how to make a great first impression

5 Tips to Make a Great First Impression

In the insurance industry, first impressions can make or break your relationship with a potential client/member. We want to make sure our agents can immediately show how helpful and knowledgeable they are about the insurance industry, so we’ve put together our top tips to help agents hit the ground running with new prospects. Practice these steps before your initial meeting with a potential client to show them that you’re a professional they can trust.

Be Confident

 make a great first impression with confidence

Showing that you are certain of your skills can be very reassuring to a new client. Afterall, insurance can seem intimidating and complicated to a lot of people. It’s your job to show your prospects that you have gone through the necessary training to guide them in their insurance decisions. Your confidence in yourself and your abilities will lead clients to believe in you, too.

Best Ways to Boost Your Confidence

Body language is an important indicator. You might be surprised how much your body language and mannerisms can affect how others see you and how you see yourself. Here are a few ways to portray confidence through body language:

  • Practice a firm handshake
  • Eye contact is key
  • Stand up straight
  • Avoid fidgeting and messing with pockets or miscellaneous items
  • Smile!

Increase your knowledge. By digging into more information about Farm Bureau Financial Services and the products we sell, you’ll be more prepared to discuss multiple options with a client and make the best recommendation for their unique situation.

As you’re starting out as an insurance agent, don’t be afraid to ask if you can practice speaking with friends and family members. Remember - practice makes perfect! Practicing and preparing will help get over any apprehension when speaking in public.

Learn new related skills. Speaking of improving your public speaking - is there a relevant skill you’ve always wanted to learn? Whether it’s speaking in front of crowds or learning how to promote yourself in your community, there are many ways to learn a new skill that can help you grow your business and your confidence. Farm Bureau encourages agents to continue learning in training courses, and you can find many online courses to boost your skills.

Looking for more inspiration? We’ve compiled a list of 11 confidence-boosting habits that can enhance your skills and lead to more successful client meetings.

Present Your Best Self

make a great first impression by being your best self 

The saying “dress to impress” is a sentiment we believe in. As you grow your business and meet new prospects, it’s important to look professional when meeting with new clients. Not only do you feel better about yourself when you look nice, but you can also appear more professional and skilled at what you do.

However, presenting your best self is not just about looking the part; you should also have a positive attitude. Meeting with new clients is a great experience that you should look forward to since you’re aiding them in safeguarding their future. We think our agents have an amazing job since they get the opportunity to help people protect what matters most to them. Remember the positive impact you have on your community to showcase yourself as a happy and helpful agent!

Show Your Customer Service Skills

make a great first impression with customer service skills 

A great way to start off on the right foot is letting your potential client see that you’re focused on protecting their livelihood and providing them value from the beginning. Afterall, you know that you’re not just in this business to sell insurance, but to make sure your community is protecting what matters most to them. It’s best to be transparent about your intentions so they’ll understand that you’re selling them insurance for the right reasons and working with integrity.

Relate to Your Potential Client

 make a great first impression by being relatable

Asking about the prospect’s family, work and interests will help jump-start the conversation, and you’ll find out how much you have in common. Whether you have kids that are about the same age or are involved in the same community activities, getting to know your client puts both of you at ease during an initial meeting, which allows for you both to accomplish more.

Getting to know them also allows you to determine what’s important to them and gives you the opportunity to build their trust in you and form a better relationship. You’ll then be able to provide insurance solutions that fit their life.

Do Your Homework and Be Prepared

make a great impression by doing research first 

One of the best ways to make a great first impression is to show that you took the time to learn about the prospect’s unique situation. Maybe they need an insurance agent because they just had a baby and want to make sure their future is protected, or there was a recent illness in their family. Whatever the reason, spending time researching information about the potential client will pay off when you meet with them and are prepared to present an insurance option that meets their needs.

If you’re not sure how to best prepare, don’t be afraid to ask for help! At Farm Bureau, agents are not on their own. Between other agents, Agency Managers and Insurance Sales Coaches, you have a whole team of professionals available to help you through any challenging circumstance. No matter what role we have at Farm Bureau, we support and encourage each other to do our best and appreciate the work we accomplish together.

Enhance Your Skills at Farm Bureau

If you’re ready to start with a team that supports you, become a Farm Bureau agent! Our Agent Development Program will get you started on the right foot with hands-on experience, and you’ll gain more helpful tips for becoming an insurance agent.

Plus, now is a perfect time to start! We’re currently offering a $5,000 sign-on bonus for agents that earn their Series 6 and 63 licenses during the program or already have their Series 6 and 63 when they contract with our team. If you want to see what you can accomplish as a Farm Bureau insurance agent, click “Get Started” today!


starting as an insurance agent