How to reach new personal clients for personal insurance

Right — here’s a straight, practical playbook for Homequest mortgages ltd. Keep it local, keep it human, and follow up like you mean it. Think of this as a few pints’ worth of useful ideas you can crack on with tomorrow.

1. Use your existing customers

• Ask mortgage clients about their insurance needs during reviews — it’s natural, relevant and low-effort.
• Offer a tidy referral reward (not daft cash) — a voucher, service upgrade, or local charity donation. Keep it honest and spot on.

2. Be visible where people trust you

• Work local: pop into estate agents, newsagents, community centres and the solicitor down the road. Leave simple leaflets and a business card.
• Run short in-person sessions: “Home insurance basics” or “Why life cover matters” — free, friendly, and low-pressure.

3. Digital outreach that actually works

• Send a straightforward email to prospects and past clients: short subject, clear benefit, one CTA. Don’t waffle.
• Use targeted social posts showing real stories — a short video explaining one simple case where insurance saved the day. Keep it human and local.
• Run low-cost local ads (Facebook/Instagram) aimed at your postcode areas — promote a helpful checklist or free review.

4. Make the process dead easy

• Offer a quick phone review or 20-minute virtual meeting — no pressure, just options. Have your scripts ready and simple pricing examples.
• Use clear emails and SMS reminders. People forget — a polite nudge wins business more than a fancy brochure.

5. Follow-up & keep ’em

• After a meeting, send a plain summary and next steps. Be helpful, not pushy.
• Schedule an annual check-in — policies change, life changes. That’s where long-term income comes from.

Keep it local, be useful, and be human. Do a few things well rather than everything badly — that’s the Northern way. If you want help setting up the emails, ads or a referral system, we can get the crayons out and make it mint.

If you fancy chatting about this properly or want us to take a look, pop over to northerndigital.uk — we’ll get the crayons out and get you sorted 🎨 Spot on? Let’s crack on.