Insurance agents: gain visibility and generate leads

Increase the visibility of your agency and make contact enquiries easier with Les Experts du Patrimoine. A dedicated profile, SEO and GEO work and statistics tools help you present your business and track interest in your profile.

Updated in October 2026 — Editorial team Les Experts du Patrimoine

Increase the visibility of your agency and make contact enquiries easier with Les Experts du Patrimoine. A dedicated profile, SEO and GEO work and statistics tools help you present your business and track interest in your profile.

Family protection, business owner protection, property insurance or retirement planning: your clients need to understand the risks you cover and the solutions you can offer. A clear presence in a wealth directory makes this initial discovery easier.

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Contact enquiries linked to protection needs

A self-employed person seeking income protection, a family preparing for retirement and a business owner wanting to safeguard their business have different expectations. Your profile presents the clients you support and your areas of activity, within the limits of your mandate and the products you distribute.

• Personal protection and income cover.
• Protection for loved ones and risk cover.
• Savings and retirement, depending on your activity.
• Insurance for professionals and businesses.

Highlight your local presence and ongoing support

A relationship with an insurance agent often develops over several years. Present your team, location, appointment arrangements and approach to monitoring policies. This information helps visitors envisage a lasting relationship beyond a one-off search for a quote.

SEO and GEO: visibility beyond the directory

A name and address are not always enough to explain your business. Search visibility also relies on precise, organised information.

SEO: making your business easier to find

Search engine optimisation aims to make pages easier for search engines to crawl and understand. Les Experts du Patrimoine work on site structure, metadata, internal linking and structured data. Your profile becomes part of a set of pages devoted to professionals, their areas of expertise and their locations.

GEO: information usable by AI-powered search engines

People also use assistants and search engines incorporating artificial intelligence. GEO involves improving the clarity and structure of information so these systems can understand it more easily. A consistent presentation of your business supports this work, without guaranteeing a ranking, a citation or a volume of enquiries.

Generate leads through contact enquiries

Your profile gives visitors reference points to assess whether your agency matches their search. With the Pro and Premium plans, you activate contact features and contact-detail requests without a plan-based limit. A lead is an opportunity for a conversation: you then check the need, timing and fit with your services. No number of enquiries or new clients is guaranteed.

Measure results in your professional account

The statistics tools in your private account track visits to your profile, contact-detail requests and clicks on your phone number, email or website when these details are accessible.

These indicators help you understand interest in your agency and adjust its presentation. Visits and clicks measure activity; following up on conversations then helps assess genuine opportunities.

An additional entry point alongside your website and network

Already have a website? Your profile can help visitors who do not yet know you discover your organisation. It complements referrals and your local presence. The directory can be consulted in French, English, Spanish, German and Italian; the languages actually spoken by your team should be listed on your profile.

Discover professionals already listed in the directory

View insurance agents already listed in the directory

Wealth planning projects also involve other professions. Discover brokers and wealth advisers to better understand your business’s place in this ecosystem.

Frequently asked questions

What leads can an insurance agency receive?

Enquiries about personal protection, insurance cover, retirement or professional risks, depending on the areas listed on its profile. The actual need and suitability of the enquiry must still be checked during the first conversation.

Do I need a website to create a profile?

No. You can present your organisation in the directory with or without a website. If you already have one, your profile provides an additional route to your business.

Is creating a profile free?

You can start with a free Starter profile. The Pro and Premium plans activate contact features. Your choice depends on the services you want to use.

Create your profile and grow your contact opportunities

Present your agency, enhance your profile and choose the plan suited to your visibility and lead generation goals. Complete, accurate and up-to-date information helps visitors understand your support.

Create my professional account and add my company