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How to Boost Facebook
Lead Generation
for Insurance Brokers
With facebook lead adverts, potential customers can sign up
for what you’re offering and you’ll get accurate contact
info to immediately follow up with them.
This is often an underused asset on Facebook; it can give
you a huge boost in identifying your targets and lead to
even better success from your paid ad campaigns.
Lead ads offer Already Integrated Contact Forms so there’s
no need to try and funnel people to your landing page.
They are customisable, so you have the control on exactly
what type of questions you want to have in your forms.
Facebook allows you to download your leads directly and the
ads are available at a highly affordable rates to help you
get the most out of your advertising budget.
As an insurance broker,
what can you do to take
advantage of this
small-but-effective
social media niche?
Today we’re going to cover everything you need to know
about setting up your ad campaign and getting the best results
in this highly competitive industry.
1. To kick off, create a Business Page if You Haven’t already
To do this, Facebook simply requires your privacy policy and
an image with up to 90 characters (25 characters for a headline,
30 characters for your link description).
2. Then Click on the Ads Manager tab
3. Choose the Collect Leads for Your Business Tab
4. Now configure Your Ad Page
On the left Options Menu, select Page.
Here you can adjust all the major components of your lead
campaign including audience, ad placement, Monetary Budget
and Release Schedule.
5. Now time to Get Specific
You’ll be prompted to configure all the specific
information related to your leads.
You’ll want to have images, videos and ad text on hand.
6. Create Your Form
Select the Lead Form option and add all the relevant data
you’d like included on your form.
Take your time to customise this form to ensure you’ll get
all the information you want in your campaign.
You can also use the Form Preview button to see what the
form will look like before you submit.
Now that you
understand
how to set up your
Facebook lead generation,
how can you shape it to yield the best results for your
insurance brokerage?Here’s a few best practice tips to
make the most out of your lead ad spending.
Engage Your Audience Directly
Insurance isn’t something which is particularly unique to
each broker. The key to standing out is to engage your
target audience.
Use the social element of Facebook to achieve this. When
you regularly engage with your customers and leads on
Facebook, you’re distinguishing and individualising yourself
among the competition.
Get Specific and Contextual
With a facebook lead advert, you're directly requesting your
leads to take action right there and then by filling out a form.
For this reason, you’ll want to add some specifics beyond what
you would in other marketing.
For instance, let’s say you’re offering a discount for online
signups as a promotion. You’ll want your ad to specifically
mention that the discount only applies when you sign up
using the supplied form.
Include a Reason to Act Now
You’re asking your leads to do something for you by
signing up on your contact forms so you should give
something back as an incentive to act now.
Rewards could include a free consultation, discounts on
services, package deals, and other related perks.
Nurture and Grow Your Leads by Integrating with Hubspot
Tools such as ‘Hubspot’ can automate the process of lead
nurturing. This means you’ll get even better targeted
results with an easy-to-use platform.
Want to learn more about the power of Facebook lead generation
and other tools for your insurance brokerage business?
Download our e-book for free – Social Media for Insurance Brokers:
The Ultimate Guide to 2017. It’s an easy reference to enhance your
online success potential.

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How to Boost Facebook Lead Generation for Insurance Brokers

  • 1. How to Boost Facebook Lead Generation for Insurance Brokers
  • 2. With facebook lead adverts, potential customers can sign up for what you’re offering and you’ll get accurate contact info to immediately follow up with them. This is often an underused asset on Facebook; it can give you a huge boost in identifying your targets and lead to even better success from your paid ad campaigns.
  • 3. Lead ads offer Already Integrated Contact Forms so there’s no need to try and funnel people to your landing page. They are customisable, so you have the control on exactly what type of questions you want to have in your forms. Facebook allows you to download your leads directly and the ads are available at a highly affordable rates to help you get the most out of your advertising budget.
  • 4. As an insurance broker, what can you do to take advantage of this small-but-effective social media niche? Today we’re going to cover everything you need to know about setting up your ad campaign and getting the best results in this highly competitive industry.
  • 5. 1. To kick off, create a Business Page if You Haven’t already To do this, Facebook simply requires your privacy policy and an image with up to 90 characters (25 characters for a headline, 30 characters for your link description).
  • 6. 2. Then Click on the Ads Manager tab
  • 7. 3. Choose the Collect Leads for Your Business Tab
  • 8. 4. Now configure Your Ad Page On the left Options Menu, select Page. Here you can adjust all the major components of your lead campaign including audience, ad placement, Monetary Budget and Release Schedule.
  • 9. 5. Now time to Get Specific You’ll be prompted to configure all the specific information related to your leads. You’ll want to have images, videos and ad text on hand.
  • 10. 6. Create Your Form Select the Lead Form option and add all the relevant data you’d like included on your form. Take your time to customise this form to ensure you’ll get all the information you want in your campaign. You can also use the Form Preview button to see what the form will look like before you submit.
  • 11. Now that you understand how to set up your Facebook lead generation, how can you shape it to yield the best results for your insurance brokerage?Here’s a few best practice tips to make the most out of your lead ad spending.
  • 12. Engage Your Audience Directly Insurance isn’t something which is particularly unique to each broker. The key to standing out is to engage your target audience. Use the social element of Facebook to achieve this. When you regularly engage with your customers and leads on Facebook, you’re distinguishing and individualising yourself among the competition.
  • 13. Get Specific and Contextual With a facebook lead advert, you're directly requesting your leads to take action right there and then by filling out a form. For this reason, you’ll want to add some specifics beyond what you would in other marketing. For instance, let’s say you’re offering a discount for online signups as a promotion. You’ll want your ad to specifically mention that the discount only applies when you sign up using the supplied form.
  • 14. Include a Reason to Act Now You’re asking your leads to do something for you by signing up on your contact forms so you should give something back as an incentive to act now. Rewards could include a free consultation, discounts on services, package deals, and other related perks.
  • 15. Nurture and Grow Your Leads by Integrating with Hubspot Tools such as ‘Hubspot’ can automate the process of lead nurturing. This means you’ll get even better targeted results with an easy-to-use platform.
  • 16. Want to learn more about the power of Facebook lead generation and other tools for your insurance brokerage business? Download our e-book for free – Social Media for Insurance Brokers: The Ultimate Guide to 2017. It’s an easy reference to enhance your online success potential.