Marketing your insurance business doesn’t have to be boring or predictable. In this Radical Marketing Ideas series, we’re diving into creative, outside-the-box strategies to help you stand out, generate leads, and grow your business.
Today’s idea? The Giveaway Funnel.
What is The Giveaway Funnel?
People love free stuff. A Giveaway Funnel takes advantage of this by offering a prize to attract leads. It’s an easy, affordable, and effective way to get a steady stream of potential clients into your funnel.
Here’s how it works:
✔️ Run an ad offering a prize (ex: a $100 Outback gift card)
✔️ Prospects enter their contact info to join the contest
✔️ They answer qualifying questions so you can identify hot leads
✔️ Some will immediately book an appointment
✔️ You follow up with every lead to nurture and convert
This isn’t about tricking people into a sales pitch. It’s about building relationships and staying top of mind so that when they need insurance, they think of YOU.
Step-by-Step Guide to Setting Up a Giveaway Funnel
Step 1: Choose Your Prize 🎁
The prize should be broadly appealing but still attract your ideal clients.
💡 Best prize ideas:
- A local restaurant or grocery store gift card (good for final expense & Medicare clients)
- A gas card (popular with young families & working professionals)
- A Starbucks/Dunkin’ gift card (great for networking & business insurance leads)
Step 2: Set Up Your Giveaway Funnel in Agent CRM 🎯
If you’re using Agent CRM, the Giveaway Funnel is already pre-built and ready to go inside AdBase.
1️⃣ Clone the Giveaway Funnel in your Agent CRM account.
2️⃣ Edit the landing page to match your brand and prize.
3️⃣ Add qualifying questions to filter out your best leads.
4️⃣ Customize your follow-up emails & texts to nurture leads.
“Inside of Agent CRM, the Giveaway Funnel is all ready to go, locked and loaded.”
Step 3: Run Ads to Drive Traffic 🚀
Promote your giveaway on Facebook & Instagram using a simple post:
🔹 “Want a chance to win a $50 [Gift Name] Gift Card? Click here to enter!”
Because the ad doesn’t mention insurance, you avoid special ad category restrictions on Facebook, making it easier to reach your target audience.
Step 4: Qualify Your Leads & Book Appointments 📅
Once people enter, they’re asked 3-7 simple yes/no questions to help you qualify them:
💬 Examples:
✅ “Are you currently shopping for life insurance?”
✅ “Would you like a free Medicare consultation?”
✅ “Would you like to learn about retirement planning?”
This filters out the best prospects so you can prioritize follow-ups.
💡 Bonus Tip: The final step of the funnel is a thank you page with your calendar link. About 1 in 10 leads will book an appointment immediately!
Step 5: Follow Up & Close the Sale 💰
Now it’s time to turn leads into clients.
📲 Call new leads the same day they enter the contest.
📧 Use email and SMS campaigns to nurture long-term prospects.
🎉 Announce the winner publicly to create buzz & future engagement.
Why You Should Try the Giveaway Funnel
✅ You’ll get 10+ new leads per day (at just $1 per lead!)
✅ Your name and face stay top of mind
✅ You create a steady pipeline of new prospects
✅ It’s easy to set up & fully automated inside Agent CRM
“We have a full Giveaway Funnel sales training with the exact scripts you need to call these leads.”
More Radical Marketing Ideas
📌 The Giveaway Funnel (you are here!)
📌 The Local Business Partnership Blitz – Grow Through Strategic Alliances
📌 Create Content People Are Looking For – Get More Visibility
📌 The Client Appreciation Club – Build Loyalty & Get More Referrals
📌 “Text In” Header on Funny Videos
Start Your First Giveaway Funnel Today!
You don’t have to figure this out alone—Agent CRM has everything pre-built and ready to go.
🎯 Sign up now for a 14-day free trial and start your first Giveaway Funnel today!
👉 www.agent-crm.com
