Elevator pitch examples for insurance agents
An elevator pitch fails when it describes the business instead of giving the listener a reason to ask a second question. These end somewhere the other person can pick up.
Ten of them follow, written for insurance agents rather than filled in from a template. Your customer is someone who suspects they are both over- and under-insured, and what they are weighing up before they get in touch is discovering at claim time that the policy did not cover the thing.
The one-liner
We are insurance agents in [your town] — we handle home and auto and life insurance for someone who suspects they are both over- and under-insured.
Use this when you have one sentence and no idea who you are talking to.
Problem first
The thing people worry about with insurance agents is discovering at claim time that the policy did not cover the thing. That is the part we deal with. We are insurance agents, and we review what you already have before selling you anything.
Use this where the problem is instantly recognisable and the service is not.
Names who it is for
We work for someone who suspects they are both over- and under-insured. Mostly home and auto and life insurance. If that is not you, you probably know someone.
Use this at an event where most people are not your customer, to find the ones who are.
Credential first
We are licensed and independent. Licensed and independent, so the recommendation is not decided by whose logo is on the door. We mostly do home and auto and life insurance.
Use this in a room where qualification is the thing that buys attention.
The contrast
Most insurance agents [what the default does]. We are the one that is there on the day of the claim. That is more or less the whole difference.
Use this when your market has a clear default and you are not it.
With a number in it
We are insurance agents — [number] years, [number] policies, and we quote several carriers, not one.
Use this when you have a real number. Do not invent one.
The origin
We started because discovering at claim time that the policy did not cover the thing was normal in this trade and it did not need to be. So that is the business: insurance agents where we review what you already have before selling you anything.
Use this when the reason you started is short and true.
Ten seconds
Insurance agent. Home and auto, mostly. [your town].
Use this when someone asks what you do and is already half-turned away.
Ends with the ask
We are insurance agents doing home and auto and life insurance. If you ever hear someone say [the thing your customers say], that is us.
Use this when the point of the conversation is a referral, not a sale.
The warm version
[their question] — we are insurance agents. The part people usually ask about is being there on the day of the claim, not just the day of the sale.
Use this where the pitch would land badly and a conversation would not.
Writing for insurance agents: what actually matters
What should an insurance agent’s website say that a generic one does not?
Three things, in this order. That you are licensed and independent. That you understand the thing people are actually worried about, which for insurance agents is discovering at claim time that the policy did not cover the thing. And what happens next: a review of what you already have before anyone sells you anything. Everything else on the page is decoration by comparison.
What does someone who suspects they are both over- and under-insured check first?
The credential, then the proof. For insurance agents it sounds like this. We quote several carriers, not one. We read the exclusions with you. We help with the claim when it comes. Put at least one of those above the fold rather than on a separate page nobody opens.
What is the most common mistake on an insurance agent’s website?
Writing about the business instead of the customer. "We have been established since 1998" answers a question nobody asked. "We start with a review of what you already have before anyone sells you anything" answers the one they are actually holding. If you only fix one thing, fix that.
How long should the copy be?
Shorter than you think, except where trust is being built. An About page of 120 well-chosen words beats 500 vague ones. The exception is anything explaining discovering at claim time that the policy did not cover the thing — there, specifics earn their length.
Everything else for insurance agents
Elevator pitch for other trades
- Plumber
- Electrician
- HVAC Technician
- Roofer
- Carpenter
- Painter
- Landscaper
- Handyman
- Therapist
- Chiropractor
- Massage Therapist
- Personal Trainer