ClickFunnels For Insurance Agents

In this post, I’m going to show you how to use ClickFunnels as an insurance agent to literally explode your online business this year.

I’ve been a user of ClickFunnels since 2019. And I’ve recommended it to clients, my audience, enemies (yes!), and even insurance businesses like yours.

Recently they launched the ClickFunnels 2.0 version that makes it seamless and efficient for insurance agents to market and sell their businesses without tech-overwhelm – which was a serious problem on the previous 1.0 version. Click the above link to access ClickFunnels 2.0 for free.

You know, it is one thing to use software, and it is entirely another thing/strategy to make that software work for you and make you money, right?

This is why I’ve written this guide on using ClickFunnels for insurance businesses.

To make your life easier, I will also give you some amazing funnel templates and examples to download now and start using in your insurance business.

It doesn’t really matter if you’re in need of:

  • ClickFunnels for life insurance sales funnel
  • ClickFunnels for health insurance sales funnel
  • ClickFunnels for car/auto Insurance sales funnel
  • ClickFunnels for business insurance sales funnel
  • ClickFunnels for home insurance sales funnel

Let’s get started.

What Is Insurance Sales Funnel & How Does It Work?

The insurance sales funnel is a process through which a potential customer can move from awareness of the need for insurance to the purchase of an insurance policy. It typically involves activities such as researching, comparing policies and providers, discussing options with an agent, gathering quotes, and finally deciding on an insurance policy. The goal of the insurance sales funnel is to help customers make informed purchasing decisions about their insurance needs.

Have you wished that your insurance business runs on autopilot, having an online system in place that guides your prospects step-by-step, does the selling and collecting the payments right into your bank account?

Without your presence or you ever lifting a finger?

A dream come through.

How about a system that helps in putting everything in place and at the same time acts as a salesman – without you having the knowledge on building a website?

As an insurance agent or broker – you need a sales funnel system in your business, so you can land clients who need your services of identifying sales opportunities for insurance plans and overseeing their portfolios.

Or maybe between the lines of identifying risk management strategies, handling policies and selling solicits, and negotiating insurance compensations.

Well, putting all of the services you render as an insurance broker and offering them to your clients at each stage of their needs is a great problem to deal with.

You need an automated and streamlined online sales process that helps you with all of that.

You need a sales funnel to take each and every one of your clients from the awareness stage to the conversion/purchase stage where they would bring out their wallets and pay you.

sales funnel explained

I tell you, there are hundreds (if not thousands) of home, life, business, car/auto, commercial, and health insurance agents out there exploiting and exploding their business using a sales funnel.

But there is a way you too can start getting massive clients to your doorstep and making more money through your services – utilizing funnels.

The good thing about it all is that it’s not too hard to do yourself.

Enter: ClickFunnels

Does ClickFunnels Work for Insurance Agents?

Insurance agents can use ClickFunnels to grow their businesses in a number of ways:

  • Create attractive and effective landing pages with images and text tailored for different audiences using the ClickFunnels editors
  • Create an inviting website quickly and easily with premade insurance templates and drag-and-drop design features.
  • Generate leads using automated forms that capture essential customer information.
  • Utilize email sequences to nurture leads and follow up on inquiries with the help ClickFunnels’ inbuilt email service
  • Increase engagement by offering rewards such as discounts or freebies for signing up or making purchases.
  • Optimize insurance sales funnel performance with A/B testing and data analysis.

ClickFunnels is known as an all-in-one software that is primarily designed to help business owners build their entire business online from one single end.

ClickFunnels 2.0 Website

Bye-bye to duct-taping. 😊

ClickFunnels provides and hosts all the tools needed to market, sell, promote, follow up, and nurture customers without you bothering much about the technicalities involved in your insurance business.

For you as an insurance broker who desires to blow online, needs more clients, more money, and more time with loved ones…

…while having your business run on autopilot – you definitely need a sales funnel (like CF) for all this to work.

Fortunately, a tool like ClickFunnels was created so that insurance brokers (and entrepreneurs) like you, who don’t know how to code, design, and build marketing pages and processes that convert do that fast.

Why ClickFunnels is Called an All-in-one?

I’ll tell ya.

This is a platform that comes with a range of tools, resources, and strategies that makes it super-easy to put all the pieces together in no time.

ClickFunnels provides you with:

  • Page builder and editor

For easy page building and customization of your branding elements.

  • Shopping Cart

This is a special feature for selling your services and collecting payments with ease.

  • One-click upsells/downsells and bumps

Increasing cart values by adding more products or services for customers.

  • Membership site tool

Another inbuilt tool that hosts your course or online training.

  • Affiliate center

For recruiting, assigning, managing, and paying affiliates bringing in sales for you.

  • Email and automation tool

An inbuilt function for sending marketing broadcasts, and sequences, and connecting with clients.

  • Follow-up funnels

It allows you to speak directly to your customers based on their journey and information. All on automation.

  • Webinar Funnels

You can host your online live or automated event, then convert prospects from there.

No, it doesn’t end there!

Ever since I’ve been a user of ClickFunnels myself (4 year+), I haven’t built only 3 sales funnels from scratch. Kind of weird.

Do you know why?

This is because ClickFunnels provides me with unlimited sales funnel types, templates, and examples for me to quickly and easily customize to use in my various businesses.

So, on most occasions, instead of trying to reinvent the wheel – I just use the pre-built funnel templates.

ClickFunnels templates

Already designed/built to convert.

All of which would all work for your insurance agency business. 100% no doubt.

There are templates I will also share with you (down this article) for you to download into your ClickFunnels account or use as an inspiration to craft your own insurance marketing funnel.

Free of charge.

However, the bottom line is:

ClickFunnels works marvelously for insurance agents/brokers. It helps you to properly structure your pages and offers and acts as a virtual salesman that sells your insurance services on automation.

To back this claim up – click on the image below to see for yourself and learn from local businesses who have been dominating their industry through funnels:

How to Use ClickFunnels For Insurance Agents

Now you’re aware that ClickFunnels is capable of helping you get clients and increase sales in your insurance business.

Then what?

Sadly, it’s always challenging most of the time for most business owners (insurance agents inclusive) to figure out how NOT just how to use ClickFunnels BUT how to:

  • Structure their messages
  • Craft their offers
  • What to add as upsells, downsells, and order bumps
  • Write their marketing copies
  • Weave stories and incite actions
  • And most importantly drive traffic to their funnels

These are things that keep lots of insurance brokers from using funnels. I’ve been in this situation myself when I was getting started with funnels.

But with time I got to master how it works. You know, constant practical action breeds perfection. Always!

Especially after going through some funnel training courses, funnels brought massive positive changes to my business as a whole.

I know you’ll agree with me that ClickFunnels is just software that gives you the leverage you need to build and launch your business online to get the eyes of millions of people to see your business. But you also need the right marketing skills and strategies to make this tool work for you.


Even though training like the Your First Funnel Challenge teaches you this concept. You still need a thorough practical application.

Let’s go over some smart ways to implement a sales funnel using ClickFunnels in your insurance business.

Strategies for using ClickFunnels in Insurance

#1: Using a lead magnet funnel

Here what you have to do is build a simple lead magnet funnel with a simple 2-step squeeze page form (there are lots of templates inside ClickFunnels).

Or just download tons of them from

Your lead magnet should be like a free quote, checklist, training, free consultation, etc. that provides value related to whichever part of insurance you’re working with and collect the leads for follow-up (via calls or series of email sequences) then closing of the deal.

One kind of freebie that converts the most for insurance brokers is a free consultation with a download of a financial planning report. Or either of both.

Also bear in mind that:

You must be able to clearly identify your customer avatar so you can clearly know their pains and what type of offer aligns with them.

#2: Using Application Funnel

The application funnel is a type of sales funnel that works particularly when you’re looking for clients or customers to book an application, call or meet with you after they might have indicated an interest in your services.

There are different ways you can structure or map out the funnel.

For example – you can do it like this:

The above illustration is just a stupid-simple application funnel. Our example below is a bit complicated compared to it.

Check it out:

Step #1: After a lead fills out their information on the first page.

  • Step #2: Leads drop automatically into your CRM or email marketing software (like Activecampaign) (or inside your ClickFunnels inbuilt automation tool).
    Step #3: Follow up with the lead immediately with a call, text, and email to let them know you got their application and work on it. If possible, close them once and for all.
    Step #4: If you can’t get hold of the client immediately, they’ll still get the follow-up sequences you configured.
  • Step #5: When you close the client, they get would be automatically added to another list (client list). You can upsell them from here to other of your offers via email or webinar invitation.
  • Step #6: If the lead didn’t convert after a series of follow-ups and touches, you drop them into another list where they receive another set of emails for a period of time before finally deleting them from your list.

Using an application funnel is one of the best ways for you as an insurance agent to close hot-qualified leads.

Yeah, it’s even better than the lead magnet method.

Unless you take them straight to your application form immediately after getting their emails.

During the cause of carrying out some research for this post, I contacted a few insurance broker agents to know the strategies they use in their business…

…fortunately, some of them use a system similar to this. The application funnel.

#3: Using Webinars

Another great way you can get insurance clients to the door is through online events.

Make a webinar presentation that points out all the benefits of having life insurance and the negatives of not having it.

Making use of the Perfect webinar scripts for this would show you how to structure everything.

Generate traffic (we shall get to that) to your free webinar presentation or training that already runs on autopilot, then pitch your insurance services or products at the end of the free training.

The webinar strategy is mostly used for high-ticket offers of about $997+. But very effective if you follow the proven perfect webinar strategy.

Insurance Sales Funnel Templates – Built with ClickFunnels

Here is your free insurance sales funnel you can download straight to your ClickFunnels account now:

Auto Insurance Sales Funnel Templates

This is an auto insurance marketing funnel that starts with a free quote application:

Auto Insurance funnel template

Then followed with a thank you page:

Download here:

Home Insurance Sales Funnel Templates

The home insurance funnel starts with a free policy review (as the lead magnet), then on the next page, the clients need to enter their location details + full address.

Followed by the final thank you page.

home insurance sales funnel

Download here:

Final Thoughts on ClickFunnels For Insurance Agents

ClickFunnels is an invaluable tool for insurance agents, providing attractive and user-friendly templates and powerful automation tools to help them generate leads and better reach their target audiences. With features like free insurance templates, email software, A/B testing, dynamic content blocks, and real-time analytics, ClickFunnels can help insurance agents increase conversions, save time, and maximize ROI.

Ultimately, ClickFunnels makes it easier for insurance agents to do business online and reach more customers in the digital world.

Do you have any specific questions about using ClickFunnels for life insurance? Drop them in the comments below.


  1. Hey Kris great article. Thank you. I am in in insurance directly Health, Life and Financial services. I would love to elevate my game. Due to Coronavirus we are doing live webinars. Never used clickfunnels but since being home more I have done some research and to say the least very impressed. I am a solopreneur and this would take me to new heights. Is their any training specific to building funnels and lead generation specific to my industry? Any help is appreciated. Thank you.

    1. Hey Mario thanks for the comment. I really do not have a special training for your industry on generating leads. But definitely do have a private sales funnel training on how to get your way around ClickFunnels. It’s free but I don’t display it publicly, plus i can also help you get more clarity on building your Insurance business with funnels. Also, like I pointed out in the post – The OFA is coaching I highly recommend. It would help a ton too!

Leave a Reply

Your email address will not be published. Required fields are marked *