If your agency isn’t online, you’re basically invisible.
But don’t worry—we’re here to fix that. Let’s turn your agency into a lead-generating machine.
Wait—Why Do Insurance Agents Need Online Marketing?
Let’s be honest. “Marketing” might not be your favorite word. You didn’t get into insurance to become a TikTok star or SEO nerd. But here's the deal:
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Over 75% of people search online before making any decisions
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Most clients expect instant quotes, easy comparisons, and online enrollment
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Your competitors are online (some of them better than others)
Bottom line? Your digital footprint can make or break your sales. Let’s make sure it does the first thing.
First Up: Build a Website That Doesn’t Make People Cry
Your website is your storefront. If it looks outdated or loads slower than a dial-up modem, you're losing leads before you even meet them.
What your website needs:
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Mobile-first design: Over 60% of users are browsing on their phones. Make it snappy.
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Clear call-to-action (CTA): Don’t make people guess. “Get a Quote,” “Schedule a Call,” “Find a Plan”—pick one and make it obvious.
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Fast load time: Under 3 seconds. Use Google PageSpeed Insights to check.
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Live chat or chatbot: People want answers yesterday.
Pro tip: Embed a quoting tool like Quotit to let clients shop and compare plans right on your site.
Search Engine Optimization: Be Google’s BFF
Let’s talk SEO.
When people Google things like “best health insurance near me”, you want your agency to show up, right? That’s what SEO is for. It helps real people find you before they stumble into a competitor's quote form.
Keywords to focus on:
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“Best health insurance plans [in your city/state]”
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“Affordable health insurance options”
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“Compare health insurance quotes”
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“Find a health insurance broker near me”
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“Dental and vision insurance plans”
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“Health insurance for self-employed”
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“ACA plans in [your location]”
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“Medicare supplement insurance”
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“Short-term health insurance”
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“Enroll in health insurance online”
What to do:
- Add them to your homepage, services pages, and blog content
- Include local keywords like “Houston,” “Sacramento,” or “Florida” where relevant"
- Write blog posts that answer common questions (like “What does ACA insurance cover?”)
Reminder: Don’t “keyword stuff.” Write for humans first, algorithms second. If your site is helpful and easy to navigate, Google will like you too.
You don’t need to be an SEO wizard. You just need to be consistent and client-focused.
Social Media Isn’t Optional Anymore
You don’t need to dance on TikTok (unless you want to—we support that). But you do need to be where your audience hangs out.
Pick your platforms:
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Facebook: Great for Boomers & Gen X
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Instagram: Millennial-friendly visuals
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YouTube: Short explainer videos go a long way
What to post:
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Weekly tips: “What’s the difference between HMO and PPO?”
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Reminders: “Open Enrollment ends soon!”
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Client stories (with permission)
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Industry updates, made simple
Use a tool like Buffer or Hootsuite to schedule posts and save time.
Email Marketing = Lead Nurturing on Autopilot
Still one of the highest ROI channels around. People check their inbox more than their mailboxes (by a lot).
Your email toolbox:
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Welcome email: After someone downloads a guide or gets a quote
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Drip campaigns: 3-5 emails that educate and build trust
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Newsletters: Monthly tips, reminders, or product updates
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Reactivation emails: Win back cold leads
Try Mailchimp or ActiveCampaign for affordable, agent-friendly tools, or checkout Quotit's email marketing capabilities 😉.
Content Marketing: Show Off What You Know
Your clients Google things like:
👉 “Do I need dental coverage?”
👉 “What’s the best Medicare plan for 65+?”
👉 “Should I chose a PPO or HMO plan?”
Be the one who answers those questions—on your blog, in a YouTube video, or on social media.
What to create:
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Blog posts (like this one)
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Short videos (1-2 minutes)
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Webinars or live Q&As
Not a writer? That’s OK. Use AI tools like ChatGPT to draft blogs, then polish them up in your tone.
Paid Ads: Fast Results for a Price
If you want to show up right now, ads are the move.
Platforms that work:
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Google Ads: Bid on keywords like “Medicare brokers in [your city]”
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Facebook Ads: Target by age, interest, location
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LinkedIn Ads: Ideal for commercial brokers or group benefits
Start small. $5-$10/day can get you visibility fast. Track everything with Google Analytics and adjust as you go.
Reviews: Trust Signals That Sell for You
Nine out of ten people check reviews before choosing a provider. No reviews = red flag. Negative reviews = fix fast.
How to win the review game:
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Ask happy clients to review you on Google (send them a direct link)
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Make it part of your post-enrollment process
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Respond to every review—yes, even the grumpy ones
Pro tip: Add your best reviews right on your homepage.
Track Your Progress (Without Losing Your Mind)
You don’t need 10 dashboards. Just a few good metrics.
Key things to monitor:
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Website traffic (Google Analytics)
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Lead form conversions
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Email open/click rates
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Social media engagement
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Cost per lead (if running ads)
Check in monthly. Tweak what's not working. Double down on what is.
Final Thoughts: Don’t Be Boring. Be Helpful.
Insurance is personal. It’s emotional. And yes, it can be complicated. That’s why your marketing should feel clear, warm, and a little human.
Get out there and show people:
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You’re knowledgeable
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You’re easy to work with
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You’re actually listening
With the right tools (like Quotit 👀), a bit of planning, and a sprinkle of personality, you’ll be miles ahead of the competition.
