Social media marketing strategy
Shelterpoint Insurance
Shelterpoint Insurance will use plain explainers, seasonal reminders and a friendly face to turn local followers into messages from people who want their cover looked at.
More messages and enquiries · Under 100 US dollars a month
Fix these first
Say in each bio that you arrange cover from several insurers, and state the licences and authorisations you hold.
Set up a WhatsApp number with a greeting that asks for a name and the type of cover, and asks people not to send ID numbers or policy documents in the chat.
List the questions customers ask most, such as what an excess or a deductible is, and answer one in every week of posts.
Your platforms, in order
Facebook 5 posts in 4 weeks · Photo posts, Short videos, Group replies
Local groups are where neighbours swap the names of agents they trust, and a page shows how you explain things.
Fix on your profile:
- Use the logo for the picture and a photo of your front window or a local street for the cover.
- Write a bio that says independent insurance agency and names home, car, life and business cover.
- Switch on the message button and list the hours the phone is staffed.
- Pin a post that explains what independent means.
Instagram 4 posts in 4 weeks · Carousels, Reels, Stories
Carousels and Stories turn policy jargon into plain words that people save for later.
Fix on your profile:
- Keep the name and logo the same as on Facebook so people know it is you.
- Add a line to the bio naming drivers, homeowners and landlords.
- Link to the quote request page.
- Save highlights called Home, Car, Business and Questions.
WhatsApp 3 posts in 4 weeks · Status updates, Quick replies
Customers can ask a quick question or request a call back without filling in a form.
Fix on your profile:
- Set up WhatsApp Business with your hours and a short greeting.
- Add a quick reply that asks for a name, what needs covering and when to ring back.
Your content pillars
Cover in plain words 30%
- What an excess or a deductible is, in two sentences
- What contents cover usually asks about
Seasonal reminders 25%
- A look at your home before winter weather
- A note for landlords between tenancies
People behind the policy 25%
- Meet the person who takes your call
- How a renewal call works
Ask us 20%
- A question of the week, with names removed
- What to have ready when you ask for a quote
Your 4-week posting calendar
Week 1
The person behind the policy
Behind every policy at Shelterpoint Insurance there is a person. [name] takes your call, asks a few simple questions and explains the options from several insurers. Send us a message or call [phone] to talk about your cover.
Excess in plain words
Excess, or deductible in the US, is the part of a claim you pay yourself before the insurer pays the rest. Swipe for a simple example. This is general information. Message us if you would like us to explain the terms on your own policy.
Send us your question
Not sure what your policy means? Send us a message here with your question, but please keep policy numbers and ID numbers for a call. We will reply, or arrange a time to phone you.
Week 2
How a renewal call works
How does a renewal call work with us? We ask what has changed, approach several insurers and explain the differences in plain words. You decide, and we arrange it. Message us or call [phone] if your renewal date is coming up.
A home look before winter
Before the bad weather, walk round your roof, gutters and pipes, and check you know what your home policy says about storm and frost damage. A short look now saves surprises later. Message us to talk through your cover.
What independent means
What does independent mean? It means we are not tied to a single insurer. We ask about your situation, approach several insurers and explain what each option covers. Message us to find out how it works.
Week 3
Ask us anything
Ask us anything about insurance: excess, renewals, what a policy covers or how a claim works. We will answer a few in Stories this week. Send your question by message.
Ask for a call back
Want a call back about home, car, life or business cover? Message us your name and what you would like covered, tell us when to ring, and we will phone you. Please keep personal details for the call.
A note for landlords
Landlords: when a tenancy ends, it is a good moment to look again at your landlord policy and check that it still matches the property and how it is let. We can explain the options. Message us or call [phone].
Week 4
What to have ready for a quote
Asking for a quote? It helps to have the details of what you want covered to hand: for a car, the registration and driver details, and for a home, the address and contents. Message us when you are ready.
Insuring a new driver
Passed your test, or insuring a young driver? Swipe for what to expect when you ask for car cover and what to have ready. This is general information. Message us to talk about your own situation.
Our opening hours
You can reach us by phone [days and hours]. On WhatsApp, message us at any time and we will reply when we are back at the desk. For a quote, tell us what you would like covered and when to ring.
Words in [square brackets] are for you to fill in, like a price or an offer.
Your hashtags
Your advert budget
The numbers to watch
Messages and call backs a week
Add up the weekly messages and call back requests from Facebook, Instagram and WhatsApp.
Call backs arranged from social media
When a customer asks for a call back, ask where they saw you and tally the social media replies.
Questions that bring replies
Note which question or explainer posts get the most replies and plan more of them.
Call backs completed the same day
Note how many call back requests you manage to answer on the day they arrive.
How AI Web Maker runs this strategy
Every post sends people somewhere. On AI Web Maker your website comes with the tools that keep this strategy running every week:
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.
AI Blog Writer. Writes and publishes articles about your business on a schedule, so new visitors keep finding you on Google.
Contacts and leads. Every sign-up, contact form and chat lead lands in one place, so no customer slips away.
AI SEO Tool. Scores every page out of 100 and fixes each problem with a click, so the pages your posts link to climb on Google too.
AI Web Maker