10 Lead Magnet Ideas for Insurance agency

An interactive risk assessment tailored for U.S. small businesses. It asks about industry, employee count, assets, and common hazards, then generates a personalized coverage gap report. It clearly shows which policies you likely need, making your next consult highly actionable.

A lightweight AI wrapper that prompts for your business details (industry, revenue, payroll, location) and returns a tailored policy bundle with rough annual premium ranges. It provides a concise, quota-ready plan you can bring to a broker or agent.

A concise, well-designed PDF covering essential coverages (General Liability, Property, Workers’ Comp, E&O, Cyber) and growth-stage triggers for upgrades. Includes an actionable 5-step checklist and a ready-to-send action plan for next steps.

A fillable one-page worksheet that maps your current coverage to a recommended bundle based on industry, size, and risk. Use it to visualize what you should buy first and prepare for a smarter conversation with an agent.

An online calculator that estimates annual workers’ comp costs for small teams and identifies cost-saving measures like mod optimization and safer workplace practices. It helps owners evaluate budget versus risk and forecast potential savings.

A curated directory of trusted U.S.-based carriers and agents who specialize in small businesses, with quick contact templates and note pages. It streamlines fast outreach and comparison when you want a local expert.

A fast estimator to determine insurable property value and recommended limits for commercial property, contents, and business interruption. It outputs a one-page summary you can share for quotes and quick discussions.

A one-page decision framework helping owners prioritize policies based on risk, regulatory requirements, and lender covenants. It helps avoid over- or under-insuring during business growth and simplifies conversations with agents.

A compact kit to assess cyber risk, identify essential cyber insurance needs, and implement quick security steps. Includes a readiness checklist and a fast-quote pre-qualification for brokers.

A one-page template outlining what to provide when requesting quotes (revenue, payroll, assets, exposures). Speeds up accuracy, reduces back-and-forth, and helps you get better quotes sooner.