When is the right time to ask an insurance client?

Once a claim has settled and they have the money or the repair in hand. Before that they are still anxious, and asking sounds like you want something. Wait about a week after the last payment, then send one short message.

Are there insurance rules about using client testimonials?

Often, yes. State insurance departments and carriers can restrict how testimonials are used in advertising, and the rules vary. Ask your compliance contact or your carrier's marketing team before you publish, and keep anything that sounds like a promise of coverage or savings off the page.

What if a client mentions their premium or coverage amount?

Leave it out. A figure on your website can read as a quote to someone with different needs. Ask the client to describe what happened and how you handled it. If a number slips in anyway, ask for a version without it before you approve.

Is a client with a small claim worth asking?

Yes. A dented bumper handled quickly says as much about you as a house fire does, and most of the people reading your site have small worries. Ask anyone whose claim you handled well, whatever its size.

insurance agents

Testimonials for insurance agents

The clients who claimed are your best page.

Nobody finds out whether their agent was any good until they claim. The accounts from clients who did claim are what people look for on your site.

Right below is the text I would send a client, ready to copy.

Start freeNo card needed. Cancel whenever.

A text you can send

The text I would send after a good job

A few days after a claim is paid, when the client has their car or their kitchen back.

Hi Beth, it's Deb at Harlan Insurance Group. I'm glad the roof is finished and the ceiling is patched. Would you tell people how the claim went from your side, in a couple of sentences, for my website? Just the way it happened is best. You don't need to sign up: [your link]

Swap in your own names. The link comes from your dashboard.

Insurance agent testimonial examples

The kind of thing insurance agents collect with Exalted. Each one is invented and labelled as an example.

Example

Kitchen flood at Christmas. I made one phone call and he did the rest. Settled in three weeks and I never spoke to the insurer directly.

Neil P. · Client

Example

Hail took out the roof in June. I sent him photos on a Tuesday and an adjuster was at the house by Friday. He walked me through the deductible before I had to ask.

Beth K. · Homeowner

Example

Somebody backed into our delivery van in a parking lot. By that afternoon he had a rental lined up, and he told me which of the forms the other side sent could wait.

Dominic F. · Small business owner

Example

My renewal letter had a higher number on it. He called two days before it arrived and had already priced it with two other companies. I stayed because I could see the comparison.

Ruth A. · Client of eleven years

Nobody can judge an agent until something goes wrong, so these are set at the moment of a claim or a renewal. They describe who did what and when, and stay away from promises about outcomes, which is where a reader stops believing them.

How it works

1
Share one link
You get a single link. Send it by text or email to a client whose work went well.
2
They write it, in a minute
No account and no app to download. They rate you and write a couple of lines.
3
You approve what appears
Nothing is public until you say so. Approve the good ones and they appear on your website automatically.

When to ask

After a claim settles. That is the only moment the value is visible.

The single biggest reason insurance agents have no testimonials is that nobody asks while the work is still fresh, not that clients are unwilling.

Questions that get a real answer

“Please leave a review” produces “great service”, which persuades nobody. Ask something specific instead:

What happened when you needed to claim?
How much of it did we handle for you?
How long did settlement take?

Or an email

For business owners, after a commercial claim closes, since they tend to answer email at their desk.

Subject: The van claim, now that it's done

Hi Dominic,

The paperwork on the van claim came through this morning, so I think we can call that one closed. Thank you for getting me the photos the same day.

I would like to put a few sentences from you on my website. Other owners with a vehicle on the road wonder what a claim actually involves, and hearing it from someone who went through it is what they are after.

Please leave out dollar amounts and policy numbers. Where the day-to-day handling went smoothly, and where it didn't, is what helps. There is nothing to sign up for: [your link]

Deb

Swap in your own names and the details of the job. The link comes from your dashboard.

Where people check a insurance agent first

Google Business Profile
Someone who has just been told their premium is going up will search "insurance agent near me." The stars and how recent they are decide who gets a phone call.
The carrier's agent locator
Companies list agents by zip code with almost nothing about them. A prospect who clicks through to your site from that list is already comparing you to the next name down.
Better Business Bureau
Older clients and business owners still look you up here. An unanswered complaint stays visible for years, so it is worth seeing what is there.
Local Facebook groups
Somebody's basement floods and they ask who their agent was. Whoever gets named in the replies keeps the client, and whoever doesn't loses the referral.
Your own website
The place a referral checks after a friend gave them your number, to see how the hail claim went. What clients say about a claim on your own page reads as evidence, where a slogan reads as a pitch.

Questions insurance agents ask

When is the right time to ask an insurance client?: Once a claim has settled and they have the money or the repair in hand. Before that they are still anxious, and asking sounds like you want something. Wait about a week after the last payment, then send one short message.
Are there insurance rules about using client testimonials?: Often, yes. State insurance departments and carriers can restrict how testimonials are used in advertising, and the rules vary. Ask your compliance contact or your carrier's marketing team before you publish, and keep anything that sounds like a promise of coverage or savings off the page.
What if a client mentions their premium or coverage amount?: Leave it out. A figure on your website can read as a quote to someone with different needs. Ask the client to describe what happened and how you handled it. If a number slips in anyway, ask for a version without it before you approve.
Is a client with a small claim worth asking?: Yes. A dented bumper handled quickly says as much about you as a house fire does, and most of the people reading your site have small worries. Ask anyone whose claim you handled well, whatever its size.

Every testimonial Exalted publishes is written by a real person and approved by the business owner.

Your reputation, as a ladder

Each approved testimonial moves you up a tier, so you have a reason to keep asking. Visitors see the tier and know how established you are.

Friendly1+ approved

Honored5+ approved

Revered15+ approved

Exalted30+ approved

Pricing

Starter is $9 a month or $85 a year. Pro is $19 a month or $180 a year. Both are free until your fifth testimonial, and neither asks for a card to begin.

See what is in each plan

Worth reading before you ask

More on the blog. If you ask for Google reviews too, the free Google review link generator and the review request templates need no account. If you want a client quote as a picture to post, I made a free testimonial image maker.

Start collecting this week

Set up a link in about five minutes and send it to the last client who thanked you.

Start free