Review management for insurance agents, with you holding the pen
Review management covers the label holder on the front of your drawer: the lines a stranger reads on the agency's Google Business Profile before opening anything else. We handle review management for independent agencies by sending out a request for public reviews in your voice and drafting each reply for you to mark up.
A reply stays in the tray until you give the word, and each one omits customer names and financial details.
How we tend the label holder
Ask, gather, answer, in that order
Our review management moves in three beats. First comes a brief note asking for a public review, which you have read and signed. Next, whatever lands on the profile is gathered onto a single list. Last, a reply is drafted against each entry, and you change it, keep it or strike it.
The note goes to the customers you pick, and it never nudges anyone toward a kinder verdict. No one is screened out of the list for fear of what they might write, nothing is penned on a customer's behalf and no review is purchased. What a person posts is their own sentence under the agency's name, and it stays that way.
Replies run short and plain. They say thanks to the reviewer, mention the office phone and leave out any customer name or financial detail. Platform wording rules, and any rules for financial advertising that bear on public replies, are for you to study and follow; we never summarize them.
Four jobs on the review card
- Ask card
A short note you have already read
We write the request in your voice with the agency name and the profile link. You alter any word before a single note leaves.
- Reply card
A draft waiting for every new entry
A brief reply for you to read. It names no customer, mentions no financial detail and points to the office phone.
- Tally card
Everything counted on one sheet
A list of what has arrived on the profile, showing what is new and which replies still wait for your eyes.
- Label card
Profile wording matched to the cabinet
The profile's business name, street address, phone and service areas are set beside the details you supplied, so the drawer front reads like the website.
Where each review is filed
| Status on the card | Our part | Your part |
|---|---|---|
| Asked, no reply yet | Keep the note and the profile link current | Pick who receives the note |
| Newly arrived | Draft a plain reply with no names | Read it, edit it or strike it |
| Reply signed off | Post the version you marked | Nothing more |
| Reply set aside | Keep the draft in the tray, unposted | Decide whether to revisit it |
| Counted when the drawer closes | Add the entry to the monthly sheet | Look the sheet over with us |
The path of one review through the drawer
You pick the people to ask
We never choose the recipients. You supply the list, and the note goes to those people alone.
An entry lands on the profile
We notice it and set a draft reply on the desk, containing no customer name and no financial detail.
You read and decide
You edit the draft, sign it or set it aside. A compliance reviewer reads it too if your agency has one.
The reply is posted and counted
A reply you signed goes up, and the entry joins the monthly sheet, next to what your pages brought in by phone and form.
Standing orders for the review drawer
- You read every request note before it leaves
- No name is dropped from the list over a guess at what it might say
- No review is written on a customer's behalf, and none is purchased
- Replies leave out customer names and financial detail
- Each reply waits for your initials before it goes up
- The profile's name, address and phone line match the website
- Platform wording rules stay with you, not with us
Three notions about reviews worth filing away
Said at the next deskReview management means somebody writes the reviews for you.
What the filed page showsOur drafts are the request note and the reply. The review is always whatever its writer typed.
Said at the next deskIt is sensible to approach only the people likely to be pleased.
What the filed page showsWe do not screen the list. You pick the recipients, and the note never leans toward a particular verdict.
Said at the next deskA reply ought to say plenty about the customer's situation.
What the filed page showsOurs omit names and financial detail, stay brief and point the reader at the office phone.
Asked at the desk about the review drawer
Does a reply ever go up before I have seen it?
Never. Every reply waits as a draft until you read it, and one you set aside stays in the tray unposted.
Can a review I disagree with be taken out of the drawer?
We do not remove reviews. You decide whether to answer one, and the platform's own rules govern anything beyond that.
What goes into a reply?
A thank-you, the agency name and the office phone. No customer name and no financial detail appears, and you read it first.
Is this part of a monthly drawer?
It sits beside the Maps listing work, since the profile is the label on the drawer front. The pricing page shows each depth.
Will reviews show on the website?
Only where you choose to place them. No review text is put on a page unless you have read it and picked it.
Straighten the label on the drawer front
Send the agency name and a number that rings you, then we sit down over the profile together. A slot picked on the contact page works too.
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.
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.