trust and credibility with your clients to ensure they choose you.
However, determining the different ways to put yourself out there can be difficult. If you are in a rut and unsure how to grow your awareness, continue reading for five different ideas that might work for you.
Have a Great Email Signature
Your digital correspondence with potential clients is just as important as any face-to-face interaction you could have. In many cases, your email may be the first impression someone has of you, so it needs to feel polished and professional. A thoughtful and intentional email signature can be the difference between being remembered and being overlooked.
With the limited real estate in your email signature, you must include clear and helpful information that reinforces your credibility as an agent. This typically includes your full name, phone number, website (if you have one), and links to your active social media platforms. When done correctly, your email signature works as a subtle and effective marketing tool that builds trust every time you hit “send.”
Get More Referrals
Referrals are one of the most reliable sources of new business. In fact, about 92% of people trust referrals from family and friends more than any other marketing strategy. While referrals are powerful, they do not always happen automatically—especially if clients are unsure how or when to refer you.
The key to generating consistent referrals is to be genuinely referable. Always deliver on what you promise, communicate clearly, and become someone your clients trust and feel confident recommending. Following up after a policy is placed and expressing appreciation—whether through a quick phone call, thank-you email, or handwritten note—goes a long way in strengthening those relationships.
Start Paying Attention to Online Reviews
Online reviews from your insurance clients are extremely valuable to your business. This social proof helps you establish trust and credibility with people who are still deciding who to work with. Simply put, people trust other people.
When potential clients read that John and Jane had a great experience working with you as their health insurance agent, they are far more likely to believe that testimonial than a polished advertisement making the same claim. Unlike ads, your clients have no financial stake in promoting your business—they are sharing their experience honestly, which makes their feedback far more persuasive.
Pro tip: Always make it a habit to ask past, present, and even future clients to leave a review online.
Volunteer at Causes/Events
Volunteering your time for local causes or participating in community events is an excellent way to market yourself as an insurance agent without directly selling. It demonstrates that you care about more than just business and that you are invested in the community you serve. This naturally builds trust and rapport with people who share those same values.
In addition, do not underestimate the networking opportunities these events provide. You may meet local business owners, nonprofit leaders, or community influencers who can refer your services to their own networks. These connections often lead to long-term relationships and meaningful referral partnerships.
Stay Connected with Your Past Clients
Once you enroll a client, it can be tempting to move on and focus only on new business. However, staying connected with your past clients is a critical part of effective marketing. Maintaining those relationships helps keep you top-of-mind and reinforces your value long after the policy is issued.
Regular check-ins, helpful updates, and educational content about industry changes remind clients that you continue working for them. Since past clients are often your strongest referral source, it is important to consistently protect and strengthen your reputation in their eyes.
Staying relevant in this industry can be challenging, but you do not have to do it alone. Make it easier on yourself by regularly checking our website for updates and articles designed to help you grow, stay informed, and keep your business moving forward.
If you have any questions, please call us toll-free (888) 539-1633.
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We hope that this information on marketing yourself in the health insurance industry is useful to you.
Empower Brokerage is dedicated to helping you make informed decisions about your health and finances. Whether it’s through webinar training, one-on-one calls, seminars, or marketing plans, we want you to be successful!
Give us a call at 888-539-1633 or leave a comment below if you have any questions.
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This article was updated on January 26, 2026.