The Insurance Agency Facebook Marketing Strategy That Works (2024)

​A lot of insurance agents are frustrated with Facebook.

They ask me things like:

  • “What can I post about insurance that’s interesting?”
  • “Where will I find the time to do all this?”
  • “How is this going to get me more quotes?”


​These are all valid concerns and to be 100% honest with you, I think a lot of insurance agents will never crack that code.

Developing a Facebook page about insurance that people actually care about is a HUGE challenge that can take A LOT of time.

That’s why I wanted to teach you a Facebook marketing strategy that:

  • Anyone can follow.
  • Takes very little time.
  • Will get you more local exposure.
  • Will get you more local connections.
  • And… it’s NOT about finding or creating interesting content!

Got your attention? I hope so!

The gameplan I’m offering here is a paradigm shift away from how you’ve been told to use Facebook (as a business).

So much Facebook marketing advice is about pretending your businesses is the center of the universe.

It’s not.

They say if you create a fun, exciting, and engaging Facebook page people will come in droves.

Not true.

That’s like opening a new insurance agency and waiting inside for people to come!

I want you to put down the broken megaphone and start using Facebook to listen and communicate instead.

And I’ve made it easy for you!

The key to this strategy is to Use Facebook as your agency the way you use Facebook as yourself.

Don’t worry, I’ll explain…

​First, What Does It Mean to Use Facebook as My Agency?

Using Facebook as your agency is very similar to using Facebook as yourself, except that anything you do will be attributed to your agency, not you.

When you click the like button on a post people will see “ABC Insurance Agency likes this” instead of “Joe Smith likes this”

When you comment on something it’ll show your agency’s name and profile picture next to your comment instead of your smiling mug.

You’ll also have a separate news feed that is full of updates from the pages you liked as your agency, not the ones you personally like.

How Do I Use Facebook As My Agency

​1. Go to your agency page. (login if you’re not already)

2. Click the arrow in the upper right corner and choose “Use Facebook as” and select your agency’s page. (if you don’t see it there, you’re not an administrator on the page)

​3. That’s it, now you’re using Facebook “as your agency”. Until you switch back, everything you do on FB will be attributed to your agency page.

(to switch back to yourself just follow the same directions.)

What Can I Do on Facebook as My Agency That’s So Valuable?

1) Create a Newsfeed that helps you run your business.

Your agency’s Facebook newsfeed delivers the most up-to-date posts about the business and organization pages that you’ve “liked”.

By liking as many local businesses and organizations as possible, your agency feed becomes a “listening center” for all things related to the local community and all your professional connections. (and don’t forget to like my FB page as your agency too!)

Once you’re using FB as your agency, just click the FB icon in the top left corner to access the agency’s newsfeed and you’ll get an ever-evolving list of updates to interact with as your agency!

2) Generate goodwill from your agency.

There’s a lot of local businesses just like you that want more likes on their pages and love getting likes when they post to Facebook.

You can also make positive and supportive comments about local charities and businesses and spread the word about their events on your Facebook wall.

You’re building up tons of positive local karma without spending a dime!

3) Get free exposure

When you like or comment another business’s post, the people that follow that business may see your agency name below the post and can even click a link right to your agency’s page!

Stay 100% positive and don’t even come close to appearing like you’re just in it for the exposure.

4) Maintain networking connections

When you meet someone at a networking event (or anywhere else), like their business Facebook page as your agency.

Every now and then “like” their posts and make a positive comment.

You can stay top of mind with very little effort!

5) Stay informed about your community.

Chances are you wouldn’t want to “like” the Facebook page of every local business and organization with your personal account because it’d make your Facebook newsfeed too cluttered.

With your agency’s newsfeed, however, you could like everything in your community and NEVER miss out on a local community event or news that you should know about.

6) Connect with new people

The comments of a post on another business’s Facebook page is a fantastic place to communicate with and meet new people.

You could even just click the “like” button on other people’s comments if they say something you like!

Next time they need insurance they just might remember you’re the insurance agency that liked their comment on the pizzaria’s page.

7) Get PR credit for the agency

If you’re already involved in any charity work in the community on an individual basis you can use your agency’s Facebook page to like and comment on that organization’s Facebook page instead of your personal one.

You’re already making the contribution, let the agency get credit for it.

8) Write positive reviews

You can write on other business’s walls with positive reviews. Your comments should show up in the “Recent Posts by Others” section.

And what’s great about Facebook is no one expects you to write more than a sentence or two.

​A Few Rules of Etiquette:

  1. DO NOT EVER post on another business’s page about your company. It’s their page, keep it about them.
  2. DO NOT EVER post anything controversial or negative as your agency. You’re representing your business and anything you write on Facebook as a business could be seen by the public.
  3. DO NOT EVER get caught looking like you’re trying to steal someone else’s audience for your exposure. Just keep everything positive and not about you and it’ll be fine.
  4. DO NOT OVERDO IT – Don’t like every post of every business every day or it’ll be obvious you’re just trying to SPAM Facebook with your agency page. You can engage frequently with pages that have a lot of activity, but don’t be the only “liker” of a company’s posts time after time.

​Here’s an Actionable Game Plan:

After switching to use Facebook as your agency:

1) Like all the company pages of your biggest commercial clients.
2) Like as many local non-profit organizations as you can think of.
3) Like all the biggest local businesses (the more fans they have the better).
4) Go through your LinkedIn connections and like all their Facebook pages.
5) Like the Facebook page of the following organizations

  • Local Chamber(s) of Commerce
  • Local city government pages
  • Local library
  • Local transportation/highway department
  • Local police and fire department
  • Local farmer’s market
  • Local community event committees
  • Local sports organizations
  • And any other local Facebook page you can think of.

​​6) Use your newly created newsfeed once or twice a week to like posts, make comments, and find information of interest to share on your own Facebook page.

Yes, it’s still work. But all you need to do is react to other people’s content and spread positive messages!

The pressure is entirely off of you!

Over time, you’ll also learn what works for other businesses so you can copy their work with your own audience.

And one last thing…

If you’re excited about a Facebook marketing strategy that allows you to connect with more of your community faster and easier than what you’re doing now, would you do me a couple favors?

  • Click the Like button so I know you’re going to use this strategy.
  • And share a link to this page with another agent or sales manager who could benefit from it.

And if you have any questions, comments, or new ideas please use the comments below!

- John

The Insurance Agency Facebook Marketing Strategy That Works (2024)

FAQs

Do Facebook ads work for insurance agents? ›

You can use Facebook ads for insurance leads to help you find a new audience or to reengage with an existing one. This is one of the major reasons why Facebook insurance leads ads can be so effective for an insurance agency marketing strategy.

How to use Facebook to sell insurance? ›

‌Make your Facebook Ads for insurance agents more successful with these tips and best practices.
  1. Do some competitive analysis. ...
  2. Select your target audience wisely. ...
  3. Use high-quality photos. ...
  4. Run some tests. ...
  5. Integrate your Instagram. ...
  6. Use existing posts. ...
  7. Mind your branding. ...
  8. Create timely ads.

How to effectively market insurance? ›

Let's explore eight effective ways of amplifying insurance sales:
  1. Revamp Your Website. ...
  2. Build an Effective SEO Strategy. ...
  3. Create a Social Media Presence. ...
  4. Leverage Customer Reviews. ...
  5. Develop an Enticing Referral Program. ...
  6. Run PPC (Pay Per Click) Ads. ...
  7. Use Email Marketing. ...
  8. Adopt Offline Insurance Marketing Strategies.

How to get life insurance leads from Facebook? ›

Leveraging Facebook's location targeting feature allows you to target users within a specific radius of your agents or branch locations. You can also make your ad content hyper-local by including a local business address and phone number. Besides, Facebook lets you personalize your ads based on life events.

How do I write an insurance ad? ›

How to Write an Insurance Ad
  1. Choose your ad. There are various types of ads out there. ...
  2. Use the right platform. Texts ads appear on search engines like Google or Bing. ...
  3. Keep to the character limit. ...
  4. Keep it local. ...
  5. Mention your specialties. ...
  6. Include a call to action.

How to get insurance leads on social media? ›

  1. Find Your Target Social Niche. ...
  2. Pick Your Platforms With Care. ...
  3. Design Your Online Profile to Draw in Leads. ...
  4. Use the Algorithm to Your Advantage. ...
  5. Share Industry-Leading Content. ...
  6. Determine Your Approach. ...
  7. Engage With Other Professionals. ...
  8. Target Ads at Your Niche.

How to sell life insurance through social media? ›

Here are three basic rules to follow in your efforts to prospect on social media:
  1. Don't Blast Everyone on Social Media With Your Sales Pitch. Focus on engaging your audience and starting conversations.
  2. Establish Credibility. ...
  3. Solve Your Customers' Problems.

How do Facebook claims work? ›

When you file a claim, answer the questions presented, and include details regarding your issue within the form. We'll review your claim, including any messages that you and the seller sent to each other along with supporting documentation from the buyer and the seller. We'll typically respond within 48 hours.

What is the marketing plan of an insurance agency? ›

To promote your agency, you can:
  • Hand out business cards. Business cards are a tried-and-true method of getting your contact information into a prospect's hands.
  • Sponsor events. Host a charity event, or back a tee-ball team. ...
  • Enter referral agreements. ...
  • Go where your customers are. ...
  • Encourage give-and-take.
Jan 9, 2023

How to sell insurance successfully? ›

7 Insurance Sales Techniques
  1. Tell a Good Story. Storytelling is a powerful way to influence the human psyche. ...
  2. Solve a Problem. ...
  3. Prioritize Loss Over Reward. ...
  4. Show Value Beyond Price. ...
  5. Quickly Address Objections. ...
  6. Ask Questions. ...
  7. Follow Up.
Sep 28, 2022

How do I succeed in insurance sales? ›

How to Be a Successful Insurance Agent
  1. People Skills. People skills are the number one characteristic of a successful insurance agent. ...
  2. Good Salesmanship. Insurance agents are salespeople by nature. ...
  3. Customer Service Skills. ...
  4. High Energy Level. ...
  5. Honesty. ...
  6. Knowledge on a Variety of Products. ...
  7. Choose the Right Carrier.

Can insurance agents use social media? ›

Thanks to social media, insurance agents can now build trust among their clients by posting relevant content such as testimonials and behind-the-scenes insights. Showcasing their expertise and commitment to client service on social media channels can instill confidence in clients when purchasing insurance offerings.

What is not allowed in Facebook ads? ›

Include improper grammar or punctuation. Include sexual content, nudity or allusions to sexual activity. Reference or imply a user's personal characteristics, including but not limited to race, ethnicity, religion, beliefs and sexual orientation.

What insurance marketing system does not use agents? ›

A direct response marketing system, unlike other marketing systems, does not involve the sale of insurance through local agents. Instead, the insurer's employees work directly with applicants via telephone, email, and the Internet.

Do Facebook ads really help? ›

Do Facebook Ads Work? Yes, Facebook ads work because of their high level of audience targeting, the number of users on the platform, and analytical insights. Through successful iteration and experimentation — combined with a good strategy — brands can see a positive return on investment from Facebook ads.

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