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Insurance

Marketing plays for insurance, ranked by votes.

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Submit a play for Insurance

1

Renewal-window reminder sequence

Sixty days before each policy's renewal date, pull the list from your management system and send a short email, followed by a text ten days later, asking the client to schedule a fifteen-minute call to review their coverage before the renewal goes through automatically.

by Marky team
2

Life-event trigger outreach campaign

Set up alerts in your CRM for life events clients mention, a new baby, a marriage, a new home, a new car, a child driving, and reach out within a week with a short note asking whether their current coverage still matches their situation, without stating what changes they need.

by Marky team
3

Annual bundle and policy review call

Once a year, call every client who holds only one policy type with you and offer a short review of their auto, home, life, and umbrella coverage together, noting where policies might be bundled or where a gap exists, without promising a specific rate or savings.

by Marky team
4

Policyholder referral introduction program

After a positive interaction, a smooth renewal, a policy review, or a claim handled well, ask the client directly whether they know a friend or family member who might want a second opinion on their coverage, and offer to send that person a short, no-obligation review.

by Marky team
5

Local event sponsorship and table presence

Sponsor or set up a table at one recurring local event a quarter, a school fundraiser, a farmers market, a small business fair, with a simple sign-up sheet for a free coverage checkup rather than a hard sell, and follow up with everyone who signs up within a week.

by Marky team
6

Coverage gap educational content series

Write one short article a month explaining a common coverage gap, underinsured home replacement cost, rideshare driving on a personal auto policy, water backup exclusions, in plain language, and have it reviewed against your compliance guidelines before publishing to your website and email list.

by Marky team
7

Review request tied to claims handled

After a claim closes, wait one week and then send a short message asking the client to describe their experience with the claims process on your Google Business Profile, focusing the ask on responsiveness and communication rather than the outcome of the claim.

by Marky team
8

Direct mail welcome offer to new homeowners

Pull a list of new home purchases recorded in your county each month, and mail new homeowners a short welcome letter offering a free policy review to make sure their new home's coverage, replacement cost, and liability limits match the purchase.

by Marky team
9

LinkedIn content for small business insurance clients

Once every two weeks, post a short LinkedIn update aimed at small business owners on one practical topic, general liability limits, cyber coverage basics, workers compensation classification, and invite direct questions in the comments or by message.

by Marky team
10

SMS reminder with a scheduling link for renewal review

Two weeks before an auto policy renews, send a text with a direct scheduling link to book a fifteen-minute review call, and send one follow-up text a week later only to clients who have not yet booked.

by Marky team