What sort of insurance? Motor? Health? Property? Business? Travel? B2B, B2C?

A lot will depend on the market. B2B is more likely to work with Google Ads or LinkedIn than Facebook. I'd steer clear of committing myself in the first meeting. I'd keep an open mind and use the meeting as 'discovery' rather than to tell them you will market them on a specific platform. Find out how they currently generate their leads. What have they found that works best, what they have tried and given up on in the past. What sort of leads convert best for them?

Make it all about finding out as much as you can so you can 'tailor make' a solution to their need for more clients.

I think they will be much more impressed if you spent your time asking lots of probing questions rather than say 'hell yeah, we'll build out a super converting Facebook campaign for you."

 

What @RazorCut said.

Also, I have a colleague who does lead gen for agents of a national insurance carrier--mostly for auto & home policies--who generates the leads via Google Ads. While some agents use his lead gen service for over a year, the average agent uses his lead gen service for 6-9 months. The agents tend to be price sensitive.

 

Then you will have to provide different solutions to each vertical. Someone looking to change their home insurance is a totally different beast than a business owner looking for a package for his $30m turnover company (third party liability, stock insurance, protection against employee suing etc..)

 

Typically a fixed monthly fee. He sometimes starts sending them leads for the first week if they're on the fence; the free leads demonstrate proof to the prospect.

One problem he commonly sees is that the agents and/or their staff don't always follow up or follow up effectively with the leads (he uses a couple tools to see whether the lead was called). So, he also offers call scripts & follow-up steps to the agents so they can increase their conversion rates of the leads.

 

I am a financial consultant tied to the biggest insurance company in Singapore.

The younger generation of buyers are doing their consumer due diligence and research online but it is the older baby boomers that have the money.

As a salesperson. I prefer leads that have the money, believers of insurance/financial planning and are ready to buy now.

If you can get the phone numbers of such leads the rest you can leave it to me to complete the job. No phone number means nothing.