With so many insurance agents available, what’s going to make you stand out from your competitors? Digital marketing needs to be a priority in order for your insurance agency to grow your prospects, reach new clients, maintain existing client relationships, and more. If you’re in the insurance industry: Health Insurance, Life Insurance, Auto Insurance, Home and Renters Insurance, Umbrella Policies, Travel Insurance, Pet Insurance, and Medicaid/Medicare Agents, Advent Trinity can help you!


A website is an ideal place for agents to educate clients and provide valuable resources. Agents must provide information beyond themselves and the services they offer. You should focus on delivering content that can help guide potential clients throughout their buying or selling process.

A great insurance website design is not just eye-catching, it’s effective as well. Some website designers focus strictly on the visual aspects, others simply focus on creating a simple and useful website that is straight to the point. An effective website for insurance blends both the visual aspects and usefulness into one design.

The perfect insurance agency website design allows customers to find information like products, resources, hours of operation, and contact info easily without too much distraction. A well-designed website can help agents increase brand awareness and attract more quality leads.

Lead generation is a crucial skill for insurance marketers. When it comes to generating insurance leads online, your landing pages could mean the difference between a new lead or missed opportunity. With potential clients increasingly going online to research or buy insurance products, it’s becoming more and more essential for agents to build an online presence to grow their existing client base, and provide easily accessible tools resources for current and future prospects. It is also much easier for a client to refer you if you have a website.

Agents who own their website have access to rich analytics reports, which you most likely wouldn’t have access to on a brokerage website. You can get valuable information about how visitors reach your website, keywords used in searches, pages visited, and what content drives the most traffic.

Your website is a great place for an insurance agent to capture leads. Quotes, FAQs, and blogs will make an agent’s website the go-to resource for clients. It’s also important to have a live chat feature – shoppers will want to ask questions, but not necessarily call you. Through strategic content, interactive features, and a successful user experience, website users can easily be converted to becoming long-standing and committed clients.

If your website has a quote tool, you can ask potential clients to provide their contact information with a simple web form, thereby helping you capture leads and earn more clients.

A study conducted in 2015 reported that “84% of consumers believe that small businesses with websites are more credible than ones without an online presence” (source). Having a website gives your potential clients confidence in your ability to offer them the products they need.

Having a professional website with engaging content and videos will increase traffic and promote sales. The layout, the color scheme, images, the number of extraneous items and distractions, the type of content, the type of advertising, the ease of finding a contact page, and the ability to independently find answers to questions are things insurance agencies need to take into consideration when developing their site.

Social Media

Every insurance company wants to establish a social media presence in order to stand out and get noticed. In a world of social media followers, it has become easier for companies to hone in and target specific groups of prospective customers. With literally millions of people worldwide on social media—and many on hours throughout each day—it is simple to reach a vast number of potential clients this way.

To win their trust, deliver high-quality content, think about your platform’s audiences, engage with your audience, and take advantage of online reviews.

No matter where you do business, the insurance market at large is constantly evolving. Keeping your clients in the loop with advice, helpful content, or industry reports shows that you’re an active participant in your industry. You don't always want to sell, sell, sell to your potential clients. Make sure you are adding interactive and engaging content.

According to Social Media Today, people and businesses use Facebook Messenger to send 20 billion messages per month, and 300,000 Messenger bots are active on the platform. A bot can answer questions 24/7 and can significantly reduce your workload. Having a chat option can help you generate leads.

Social media has affected the way we interact with one another as people and businesses. This is especially true for insurance agents, which is why having a social media presence is no longer an option – it’s a necessity.

AD Campaigns

Insurance agencies are up against stiff competition. Every person looking to purchase insurance is looking for the best deal, which means they're probably spending a lot of time searching on Google. Pay-per-click (PPC) advertising is a great way to get your insurance agency in front of potential clients who are searching for the best deal, specific policies, or simply an insurance agency nearby.

While you may think most people ignore ads, one survey by the research and rating website Clutch, said 75% of people say paid ads make it easier to find the information they are searching for.

The main benefit of a PPC advert is that you’re not going to get charged until someone clicks on your ads. According to research, marketers average over 2.47% conversion rate with Adword.

However, creating PPC campaigns for your insurance agency is not easy. The Google ad platform has gotten so complicated these days that even experienced analysts have to pay close attention. A reputable digital marketing agency like Advent Trinity will simplify the process for you. We can stretch your ad budget much further than you can on your own.

With low-cost website marketing and hyper-targeted social media ads, insurance agents can easily capture leads while keeping their costs low. Facebook is the number one platform for capturing leads for Gen X and Baby Boomers.

Brand recognition and awareness are everything in the world of marketing. Advertising online helps you generate better brand recognition. The more people who see your brand on social media, side-bar ads, email campaigns, etc., the more you will become implanted in their minds.

Because of online advertising's cost-effective, adaptable, and versatile nature, it can be done on a large scale and for long periods, or in short stints (i.e. you have a limited-time offer).

Our job as a digital marketing agency is to deliver timely and engaging campaigns that help grow your customer base and increase your ROI. Creating and delivering engaging content, maintaining customer communications, establishing an online presence, reviewing data-driven analytics, setting up paid advertising initiatives – it’s a lot of work. However, having a strategic and effective digital marketing plan in place allows you to target specific markets that will bring you more leads.

Advent Trinity provides data-driven insights and marketing metrics that deliver meaningful results. And if something's not working, we can pull it and try something else. Online advertising allows you to be fluid and adaptive in your marketing.

Email Marketing

Email marketing is another way insurance agencies can increase sales. Some benefits of email marketing include cost-effectiveness, sharability, and it is easy to measure a success rate (ROI). Emailing clients can increase trust and loyalty and develop relationships among agents and clients.

Emails are one of the most converting digital marketing strategies in the insurance industry for a couple of reasons. First, email marketing is known for its high ROI. For every $1 you spend on email marketing, you can expect an average return of $42. Second, email marketing is wildly underutilized by businesses, with only 26% regularly using email marketing for sales. Finally, the average open rate for marketing emails is 22%, which is a good percentage.

Email campaigns allow you to connect, engage, and compel with your new leads while keeping existing customers interested in your service. According to a recent report, 86% of consumers would prefer to receive emails.

Advent Trinity can set your agency up with a way to capture customers’ information, set up a CRM (customer relations management system), and stay infront of them with valuable information. We provide analytics that can help you see which types of emails, subject lines, and body copy are most effective. You can use what you learn from your email analytics to guide your future email marketing strategy.

By sending emails, you stay top-of-mind with your current and past clients and professional connections and it’s easy to get more leads and direct traffic to your listings.


SEO is a critical piece of an insurance marketing strategy. Insurance agencies are facing more competition than ever before, often competing against the national and international carriers and other local competitors. There are various SEO strategies you can implement to rise above your competitors to become the top insurance agency in your market, but it’s not easy.

SEO, or search engine optimization, is the process of making sure that search engines (and other automated devices) can keep your most valuable information (phone number, hours of operation, location, products, etc.) up to date.

Your clients are doing their research online to help them decide who they should do business with. They’re looking at reviews, who shares your content, and who has the best resources.

SEO has gotten extremely complex. It’s not something you can learn on the fly. Consulting with an experienced marketing agency like Advent Trinity can help you see where your website could use improvement. Having SEO will increase your visibility in Google and other search engines and generate organic traffic that ultimately converts your prospects into clients.

Local SEO is a game-changer in the insurance biz. With people searching for local insurance agents with local information, you have to optimize this area.

By making sure your business listings are currently online, you can boost your SEO. A blog can also be helpful when establishing your online presence as search engines will constantly be crawling your site looking for new information that may be helpful to a potential customer.

Traffic to blog posts can come from search engines (SEO), social media (Facebook, Pinterest, etc.), and links from other websites. So when you sign up for an all-inclusive marketing package, we can make sure your blogs and your website are promoted across all platforms.

Content marketing is the hallmark of a responsive insurance website. A mobile-optimized, highly responsive website with no valuable content is a total waste. Content marketing is a critical part of SEO and the best way to have your website indexed. Website content helps you build credibility, reputation, and connect with the audience.

Having a blog can establish you as the go-to insurance expert in your local niche while building customer loyalty and increasing engagement and client retention. The more your client can get to know about you and the people behind the scenes via your blog, the stronger the connection they will have to your agency.

Many agents know the benefits of blogging and constantly updating other content on their website, but it’s difficult to maintain the consistency needed to be found on SERPs. There is research, writing, formatting, and scheduling that all go into maintaining a blog. Outsourcing maybe your best option.

Advent Trinity will make sure your website content is of good quality and authentic. We do all the research for you to include keywords, making sure that your site is quick and user-friendly and can be found where your customers are looking. Your website content must solve a problem and answer a question.

Other Marketing Techniques

Logo Design and Branding

It’s hard to develop a logo without having a clear idea of your branding. It’s much more than choosing colors and font, although those things are important as well.

Your brand needs to tell a story of who you are as an agency and the culture you want to cultivate. You must have your buyer personas fleshed out, a mission and vision statement, as well as your company’s core values. Once you have that in place, then you can create your logo.

Logos are the most recognizable marketing tool, which makes this element of your branding strategy crucial for creating a base of loyal clients. Not only does your logo determine the initial impression on new visitors, but it also provides an image for loyal clients and transfers the message of your business.

Good logos make clients think about an idea that underlies your brand. They can form an opinion before they’ve even talked to you. Logos should reflect your business's personality, be eye-catching, and tell a story.

Reputation Management

Insurance is a referral-driven business, and it used to be that smaller, independent agents relied solely on word-of-mouth for new business. Your online reputation is just as important as person-to-person referrals.

While your website content is vital, there is another type of online content equally important: online reviews.

Today’s consumers check online reviews for most services, including insurance agents. What’s said about you in those reviews has a big influence on their decision to work with you.

This starts with your service itself. Realize that everything you do with clients impacts your marketing. Today a business must make customer service part of their culture. It’s crucial to follow up with clients and encourage them to leave you a review.

Regularly monitoring your reviews gives you a better understanding of what clients think after they use your services. You can then use this information to improve your operations.

Want your insurance agency to rank higher on Google search results pages? Start by asking everyone for reviews on your business profiles.

Having a local listing management plan not only ensures that your online business listings are attracting clients; it’s also informing them of any operational changes within your company and portraying the image you want to reflect.

Over the past few years, local SEO has skyrocketed to the top of brand reputation priorities thanks to the rise of “near me” searches. Ensuring that your listings have up-to-date information on your business helps fuel purchase decisions and deepen trust with the consumer.

Here are five ways Advent Trinity can help with reputation management:

  • Monitor online reviews
  • Respond to negative reviews
  • Ask for reviews from customers
  • Keep your listings updated
  • Research the competition

Video marketing can take place on a physical website, through a social media platform, on a blog, on YouTube, or something similar. Videos can be embedded anywhere and are extremely effective in capturing client attention and are also a much more creative and engaging way to present information quickly—and most importantly for the agency to represent their brand. Video marketing can help in the following ways:

  • Videos establish credibility and trust
  • Videos increase conversion and sales
  • Videos allow for shareable content
  • Video ads and email marketing go hand-in-hand
  • Videos cater to mobile users

The idea of creating videos to market your insurance business has been around for ages. What’s changed is the importance of incorporating videos into your content strategy and what platforms you share them on. Video marketing is the use of videos to promote your agency and services, reach a wide audience, and boost engagement on your social media channels. It’s also a cost-effective way to reach customers and stay ahead of competitors.

76% of adults surveyed say they’ve purchased after watching a marketing video.

Millennials (18-34) are most likely to respond favorably to video marketing, with 85% of them saying they’ve purchased a marketing video.

56% of millennials name video as the most engaging content type available on the web today.

50% of the adults surveyed find videos more engaging than other content forms.

Most successful digital marketing experts in the insurance industry implement testimonial videos. Prospects can see firsthand the real people that use your services.

There are significant advantages to your agency investing in and producing promotional videos that make a lasting impact. By regularly sharing quality, engaging videos with your audience, you’ll build trust and credibility, which will keep clients coming back and giving you referrals.

Video marketing is one of the most powerful marketing tools as it fosters engagement, storytelling, and authenticity.

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