Bing Ads management for independent insurance agencies

Bing Ads (Microsoft Advertising) is a second search platform that an agency can add to its drawer. We draft the ads, run them, and set the tally beside every other platform's, all within a login the owner keeps.

The owner reads each ad first, and only then does it go out.

A second search tab, filed behind the first

The cards for a search platform already exist by the time Bing Ads is added: the lines of business the owner listed, the towns on the map, the landing pages that wait behind each ad. Filing them on a second platform means rewriting the ad wording to suit it and opening an account for it. Nothing else about the drawer changes.

The account sits in the agency's name, with its own card and its own click budget, set by the owner. We work inside it at the owner's invitation. The negative list, which turns away job, exam and sign-in wording, is rebuilt in the new account, and the owner reads that list too.

Each platform posts its own wording rules; the owner reads them before any card is filed. A compliance reviewer at the agency, where there is one, sees every Bing Ads card before it goes in.

Four parts of a second search platform

  • Owner's account

    The login stays with the owner

    Login and billing card both sit with the agency. Our work happens inside, and the owner can look in whenever the owner likes.

  • Reused cards

    Lines and towns carried across

    The same lists that steer the first platform steer this one, so no line of business or town appears here that the owner did not name.

  • Negative list

    A fresh screen of skipped words

    Job, exam and sign-in wording is held back in this account too, so the click budget stays with searches for an office.

  • Own column

    A separate line in the tally

    Rings and sent forms that came by way of Bing Ads are entered in a column of their own, set beside the pages and the first platform.

Moved across, and made from scratch

Five parts of the drawer, compared across the first platform and this one.
Part of the drawerCarried over unchangedBuilt new for Bing Ads
Lines of businessThe owner's list, word for wordAd groups that follow the list
Towns and countiesThe same map the owner drewLocation settings inside the new account
Landing pagesThe cards already filed in the cabinetA tag that tells this platform's clicks apart
Ad wordingThe statements the owner has read beforeText reshaped to this platform's layout and read again
Click budgetThe owner's choice of how much to spendA fresh limit in the account, billed to the agency's card

Filing the second platform

  1. Open the account in the agency's name

    The owner makes the login, attaches a card and invites us in, so the card never leaves the owner's hands.

  2. Reshape the cards

    Each existing ad is rewritten to fit the platform, tied to its landing page and given a negative list. The owner reads the result before anything is switched on.

  3. Tally the new column

    When the month closes, the Bing Ads column is read beside the first platform and the pages. Rings and forms get counted, and nothing beyond that is claimed.

Asked while the second tab is still empty

Can Bing Ads be the only platform?

Yes. One platform is a full start, and the ad plans begin at a single platform.

Who holds the login for this platform?

The agency's. We are invited into it, and the card stays with the owner.

May two platforms point at one landing page?

They can. The landing pages are cards in the cabinet, and any platform can point at them. The tally shows which platform sent each call or form.

Do any customer details enter the ads?

None. Ads, forms and tracking keep customer names and every financial detail out.

Does this page promise calls?

No. A page can only describe what is built and counted. What the phone does next is up to the desk.

Add the second tab to your drawer

Mention whether Bing Ads would be your first platform or your next, and name the lines and towns to aim at. A callback slot is there if the CEO should ring at your chosen hour.

Which lines and towns get the first cards?

Name the lines of business you handle, the towns and counties you want calls from, and any nearby offices that pass people your way. Leave every customer name and every financial detail out of the note.

Tell us about the agency, its lines and its towns

Say which lines of business you want more calls for, which towns you cover and which offices pass people your way. A few lines is plenty, a person reads every note, and customer details stay out.

Choose a weekday and a thirty-minute window. As that window opens, the number typed above gets a phone call from Ross Cohen, our CEO.

Pick the slot

Whatever you select will be echoed in this spot.

Windows are half hours on weekdays, displayed for whichever zone is chosen.

Slide the first card into the drawer

During a call we can choose the opening cards for the drawer: which line of business goes in first, which towns are added after it, and which plan matches your volume.

Treat the drawer below as a picture; it is no forecast.