Tell Us About Your Agency

We'll use your answers to recommend the best social media strategy for your insurance agency's size, client base, and growth goals.

Choose an option…
  • Choose an option…
  • Solo agent / independent broker
  • Small agency (2–10 agents / producers)
  • Mid-size agency (11–50 agents / producers)
  • Large agency or multi-location brokerage (50+ agents / producers)
Choose an option…
  • Choose an option…
  • Turning social media followers into qualified quote requests and policy enquiries
  • Building credibility and standing out in a compliance-heavy industry
  • Getting existing policyholders to share content and refer their network
  • Staying top-of-mind with policyholders between renewals and claims
Choose an option…
  • Choose an option…
  • Small and medium-sized businesses (commercial lines)
  • Young families and first-time policyholders
  • High-net-worth individuals and families (private client)
  • A specific niche (e.g. health insurance, life insurance, Medicare, professional liability, trucking)
Choose an option…
  • Choose an option…
  • We do very little — an inactive profile or two
  • We post occasionally, mostly on Facebook or LinkedIn
  • We post regularly but results are inconsistent
  • We post consistently across channels and want to scale it
Choose an option…
  • Choose an option…
  • Very important — I want to build credibility with educational videos and client stories
  • Useful, but not my main priority right now
  • I just need simple posts and graphics to stay visible and compliant
  • Not something I've thought about yet

Please answer all questions to generate your social media recommendation.

✦ Your Personalised Social Media Recommendation

Your Social Media Strategy is Ready

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Your Personalised Social Media Summary

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Our Top Social Media Recommendation for Your Agency

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Top 3 Social Media Actions to Take Now

    Recommended Social Media Tools

    Handpicked social media platforms for insurance agencies — with affiliate links to get you started.

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    Your Social Media Rollout Timeline

    🗓️ Week 1 — Foundation

    🔄 Month 1 — Momentum

    📈 Month 3+ — Scale

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    3 Social Media Best Practices for Insurance Agencies

      Social Media Launch Checklist

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