Facebook ads for insurance agents

Facebook Ads for Insurance Agents

Facebook ads for insurance agents work when the ad asks about one line of business and somebody reaches the person in seconds. Nobody opens Facebook wanting to compare carriers, so the ad has to supply the reason, and your agency has to be the first voice they hear, because a quote request is worth very little an hour later.

Book a Stride Scaling Call Offers that work
clients served
400+clients served
to first reply
< 2sto first reply
to go live
2-3 wksto go live

Example call conversation between Nora, an AI assistant for Crestview Insurance Group, and a lead named Priya.

  1. Nora (AI): Hi Priya, this is Nora, an AI assistant for Crestview Insurance Group. You asked about bundling auto and home. Is now a good time?
  2. Priya: Yes. My renewal just went up a lot.
  3. Nora (AI): I hear that a lot this year. When do your current auto and home policies renew?
  4. Priya: Auto at the end of next month. Home in the spring.
  5. Nora (AI): Got it. How many drivers and vehicles, and is the home a single-family house?
  6. Priya: Two drivers, two cars, single family.
  7. Nora (AI): Thanks. A licensed agent will compare carriers and walk you through options. I can't promise savings, but they'll show you exactly what's available. Tomorrow at 11:00 AM or 4:00 PM?
  8. Priya: Four works.
  9. Nora (AI): Booked. Have your current declarations pages handy so the comparison is apples to apples.

Booked: Bundle quote review, Tomorrow, 4:00 PM, With a licensed agent.

Offers

Offers that get quote shoppers to raise a hand.

The offer is the ad. We pick one per campaign, test it against a second, and keep whichever books more appointments.

  1. 01

    A rate check before renewal

    The renewal notice is the trigger. Asking when a policy renews finds the people already annoyed and gives your agent a date to work back from.

  2. 02

    Bundle auto and home

    The highest-value quote in personal lines and the easiest to explain in one line. It also doubles what you learn on the first call.

  3. 03

    Cover for one trade

    Pick a trade, not businesses. An ad that says contractors beats a general commercial insurance ad every time, because the reader recognizes themselves.

  4. 04

    Medicare and final expense, carefully

    Real demand and heavy policing. Run these only on creative your carriers and compliance have already approved.

After the click

From ad to booked in minutes.

Ads only pay when someone books. This is what happens to every lead, at 2 PM or 2 AM. It's our speed to lead system on AI appointment setters.

  1. 1

    Instant form or landing page

    Instant forms bring more quote requests with less intent, a page brings fewer and warmer. We run both and compare on quotes issued, not on leads.

  2. 2

    Contacted in seconds

    An AI agent calls or texts while they are still scrolling. A shared lead is worth something in the first few minutes and close to nothing after the first hour.

  3. 3

    Collect what the quote needs

    Renewal dates, drivers and vehicles, property type, prior claims, and the current declarations page so the comparison is like for like.

  4. 4

    Booked with a licensed agent

    With the notes attached. Quotes, coverage advice and binding stay with licensed people, always.

Creative

Angles we test first.

Real people and real work beat stock photos. We produce the rest with AI and ship fresh creative every week, before the old ads wear out.

  • A licensed agent on camera

    Thirty seconds of the person who will actually call, explaining what happens on the quote call. It beats a stock family photo because it answers who is ringing.

  • The renewal increase

    Lead with the letter they just opened. A rate increase is why most people start shopping at all.

  • What a broker actually does

    Most people do not know a broker compares carriers for them. Say it plainly. It is the entire pitch and almost nobody runs it.

  • Named towns and real reviews

    Insurance is bought locally even when it is sold nationally. Local proof lifts a cold audience more than another discount claim.

Before you launch

Rules we build around

  • Insurance sits in a restricted category on Meta in several markets, which strips out detailed targeting and narrows what the copy may say. Build the audience with the creative instead of the targeting options.
  • Never promise savings, approval or coverage in an ad or a first message. Comparing several carriers is a claim you can support. Saving $500 usually is not.
  • Medicare and final expense carry CMS and carrier rules on top of Meta's. Get the creative approved before it runs, not after an account gets paused.
  • Texting a lead needs consent captured on the form with your agency named, and the record kept. A purchased list is not consent, whatever the vendor says.

Calls and texts only go to people who opted in on your form. How consent works.

Platforms

Where it runs, and where it connects.

The Meta Ads placements we use for insurance brokers, where your leads come from, and the tools the agent writes back to.

Where your ads run

Placements are tested, not guessed. We keep the ones that book calls.

  • Facebook logoFacebook
  • Instagram logoInstagram
  • Messenger logoMessenger
  • WhatsApp logoWhatsApp
  • Threads logoThreads
  • Meta logoMeta

Where your leads come from

  • EverQuote logoEverQuote
  • QuoteWizard logoQuoteWizard
  • SmartFinancial logoSmartFinancial
  • MediaAlpha logoMediaAlpha
  • Facebook logoFacebook
  • Google logoGoogle

Tools we connect to

Typical systems in your space. Most others connect through an API.

  • AgencyZoom logoAgencyZoom
  • EZLynx logoEZLynx
  • Applied EpicApplied Epic
  • HawkSoft logoHawkSoft
  • AMS360 logoAMS360
  • Salesforce logoSalesforce
  • GoHighLevel logoGoHighLevel
  • EverQuote logoEverQuote leads
  • Microsoft Outlook logoOutlook
  • Google Calendar logoGoogle Calendar

What we report on

What your Meta Ads report shows.

Booked appointments first, then the numbers that explain them.

01
Cost per lead
The number Meta shows you. Useful, but only the first line of the report.
02
Speed to first contact
Seconds from form submit to the first call or text. This is where most Meta leads are won or lost.
03
Contact rate
The share of leads who actually pick up or reply, which tells us whether the form is collecting real people.
04
Cost per booked call
Ad spend divided by calls on your calendar. The number we optimize toward.
05
Show rate
Booked calls that happen. Reminders and rebooking from the agent move this more than anything.
06
Revenue per ad dollar
Closed revenue you report back against spend, once deals start closing.

Client results

Hear it from our clients.

Executive Stride clients on camera and in their own words.

All client results
clients served
400+
clients served
in client results
$10M+
in client results
industries
20+
industries
average rating
4.8
average rating
$220K profit in 2 monthsFranky Shaw, FutrGroupClient
10+ calls a week for 6 monthsJacob Snitman, Burke FinancialClient
37 calls, 13 clients in 3 weeksKas Ghorb, Content RocketClient
15 calls, 3 deals in 2 weeksBharat, Bison MarketersClient
They've consistently been able to help me achieve at least 10 booked appointments on my calendar for both of my businesses separately every week for the last six months.
Jacob SnitmanBurke Financial
I don't usually do testimonials for people but we've been able to generate a tremendous amount of additional monthly income with Executive Stride. Their team is super supportive and basically hand you results on a silver platter.
Franky ShawFutrGroup
I can personally attribute over $20k/mo of additional monthly income to Josh and the team at Executive Stride with their LinkedIn strategies alone. If you're not working with them I don't know what you're doing.
Stephen GomesRealtor Media Leads
Getting leads is fantastic, we have a small team and actually had too much coming in and I had to reel it back a little bit, which is a good problem to have.
Jacob SherrardElvt Marketing Solutions
Since working with Josh and his team at Executive Stride for three weeks, we have been able to book 35 qualified leads and closed 11 leads by using their LinkedIn system
Harshal DewanganDewa Direction
Josh and his team basically helped me generate over 37 booked appointments and 13 new clients, which is mind-blowing!
Kas GhorbContent Rocket

FAQ

Facebook Ads for Insurance Agents: questions, answered.

Anything else, ask us on the call.

Do Facebook ads work for insurance agents?
They do for personal lines and for a single commercial trade, as long as the follow-up is immediate. The audience is not searching, so the ad creates the intent and the first call has to arrive while that intent still exists. Agencies that treat these leads like inbound search traffic conclude the channel does not work.
What should an insurance lead cost on Facebook?
It varies by line, state and season, and the number on its own tells you nothing. Measure cost per quote issued and cost per policy bound instead. A $12 lead that never answers is more expensive than a $40 lead that takes the call.
Can I target people whose policy is about to renew?
Not directly. Meta does not offer that, and the restricted category removes much of the targeting you might reach for. You ask instead: the ad and the agent both ask when the policy renews, and the answer drives the follow-up schedule.
Instant forms or a landing page for insurance leads?
Instant forms win on volume and lose on intent. A landing page asks for more effort and returns people who are further along. Most agencies should run both for a few weeks and judge them on quotes issued rather than on cost per lead.
Is it compliant to text insurance leads?
With consent captured on the form that names your agency, yes, and with opt-outs and state calling hours honored. The agent says it is an AI assistant, every conversation is logged, and your compliance team approves the scripts before launch.

Turn ad clicks into booked appointments.

Book a call and we'll show you the offer, creative and follow-up we'd run for your insurance agency.

Book a Stride Scaling Call