Blogs

The AEP Marketing Checklist Every Medicare Agent Needs

The AEP Marketing Checklist Every Medicare Agent Needs

The Quick Take  Prepare now so you can sell later: The more marketing you build, schedule, and automate before AEP, the more time you'll have for client conversations and sales once the season starts.  Get found, then earn trust: Optimize your Google Business Profile,...

The Social Media Strategy Every Medicare Agent Needs Before AEP 

The Social Media Strategy Every Medicare Agent Needs Before AEP 

The Quick Take  Focus on Value Over Sales: Social media is an educational discovery platform meant to build trust and authority, not an aggressive direct-sales vehicle.  Tailor Strategy by Channel: Approach Facebook with a "friendly neighbor" local community mindset,...

Local SEO for Insurance Agents: How to Get Found on Google

Local SEO for Insurance Agents: How to Get Found on Google

The Quick Take  Local Search Drives High-Intent Leads: Google owns over 90% of search traffic, and 46% of all searches have local intent—especially among consumers aged 50+ and 65+ who prefer working with a local professional over an impersonal 1-800 call center. ...

How Insurance Agents Can Create a Month of Marketing in One Day 

How Insurance Agents Can Create a Month of Marketing in One Day 

The Quick Take  Start with one piece of anchor content: Create one in-depth piece of content, such as a blog article, webinar, podcast episode, or long-form video, then use AI to turn it into social media posts, short videos, emails, quotes, and other content you can...

12 AI Marketing Tips Insurance Agents Can Use This Week

12 AI Marketing Tips Insurance Agents Can Use This Week

The Quick Take  Why it matters: 78% of financial advisors say peers who don't adopt AI in the next 3-5 years will fall behind competitively. Marketing is where AI delivers the fastest, most visible results, and it's where most agents are leaving time on the table. ...