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10/26/2020 · 11 min read
Execute insurance marketing by capturing content from real client conversations, sending a monthly value-first email to your AMS list, building manual audiences for paid ads, and tracking only four numbers: cost per lead, lead-to-quote, quote-to-bind, and 12-month retention.
10/14/2020 · 7 min read
Four disruptive tactics insurance agents can run this month: the proactive vulnerability call (no pitch), the honest coverage gap conversation, the wellbeing-framed referral ask, and the annual story-update meeting. Pick one, run it for 30 days, then add the next.
10/12/2020 · 6 min read
Greg Offner's disruption framework for insurance agents: stop running a script (presenting) and start running a real-time conversation (performing). Lead acquisition, onboarding, and retention with the client's actual worry, not the product. Connection precedes transaction.
10/09/2020 · 6 min read
Every insurance agent has one asset no competitor can duplicate: their specific background, experiences, perspective, and communication voice. Agents who build on that identity compete in a category of one. Agents who hide it behind generic branding surrender the only advantage that cannot be commoditized.
10/07/2020 · 6 min read
Nicholas Ayers' updated YouTube ad playbook for insurance agents: custom intent audiences targeting recent searchers, shorter creative built on hook-problem-offer, layered local geo targeting, and retargeting people who already visited your site at a fraction of cold cost.
07/29/2020 · 6 min read
Before posting on social media, learn how each platform actually works: post native content, understand engagement velocity, and target a specific audience instead of broadcasting. Observe each platform as a consumer for 30 minutes, study top accounts in your niche, then create.
05/22/2020 · 8 min read
Insurance clients buy peace of mind, not policies. Marketing Director Olivia Schmitt's client experience framework runs on proactive communication, plain-language clarity at every stage, consistent brand touchpoints, and structured listening. Agencies that design the post-sale journey retain more and refer more.
04/20/2020 · 7 min read
Lenders need three things from insurance agents: respond within hours not days, deliver the binder reliably by the date promised, and communicate proactively when there is an issue. Build the relationship before you need a referral. Show up at the mortgage office, listen, then operationalize solutions.
04/15/2020 · 6 min read
Stay on offense during disruption. Increase non-sales check-in calls to your current book, shift marketing budget to the digital channels prospects flooded, and document one process per week. Coma mode preserves cash short-term and forfeits market share, relationships, and team cohesion long-term.
04/10/2020 · 6 min read
Travis Gensler runs a tech-forward agency by building three things: digital intake so prospects can start the process at 10 PM, automated multi-channel follow-up, and renewal and retention workflows that run without the owner. Same leverage logic as the lawncare business he ran at fourteen.
04/08/2020 · 6 min read
Build a modern insurance agency on four pillars: diversified lead generation across three channels, a documented sales system, operations and retention systems that don't depend on the owner, and an intentional culture. Score yourself one to ten on each, then spend the next 90 days on the weakest one.
04/03/2020 · 7 min read
Direct mail works for insurance agencies because the mailbox is the channel competitors abandoned. Run targeted lists (homeowner value brackets, vehicle data, renewal windows), test creative with a clear offer, mail three times in 90 days, and track every response on a dedicated number. Frequency plus targeting beats one-off blasts.
03/25/2020 · 6 min read
Email your whole book with a human note from the owner, shift ad messaging from price to context, and double down on social, email, and Google while competitors go dark. Manage remote teams with daily five-minute check-ins, transparent activity metrics, and acknowledgment of what staff are dealing with at home.
03/13/2020 · 7 min read
Data-driven insurance marketing means using the information already sitting in your AMS for four levers: predictive targeting on life events, lookalike modeling from your best clients, retention intelligence that flags at-risk accounts before they cancel, and campaign optimization that compounds over time.
02/17/2020 · 7 min read
Ryan Hanley has spent his career helping individuals and organizations create meaningful long-term growth through content strategy and marketing. His framework for insurance agents replaces short-term tactics with sustainable systems that compound over time.
02/10/2020 · 7 min read
John Lee Dumas built Entrepreneurs On Fire into one of the most successful business podcasts in history. His principles of discipline, content creation, and audience-first thinking apply directly to insurance agents who want to grow beyond their current ceiling.
01/06/2020 · 6 min read
Build a tribe in four steps: proximity through in-person community presence, shared identity clients can belong to, co-creation that puts them in your content, and generosity with no strings. Track referral rate, not just policy count. Fans refer. Customers shop.
12/06/2019 · 7 min read
Bryan Dulaney's Perfect Funnel System for agents: lead with a free coverage guide (not a quote pitch), nurture through a 7-12 email sequence over 3-4 weeks, convert via consultation instead of quote, then automate the referral ask. Owned funnels run $15-$75 CPA vs $100-$400 on aggregator leads.
11/29/2019 · 6 min read
Insurance agents apply Natalie Jill's playbook by rejecting limiting stories about market and leads, reverse-engineering daily habits from a specific book-size goal, building a personal brand publicly with consistent storytelling, and protecting sleep, movement, and nutrition as performance levers.
11/11/2019 · 7 min read
Host a virtual summit of 20 local experts (realtors, CPAs, attorneys, planners) on a topic your ideal client cares about. Each speaker promotes to their list, you capture every email, and each speaker becomes a warm COI who owes you exposure, not the other way around.
