How to get customers forAutomated Underwriting Software

Where to find insurance agents in order to convert them to customers

The idea that helps Insurance agents

Insurance agents want to streamline the underwriting process. However, they can't get it because they struggle with time-consuming manual underwriting processes.

Therefore, they need to use your solution, e.g. InsureEase.

Automated Underwriting Software : InsureEase is a cutting-edge software that automates the underwriting process for insurance agents, reducing manual workload and increasing efficiency. Of course it is much better than the stuff from UnderwriteMe, or Zurich Risk Room!

How to find Insurance agents

You can get insights about the pain points of insurance agents if you listen to them carefully, either in person or online. Listening online is much easier because you need not ask them for a customer interview but you can observe them talking about their problems, out there in their natural habitat. They won’t even notice that you are there, watching and listening to them.

The process, step by step

One process that we can totally recommend is this:

  • Find out where insurance agents hang out (Reddit, Mastodon, etc.)
  • Read what problems they talk about, and how urgent they are to them. (Did they try any solutions, yet? Did they spend money on anything, yet? Did they even cobble a homegrown solution together?)
  • Enter the conversation: Help them with tips, ask more about their situation and why they are in pain.
  • If you find recurring questions or pet peeves of insurance agents, create some helpful content for them (e.g. a blog post, a podcast episode, or a video) and share it with them for free, in the same conversations. They will be delighted.
  • At the end of the blog post, invite them to use your solution: Automated Underwriting Software.

I described the process here in my blog post: Identify a hungry audience.

If you do this manually, it may take you hours each day. Automate it, with a little help from the AI in CustomerPing!

Step 1 to find insurance agents

To get started, edit the values in the following 3 input fields and click “Search insurance agents”.

This is what will happen

  • An AI will brainstorm 5 good search keyword phrases for you to find insurance agents and their pain points in online forums on the internet.
  • With one click, you can search for each keyword phrase right away.
  • CustomerPing will present the search results to you.
  • If you think that one of those results looks like insurance agents wrote it, you can create a “customer radar station” on the forum where the post came from.
  • You describe what makes a post relevant to your business.
  • CustomerPing will “ping” you 24h a day, whenever insurance agents complain about their pet peeve: They struggle with time-consuming manual underwriting processes.
  • Good for you because this is something that you can solve with automated Underwriting Software, right?

What to do when you get a “customer ping”

When such an alert appears on your mobile phone, you simply tap on it and join the conversation in the online forum.

Help insurance agents to reach their goal: To streamline the underwriting process.

They will get to know, like and trust you. Eventually, they will buy your solution: Automated Underwriting Software.


Insurance Tech (Insurtech)Insurance SoftwareAutomated Underwriting Software

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