From Quote Chaser to Trusted Advisor: How to Build Your Brand as an Intermediary

[This article was generated by ChatGPT and has been edited by the Surer team for clarity, readability and context.]

You’re not just in the business of selling policies—you’re in the business of trust.

But in a sea of agents, how do you stand out and become the one your clients call first when they’re unsure, overwhelmed, or just need honest advice?

1. Build Your Online Presence
Start simple:

• LinkedIn: Post bite-sized tips weekly (e.g. “3 common motor insurance mistakes”)
• WhatsApp Status: Share a success story or testimonial

This keeps you top-of-mind without being pushy.

2. Host Mini-Webinars or IG Lives
You don’t need studio lights. Just a phone, some sunlight, and a good hook:

• “Should I buy travel insurance if I already have a credit card plan?”
• “What’s the difference between term and whole life?”

These position you as a go-to expert.

3. Educate, Don’t Just Sell
Share explainers in layman’s terms. Use analogies. For example:

“Home content insurance is like a bubble wrap for your TV, laptop, and sofa.”

Clients remember what makes them feel smarter, not what sounds complicated.

4. Showcase Social Proof
Ask happy clients for short testimonials. A simple “Thanks for helping me sort my coverage, I feel more secure now!” goes a long way.

You can share these (with permission) on social or in brochures.

5. Weekly Brand Audit Checklist
Ask yourself:

• Did I share something helpful this week?
• Did I reconnect with at least one client personally?
• Does my online presence reflect my expertise?

Building your brand doesn’t require going viral. It requires consistency, clarity, and care.

In today’s landscape, intermediaries who lead with education, empathy, and presence will always rise above those who chase quotes and disappear after.