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 Local Business Partnership Blitz.
What is the Local Business Partnership Blitz?
One of the best ways to expand your reach and gain new clients is by partnering with businesses that already serve your ideal clients.
The Local Business Partnership Blitz helps you:
✔️ Tap into an existing customer base that matches your ideal audience
✔️ Build relationships with local businesses that benefit from referring clients to you
✔️ Create co-branded events that make you a trusted name in your community
This strategy isn’t about cold calls or hard sales—it’s about building win-win relationships that drive leads without the high ad costs.
Step-by-Step Guide to Running a Local Business Partnership Blitz
Step 1: Identify the Right Local Businesses 🏪
Ask yourself, “Who already serves my ideal client?”
🔹 Final Expense & Medicare Agents: Local pharmacies, senior centers, funeral homes
🔹 Life Insurance Agents: Mortgage brokers, real estate offices, financial advisors
🔹 Health Insurance Agents: Gyms, personal trainers, health clinics
💡 Example: A Medicare agent could partner with a local pharmacy, offering free Medicare consultations to customers picking up prescriptions.
Step 2: Reach Out & Pitch the Partnership 💬
Once you identify potential partners, it’s time to start the conversation.
What to say:
1️⃣ Introduce yourself & your business. (“Hi, I help local seniors find the right Medicare plan.”)
2️⃣ Explain why a partnership makes sense. (“Many of your customers likely have Medicare questions.”)
3️⃣ Offer a simple way to work together. (“I can provide free consultations, and you get exclusive referral benefits.”)
🤝 Win-Win Offer: The business adds value for their customers, and you gain a steady stream of new leads.
Step 3: Plan a Joint Marketing Campaign 📣
Here are 3 easy ways to market your new partnership:
✅ Host an event together: Example – “Coffee & Consultations” at a local café where people can ask you about insurance.
✅ Create co-branded flyers & posters: Display them at your partner’s business with a QR code to book a consultation.
✅ Offer exclusive discounts: If a customer is referred from a partner business, offer them a special consultation perk.
“One of my clients partnered with a coffee shop and set up a ‘Monday Morning Insurance Hour’—it became a lead generation machine!”
Step 4: Follow Up & Nurture Leads 📞
Your Local Business Partnership Blitz will bring in leads naturally, but the follow-up process turns them into clients.
📲 Send personalized thank-you messages to new referrals.
📧 Set up automated email & text campaigns inside Agent CRM.
📅 Make scheduling easy by providing an online booking link.
With Agent CRM, you can automate the entire follow-up process, ensuring you never miss an opportunity.
Why the Local Business Partnership Blitz Works
✅ You get consistent, high-quality leads
✅ It builds trust & credibility in your community
✅ No high ad costs – just real relationships
✅ It’s easy to scale with multiple partnerships
“The key is identifying businesses that already serve your audience and making it EASY for them to refer clients to you.”
More Radical Marketing Ideas
📌 The Giveaway Funnel
📌 The Local Business Partnership Blitz (you are here!)
📌 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 Growing Your Business with Strategic Partnerships!
You don’t have to do this alone—Agent CRM has everything you need to automate lead follow-ups and track referrals.
🎯 Sign up now for a 14-day free trial and start your first Local Business Partnership Blitz today!
👉 www.agent-crm.com
