For owners of independent and captive insurance agencies who want quote requests from households and businesses they can actually write. A team picked for insurance runs your local search, quote pages, ads, renewal email and the follow-up in your CRM.
It starts with a free review of how shoppers find your agency, sent as a PDF within 24 hours, then a call with your project manager.
Project panel
The people on your account have marketed insurance before, so they know why a quote form has to reach a licensed agent within minutes.
What it covers
People shop for insurance when something changes: a new car, a closing date, a premium increase, a new hire. These six areas are built to put your agency in front of them at that moment and to keep the policies you already wrote.
Area 01
Separate pages for auto, home, umbrella, business owner policies, workers comp or Medicare supplements, each with a short quote form that asks only what a producer needs for the first call.
Area 02
A Google Business Profile that lists every line you write and every carrier you represent where allowed, city pages for each office, and a steady request for reviews from clients after a claim or a renewal.
Area 03
Search campaigns on terms such as auto insurance quote plus your town or commercial insurance for contractors, split by line so each budget follows the policies your agency wants more of.
Area 04
Email tied to policy dates in your agency management system: a note before each renewal, an umbrella offer to homeowners with two cars, and a check-in after a life event such as a new driver.
Area 05
Producer profiles and sponsored posts aimed at owners and finance leads in the trades and niches you insure, from restaurants to trucking fleets, with content on the coverage questions those owners bring to the table.
Area 06
Routing from every form and call to the right producer, reminders for quotes that went quiet, and fields that record which campaign, referral partner or realtor sent each household.
Good to know
Most agencies were built on referrals, a book bought from a retiring agent and a few loyal carriers. Growth stalls when rates rise and shoppers start comparing online, because a prospect who searches for a quote in your town finds comparison sites and captive brands first. Marketing for an agency is about being present at the moment of change and answering fast when someone raises a hand.
Insurance advertising is regulated state by state through your department of insurance, and many states follow the NAIC model rules on advertising for life, accident and health products. Captive agents usually need the carrier to approve anything that uses its name or logo. The specialist writes inside those limits and routes each piece through whoever signs off at your agency.
Following up on a quote by phone or text falls under the Telephone Consumer Protection Act and, for many lines, state telemarketing rules. That means clear consent language on forms, honoring do-not-call requests and keeping records of how each lead opted in. Bought lead lists are where agencies most often get into trouble, so the team builds your own flow instead.
Agents who sell Medicare Advantage or Part D plans work under the federal marketing guidelines for those plans, including the scope of appointment step before a sales meeting. The fall enrollment window and the individual health open enrollment period shape the calendar, so campaigns for those lines are planned weeks ahead, not launched once the season has started.
In short
A marketer who has worked with insurance agencies, not a random contractor.
Where we start
Before you pay for anything, you'll get an analysis comparing your marketing with your competitors'.
Services insurance agencies usually start with
Who it's for
An agency that writes mostly personal auto needs different marketing from one that insures trucking fleets or sells Medicare plans. These four situations are the ones we see most:
Profile 01
You have a solid personal lines book and want more business owner policies, workers comp and contractor accounts. The first phase builds pages for each niche, a commercial intake form and a LinkedIn presence for your producers.
Roles most often needed
Profile 02
You represent one carrier and compete on service and presence in your town. Work starts with the Google profile, reviews and local search, all shaped to fit what the carrier allows its agents to publish.
Roles most often needed
Profile 03
Your year peaks around the fall enrollment window. The team builds seminar and appointment pages, a reminder sequence that respects the scope of appointment rules and search campaigns planned well before the season opens.
Roles most often needed
Profile 04
You acquired an agency and now have two brands, two websites and clients who never met you. The team merges the brands, rebuilds the site and writes the introduction and rounding email to the acquired clients.
Roles most often needed
In short
You don't have to know who to hire.
Tell us about your company and your goal. A senior project manager assembles a team with experience in your industry and runs it from brief to delivery.
How we build the team
You don't pick the marketer. A senior project manager with 15+ years of experience does.
Step by step
You don't pick from a list. The project manager assigns someone with experience marketing insurance agencies and is accountable for both the match and the work.
FAQ
Don't see your question? Request the analysis, and the project manager will answer it on the first call.
It makes sense once referrals and bought leads stop filling the pipeline, or when producers spend their time on marketing instead of quoting. Look for a team that knows your lines of business, can connect forms to your agency management system and understands state advertising and consent rules, not one that only runs ads.
Most build their own flow from local search, quote pages for each line, Google Ads on quote terms in their territory, referral partners such as realtors and mortgage brokers, and email to existing clients who have only one policy. Leads you generate yourself come with your own consent records and are not sold to other agents.
It can, when campaigns are split by line and territory and every click lands on a matching quote page with a short form. Clicks on insurance terms are competitive, so the account needs call tracking and clear rules on which policies are worth paying for, reviewed against quotes that actually bind.
Usually yes, within the carrier's brand and approval rules. Many carriers expect their agents to run a local profile, reviews and community marketing, and they review anything that uses the carrier's name. The team works from those guidelines and keeps a record of each approval.
Commercial buyers are owners and finance leads who compare coverage at renewal. Pages for each niche you insure, LinkedIn for producers, content on the coverage questions those owners ask and a follow-up routine timed to renewal dates tend to matter more than broad consumer ads.
Only what campaigns need, such as names, emails, lines held and renewal months. Claims files, driving records and health details stay in your management system. Data handling follows your agency's privacy policy and the state insurance privacy rules you already work under.
Insurance agency marketing
Tell us which lines you write, where you are licensed and the accounts you want more of. Within 24 hours you'll get a free review as a PDF showing how shoppers find your agency today and what a matched team would do first.
Free marketing analysis
Your analysis is prepared by a senior project manager with 15+ years of experience in marketing.
Are you a marketer with experience in a specific industry? Join the team
Your website, full name, email and phone. A PDF with specifics within 24 hours.
Find out which marketer or team your business needs and where to start.
