The end of the financial year period is usually dominated by compliance, renewals and reporting. Necessary? Absolutely. But it’s also one of the most underused opportunities in the calendar for a growth-focused activity.

For insurance brokers and insurance underwriting agencies, the final quarter of the year is a natural reset point. Yes, it’s busy, helping clients review spend, risk and coverage, however, because you are already having conversations, this also makes it the ideal time to sharpen your marketing strategy. You can use these client interactions to gather feedback, strengthen your relationships, and build momentum into the new financial year.

The good news? Effective marketing for insurance brokers and underwriters doesn’t require big budgets. It needs focus, consistency, and the right actions taken at the right time. 

Here are four practical marketing tips worth taking.

1: Re-engage your existing audiences with useful insights

“Your existing client base is most likely your best source of growth via both upselling and referral marketing.” says Caroline Healy, We Are Savvy’s CEO. “This is where strong insurance marketing starts.”

Send simple EOFY review emails encouraging clients to reassess their coverage or offerings ahead of renewal or the new financial year. Highlight common gaps like liability limits, cyber cover or outdated asset values, and offer short,15-minute review calls. Also, add a light touch of EOFY insight – a quick update on things like underinsurance or claims patterns – to reinforce your role as the expert. Or for Underwriters, re-engage with brokers by reminding them of your capacity and specialities.

Keep it simple for yourself:

• Segment your database (e.g. SMEs, trades, SME brokers)
• Build a quick checklist so your audience can self-assess
• Focus on clarity over complexity

Keep your messaging tight and to the point. This is a practical way of creating value and demonstrating your expertise before renewal.

2: Ask for referrals while engagement is high

EOFY is one of the best times for referral marketing, but only if you actively use it.

“You don’t often talk to your barista about the ins and outs of their café’s liability cover.” Caroline says. “Yet many brokers who rely on referrals rarely ask for them from their own clients systematically.”

We get it. It can seem obtrusive. But it doesn’t have to be. Try sending personalised LinkedIn messages to your key referral partners and clients, or in your outgoing EOFY communications, include a simple, inviting line:
“If you know another business reviewing their insurance before 30 June, we’re happy to help.”

For Underwriters, ask your strong broker relationships to introduce you to their colleagues or offer to fund a lunch and a meeting in their office, to get in front of their brokers you might not have met yet.

These are high-value B2B marketing actions with minimal cost and a strong conversion potential.

3: Strengthen your LinkedIn presence

LinkedIn remains a core channel for modern insurance marketing, particularly in B2B marketing environments.

Between now and EOFY, aim for 4-6 posts:

• Risk insights for clients
• Market updates
• Claims learnings
• Short case studies

Mix educational content with industry commentary. Encourage your team members to post from personal profiles. Even small, regular activity compounds over time and strengthens your presence across both clients and referral partners.

4: Review and refresh your core marketing assets

If your website or capability documents haven’t been touched in a little while, EOFY is the time to give them a quick refresh, as more people are likely to be looking at your site or collateral.

Run a quick end-of-financial-year checklist:

• Is your value proposition clear?
• Can the audience quickly understand your specialties?
• Are contact paths obvious and easy to read?
• Does it feel modern and professional?

Sometimes just a few tweaks can be all the change you need, including:

• Refreshed service pages
• Updated team profiles (including recent wins and/or achievements)
• New case studies
• Clearer calls to action
• Professional and recent imagery

Even small changes – like including a “Book a Review” button on your website – can significantly lift your marketing assets and improve your rate of conversion.

Build momentum into FY27

The more you can do to build awareness and relationships in FY26, the more likely you are to carry that momentum through into the next financial year. Your marketing momentum now can set the tone for the year ahead. 

Ready to turn 30 June into a real pipeline impact? Get in touch with the We Are Savvy team via hello@wearesavvy.com.au today to build a stronger approach to growth.