Learn proven strategies for converting HowdyNeighbor leads into loyal insurance clients.
Step-by-step resources to help you succeed
Learn how to set up your account, run your first search, and export leads to your CRM in under 10 minutes.
Read GuideBest practices for using HowdyNeighbor data to improve your cold calling conversion rates and build rapport quickly.
Guide content belowPlan efficient routes, prepare talking points, and use property data to personalize your door-to-door approach.
Guide content belowDesign effective mailers, segment your audience by property value, and track your campaign performance.
Guide content belowStep-by-step instructions for importing HowdyNeighbor leads into Salesforce, HubSpot, Pipedrive, and other popular CRMs.
Read GuideHow to identify high-value neighborhoods, avoid over-saturation, and build a sustainable prospecting territory.
Guide content belowEssential advice from top-performing insurance agents
Purchase 20-50 leads in a new territory before scaling up. This helps you validate the area and refine your approach.
Combine phone, email, and mail for best results. Studies show 7+ touches are often needed to convert a prospect.
Reference specific details like home value or neighborhood when reaching out. Personalization increases response rates by 30%+.
Monitor which territories, lead types, and outreach methods perform best. Use data to continuously improve your ROI.
Turn verified contact data into productive conversations
Export leads from HowdyNeighbor and sort by neighborhood or property value. Group similar leads together to maintain a consistent pitch.
Review each lead's data before dialing. Note their home value, length of residence, and any professional information to personalize your approach.
Lead with a benefit, not a pitch. Example: "Hi [Name], I help homeowners in [Neighborhood] save an average of $400 on their insurance. Do you have 2 minutes?"
Reference specific details: "I noticed you've been in your home for about [X] years. Have you had your coverage reviewed recently to account for appreciation?"
If they're not interested, ask for a referral: "No problem. Do you know anyone in the neighborhood who might be looking to review their coverage?"
Log every call in your CRM. Schedule follow-ups for interested prospects and set reminders for callbacks.
Maximize your direct mail ROI with verified addresses
Export leads with verified mailing addresses from HowdyNeighbor
Segment your list by home value or neighborhood for targeted messaging
Design a compelling mailer with a clear call-to-action
Include a personalized element (neighborhood name, property type)
Add a QR code linking to your quote request page
Plan a follow-up call 5-7 days after the mailer arrives
Track response rates and calculate your cost per acquisition