Insurance agent marketing, filed in one drawer from search to the desk

Insurance agent marketing means search pages, a Maps label, ads, a website and public review replies, and a marketing company for independent agencies has to keep every one of them somewhere findable. We keep them in one drawer with one index.

You pick which lines of business and which towns go to the front. We plan the cards, write them, run the ads and tally the drawer when the month closes.

Why loose cards belong in one drawer

Marketing piles up as loose cards: a page written in one season, a listing begun in another, a campaign left running after its owner moved on. Nothing says which card matches which tab. With a shared index, an edit to one card is checked against its neighbors in the tray.

The cabinet here is your website. The Maps listing is the label on the drawer front, landing pages are the cards, and an ad is a card slipped to the front for a while. The desk is where a phone rings or a message arrives, and the tally at month close names the card that was pulled to get there.

Six cards in the marketing index

A row for every piece: its place in the drawer and your hand in it.
Piece of the drawerFiled whereYour hand in it
Landing pages for lines and townsThe tabbed middle of the drawerWhich lines and towns get a card, and their order
The Maps listingThe label on the drawer frontSpelling of the agency name and the street
Google Ads campaignsA card slipped in at the front for a whileBudget, towns and the lines the ads point at
Campaigns on Bing Ads (Microsoft Advertising), a second search crowdA second card behind the firstWhether to add one, and when
Campaigns on Meta Ads (Facebook and Instagram), for people not yet searchingA third card, added lastWhether you want one, and every line of wording
The website and review repliesThe cabinet around the drawerEach sentence on a page and each public reply

Six jobs under one marketing plan

  • Pages

    Cards for lines and towns

    One page behind a tab for each line and town you list, drafted by us and filed after your read.

  • Maps

    The drawer-front label

    The Google Business Profile is ours to manage and matches the site wording; no edit is made before you have seen it.

  • Ads

    Cards for the front of the drawer

    Search ads pointed at the lines and towns you choose, with the wrong errands struck off, meaning searchers who are not shopping for an agent.

  • Content

    Strategic Content Assets, filed monthly

    Written pieces answering what people ask while looking for an agent to talk to, shelved only once you have signed them off.

  • Site

    The cabinet itself

    Pages for each line and town plus a contact page, built into a cabinet that Gold and Platinum have hosted and edited for them.

  • Tally

    The monthly drawer count

    Every ring and message is logged against whatever drew it, so next month's cards follow the count.

Three inputs only you can supply

Insurance agent marketing begins with your lines of business, your towns and counties, and the platforms you care to try. A line you omit gets no card. A town you add gets one.

The sequence runs pages, Maps label, a website where your plan has one, then ads, platform after platform. Someone typing insurance agent near me or local insurance agent near me reaches a card written for that errand and filed behind the right tab.

How the drawer gets filled

  1. Receive your list

    Lines, towns and platforms come across the desk and get sorted into tabs.

  2. Draft and hand over

    Pages, ads and public replies arrive loose on your desk, with your own reviewer's desk too if you have one. Nothing is published before your yes.

  3. File in sequence

    Pages go in, the Maps label is matched, and each ad platform opens on the budget you set.

  4. Count, then plan the next tray

    Rings and messages are tallied per page and per ad at month close, and the next cards are chosen from that.

Three beliefs about running an agency's marketing

Said at the next deskTurn on every platform on day one.

What the filed page showsA platform joins the drawer singly, so its card is counted before the following card is slipped in.

Said at the next deskAds and organic pages are rival drawers.

What the filed page showsThey share one index. A page can sit behind an ad, and the tally shows which card was pulled.

Said at the next deskA marketing company posts whatever it likes.

What the filed page showsNothing in insurance agent marketing reaches the drawer unread. Drafts wait at the front until you say they may be filed.

Where our work stops and yours starts

The work on search, maps, ads and the cabinet is ours. What your agency sells is yours: you word or sign off each statement about a line of business, and you read the rules of every ad platform and of any body that oversees you.

The contact form is four boxes, a name, an email, a number and a message. Customer names and financial details have no box there, nor in ads or public replies.

Questions about the whole drawer

Must every piece be in place on opening day?

No. A drawer can open with pages and a Maps label, and ads or a website slip in later.

Who picks the lines and towns to push?

You do. We sort the list into tabs and suggest an order, and you can shuffle any card forward or back.

Who settles with the ad platforms?

Your agency, through its own platform account. Our fee for managing the ads is separate from that money.

How will I know what the marketing did?

The tally lines each ring and message up with the card that drew it. It describes cards pulled, never any customer.

Is there a shallower drawer?

Yes. The search side opens with an entry tray, with three deeper trays beyond it, and the ad side takes one, two or three platform cards.

Tell us what is in your drawer today

Say what pages, listings and ads are already on file, using the contact page. If you want a callback, the slot picker there sets when the CEO phones.

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.