The Insurance Marketing Playbook

Want a marketing plan that actually lasts longer than your New Year motivation? We connect ten health habits—hydration, sleep, cardio, strength training, and more—to simple, proven tactics that grow an insurance agency without burning out your team or your budget. From getting visible in your local community to building automations that work while you rest, we show how to create momentum you can s...

Most agents want “easy” leads, but real growth comes from trust you can measure and timing you can manage. We dive into the practical differences between networking and digital lead sources and share a simple system to turn cold clicks into warm conversations that close. You’ll hear how to respond to online inquiries fast without sounding robotic, why a warm introduction from your chamber or BNI g...

Most prospects judge your insurance agency before they ever call—by what they see on Google. We open the playbook for turning your Google Business Profile into a free, always‑on lead machine that builds trust, ranks locally, and converts searchers into inbound calls. We start with the essentials: claim and verify your listing, choose the right categories, and add services that match how people act...

We lay out a simple, repeatable method to define your ideal client and turn that clarity into content that converts. Two sample personas show how message, channel, and follow-up change based on age, habits, and needs. • why clarity on your ideal client matters • how to build personas from your book and community • two core personas: new homeowner and retiree • content that fits each persona’s habi...

Tired of posting bland, branded content that gets a few likes and zero quotes? We’re pulling back the curtain on a practical marketing system built for insurance agents who want real community trust and real policies. Shelby McFarland, CEO of The Marketing Broker, shares how we help independent and captive agents across the country design local-first content that actually converts. We start with t...