5 Ways to Grow Your Life Insurance Agency

Sept. 29, 2023

When it comes to success as a life insurance agent, owning an agency is a high-priority milestone for most. Running your own agency means less writing policies and more managing others. While that might not be the right fit for some, it has become a popular goalpost in a life insurance career.

There are a lot of things to learn about managing your own agency, but one of the biggest obstacles to overcome is growing your agency. Recruiting requires a lot of effort and a lot of channels to maximize outreach.

More than that, giving recruits reasons to join your agency is one of the greatest boons you can give yourself as you grow your agency. Here, we’re giving you five ways to grow your life insurance agency and keep it thriving.

#1: Digital marketing for life insurance

Effective digital marketing is key to growing your life insurance agency. Building your online brand will give you a wider reach (and more importantly authority) to potential recruits.

It’s important to extend your reach to social media, leveraging content marketing and building on your brand’s online reputation. The goal is to be ubiquitous to your prospective clients. Expand your online footprint and you’ll build a wider net for lead generation, recruiting and brand reputation.

Make sure you understand how different facets of digital marketing work and how each can bring additional value to your recruiting efforts. While one tactic might be useful for one social page, it might not have the same results on another platform. Understand how each piece of the puzzle fits together.

Whether you’re using social posts to keep your audience aware of organizational highlights or remembering to reply to every online review, there are always ways to enhance (and improve) your digital marketing strategies.

#2: Strong referral network

Creating a reliable life insurance referral network is a great way to reach more clients, but it’s also a fantastic way to grow your agency.

By leveraging your current workforce to recruit more agents, you’re accomplishing a couple of things. To start, instead of spending more time with outreach, you’re driving interest passively. Ideally, these recruits will then find you. Second, you can incentivize your existing agents to spread your brand, which will give them more of a reason to invest in the organization.

Whether you’re putting together a regular recruiting happy hour or creating a bonus program for your agents for every writing agent they bring on board, a referral network will go a long way toward building your agency.

#3: Robust product portfolio

Expanding your life insurance agency's product offerings is critical to the success of your recruiting efforts. Life insurance agents need progressive products to satisfy more clients, and if your agency has access to those products, you’re much more likely to attract new agents.

Agents with Symmetry have access to a list of proprietary products created by our parent company, Quility. These proprietary products give them an edge in the field.

Products like Quility Level Term (QLT) and Debt Free Life® (DFL) allow Symmetry agents to find customizable coverage for their clients.

By keeping a robust product portfolio, you’re sure to attract recruits while giving your existing agents every advantage when helping families across the country.


Beyond proprietary products, Symmetry agents also have access to platforms that help them cover their clients. Navigator is Quility’s free, user-friendly platform that allows agents to quote and sell insurance.

With Navigator, Symmetry agents have access to Quility’s digital marketplace and can match clients with the product that fits them best.

Platforms like Navigator will help you grow your agency and give your agents the edge they need.

#4: Comprehensive training and development

Training and development are to life insurance agents what sharpening a knife is to a chef. Without in-depth preparation, your agents are sure to face more hurdles throughout their careers. Through comprehensive training, you can have them ready for whatever the industry throws at them.

Symmetry agents are supported by specialized training put together by industry experts. Whether it’s training scripts to help with objections or product overviews, we keep our agents prepared for it all.

#5: Invest in automation

Automation can make all the difference when it comes to growing your business. Marketing automation for life insurance agencies means less time with busy work and more one-on-one time with clients and time for themselves.

As so much of the industry becomes digital, there are several opportunities to automate workflow for your agents. From client outreach to scheduling appointments, look for ways to automate your agents’ workflow and improve time management.


Switchboard is a proprietary omni-channel experience that allows Symmetry agents to meet with their clients on their terms. Not only is it a centralized location for all lead information and all existing client information, but it also automates a large part of our agent’s day-to-day responsibilities.

With Switchboard, agents can automate all client communication whether it be email, texting or phone calls. They can also schedule their appointments, track lead progress and even create automated campaigns for lead generation.

Grow with Symmetry

Growing your life insurance agency is key to growing your business. Recruiting effectively will require a set of approaches, platforms and products that attract new talent. Avoid your agency becoming stagnant by investing in new ways to grow your agency.

Whether that’s automation dedicated to making your agents’ lives a little easier, or competitive proprietary products they can only find here, Symmetry Financial Group can help you grow your agency into a successful business.

As a Symmetry agent, you will have access to high-quality life insurance, disability income insurance, critical illness insurance, and annuity products from more than 30 well-known insurance companies. This gives you the flexibility and reach you need to tailor plans to meet clients' individual coverage needs.

To learn more about how to begin a fulfilling career as a life insurance agent, contact us today.


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