AI Web Maker90-day online marketing plan
Shelterpoint Insurance
Shelterpoint Insurance will win more calls by showing up when someone needs a quote, by explaining what independence means in practice and by staying in touch until the next renewal.
More calls and enquiries · Under 100 US dollars a month
Your three priorities
Put the agency on Google Maps and Search with a full Google Business Profile: lines of cover, opening hours, service area and a call button.
Publish a page for each line of cover in the words customers use, with a short quote request that offers a call back.
Gather the renewal date of every customer, with permission, and write to them in good time, because renewals are the moments when people look around again.
What your customers search for
| Search on Google | Searches a month |
|---|---|
| “insurance agent near me” | not measured |
| “independent insurance agent” | not measured |
| “insurance broker near me” | not measured |
| “home insurance quote” | not measured |
| “car insurance quote” | not measured |
| “small business insurance” | not measured |
| “landlord insurance” | not measured |
| “life insurance quote” | not measured |
Searches a month in United States, from Google's own search suggestions, shown as a range.
Your customers
New homeowners and people moving house
What they need: Cover arranged before the keys arrive, explained in plain words, with someone to ring about buildings and contents.
Where they look: Searches for home insurance quote, and estate agents and mortgage advisers who pass on a name.
Drivers and families with more than one car
What they need: A clear comparison of cover from several insurers and one person to call when the policy renews or a claim arises.
Where they look: Searches for car insurance quote and insurance agent near me, and recommendations from friends.
Small business owners and landlords
What they need: Cover for premises, stock, staff and rented properties from an agent who understands the trade.
Where they look: Searches for small business insurance and landlord insurance, accountants and local business groups.
Your channels, in order
Quote pages and Google search Medium effort · Low cost
People shopping for cover search for the line they need, and a page for each line puts you in front of them.
- Make a page for each line of cover in the words customers use, such as home insurance quote, car insurance quote and small business insurance.
- Keep the quote request short: a name, a phone number, the type of cover and a good time to call.
- Explain on every page what independent means for you, which is that you arrange cover from several insurers, and say which licences and authorisations you hold.
Google Business Profile Low effort · Free
Searches for an insurance agent near me show local agents with their reviews, and a complete listing earns a place among them.
- Pick the insurance agency category and enter your lines of cover, your hours and where you work.
- Ask customers for reviews about how you explained things and helped with a change or a claim, never about price.
- Post a short seasonal note each fortnight, such as what to check on a home policy before winter weather.
Renewal reminders Low effort · Free
Cover renews every year, and a message ahead of the date gives customers a reason to speak to you before they search elsewhere.
- Record each customer's renewal date, with permission, and set a reminder a few weeks ahead.
- Send a short email or text asking whether anything has changed, such as a new car, an extension or a new employee.
- Offer a short call to go through the cover and note any changes for the year ahead.
Local partners Medium effort · Low cost
Estate agents, mortgage advisers, car dealers and accountants speak to people just as they buy something that needs cover.
- Visit them with a one-page summary of what you arrange and who to ring.
- Ask your regulator or licensing body what is permitted before you agree any arrangement with a partner.
- Say thank you to partners who send customers, and keep each customer's cover private.
Facebook Medium effort · Low cost
Local groups and community pages are where households ask who they can trust with their insurance.
- Set up a business page with your lines of cover, opening hours and a message button.
- Post a seasonal reminder or a plain explanation every week.
- Answer questions in local groups with general information and an invitation to ring, following each group's rules.
What your website needs
- A home page that calls the business an independent insurance agency, lists the four lines of cover and keeps a call button within thumb reach.
- A home insurance quote page for owners, tenants and landlords, with what to have ready for the call.
- A car insurance quote page for drivers and families, explaining how you approach several insurers.
- A small business insurance page and a landlord insurance page, each listing the cover people ask about and what to have ready.
- A life insurance quote page that describes the choices in everyday words and invites a conversation.
- A how we work page that explains independence, how you are paid in general terms and the licences you hold.
- A claims help page that says who to ring and what you do for customers.
Your 90 days
Month 1: Open the doors
- Launch the website with a page for each line of cover, a short quote request form and your licence details.
- Complete the Google Business Profile with lines of cover, hours and service area.
- Set up the Facebook page and join the local community groups.
- Build the renewal list from your customer records, noting who has agreed to be contacted.
Month 2: Start the reminders
- Ask customers you have helped with a change or a claim to review the service on Google.
- Send the first renewal reminders to customers whose cover ends in the coming weeks.
- Visit local partners with the one-page summary.
- Add the how we work page and the claims help page.
- Post a seasonal reminder on Facebook and the Google Business Profile each fortnight.
Month 3: Keep customers calling
- Run a small Facebook advert to homeowners and drivers in your area that leads to the quote page.
- Follow up every quote request that did not become a policy with a short call or message a week later.
- Check in with partners who have sent customers and thank them.
- Check which reminders, pages and partners brought the most quote requests and repeat those.
Content ideas
- What a home policy usually asks you about before it starts, in plain wordsWebsite
- What independent means: how an agency arranges cover from several insurersWebsite
- Questions to ask any agency or insurer before you buy coverWebsite
- Who to ring and what to have ready if you need to make a claimWebsite
- A seasonal reminder to look at your cover before winter weatherFacebook
- A short post on how a renewal call with us worksGoogle Business Profile
- A reminder before renewal asking what has changed in your home, car or businessRenewal reminders
- A note for landlords on looking at cover between tenantsFacebook
Your budget
The numbers to watch
Calls and quote requests a week
Count the quote forms sent from the website and the calls that came from the Google Business Profile.
Quote requests that become policies
Of the people who ask for a quote, note how many go on to take out cover.
Renewals kept
At each renewal, note whether the customer stays and what they said about the service.
Introductions from partners
Keep a note of each partner who sends someone to you, and thank them.
Google reviews
Look at the new reviews each month and the service words customers use.
How AI Web Maker runs this plan
Your website is where every channel sends people. On AI Web Maker it comes with the tools that do the work of this plan every week:
AI SEO Tool. Scores every page out of 100 and fixes each problem with a click, so your pages climb on Google for the searches in this plan.
AI Blog Writer. Writes and publishes articles about your business on a schedule, so new visitors keep finding you on Google.
AI Social Media Marketer. Writes and posts to Facebook, Instagram and more on a schedule, sending people to your site.
AI Chatbot. Answers your visitors day and night from your own information, and takes the details of people who want to talk.
Contacts and leads. Every sign-up, contact form and chat lead lands in one place, so no customer slips away.
AI Marketing Outreach. Finds businesses that need what you offer and drafts a personal email to each, sent from your own domain.