Insurance Campaign Blueprint
Most insurance Facebook ads fail before they run. Not because of the budget. Not because of the audience. Because the copy calls out nobody and connects to nothing.
This is the piece most agents are missing. Insurance is a trigger-based purchase. Nobody wakes up wanting to shop their policy. Something happens first, a rate increase, a new home, a new business, and that moment creates the demand. Your ad’s job is to be there when it does.
The Insurance Campaign Blueprint is a short, practical PDF that covers the one framework behind every ad that actually works for independent agents. You’ll read it in under an hour. You’ll use it every time you write an ad.
What’s inside:
The core belief that makes insurance advertising different from every other industry. Why your ad is the targeting now, and what that means for how you write copy. The three-part Problem, Agitate, Solution framework applied specifically to insurance. Three fully written example ads you can model immediately. An AI prompt to generate your first draft in minutes.
This is for you if:
You’ve stared at a blank screen trying to write an ad and nothing came out. You’ve run ads that got impressions but no leads. You want to understand the framework before you spend money testing it.
Insurance Agency Ads OS
Most agents have watched the YouTube videos. Read the articles. Maybe even taken a course. Then opened Meta Ads Manager, stared at it for ten minutes, and closed the tab.
The problem isn’t motivation. It’s that every Facebook advertising course was built for ecommerce brands, coaches, or SaaS companies. Insurance has different rules. Different compliance requirements. And the targeting everyone talks about disappears the moment you select the Financial Products and Services Special Ad Category.
Insurance Agency Ads OS is a five-step operating system built specifically for independent P&C agents. It walks you through every decision inside Meta Ads Manager, in order, until you have a live campaign running.
The five steps:
Step 1: Build a compliant geographic saved audience around your agency. Step 2: Configure the campaign correctly from the start so your ads don’t get rejected. Step 3: Write copy that does the targeting your audience settings can’t. Step 4: Build simple ad creative in Canva that works for local insurance. Step 5: Set up a Meta lead form with SMS verification that routes serious quote requests into your follow-up workflow.
What’s included:
Complete video course walking through every step inside Ads Manager. Fill-in-the-blank copy templates. Canva ad templates. AI prompt library built for insurance copy. Campaign checklists. Meta lead form blueprint. Instant access.
This is for you if:
You’ve never successfully launched a Facebook campaign. You tried ads before but weren’t sure what went wrong. You’re tired of buying the same shared leads every other agent in your market is calling. You want to own your lead generation instead of renting it from a vendor every month.
$297
Insurance Agency Ads: Installed
Most agencies that tried paid advertising and quit didn’t have a bad ad. They had a bad system underneath it. A lead form configured wrong. An audience built without understanding how Meta’s insurance ad rules actually work. No retargeting pool. No follow-up automation. The ad ran, the budget disappeared, and nothing came back.
An ad without a system behind it is just money going to Zuckerberg.
Installed is three working sessions where we build that system inside your account, together, until it’s live and running. You come out of this with a complete Meta advertising system your agency owns and can run internally. Every session is recorded and yours to keep.
What we build together:
Your lead form, built with the Higher Intent form type and SMS verification to capture serious quote requests and filter out garbage. Your geographic saved audience, structured correctly for Meta’s Special Ad Category restrictions. Retargeting audiences from your ad interactions and form activity so every future campaign starts warm. Ad copy written around trigger-based buying behavior. Your follow-up routing connected to Zapier so a call, text, and email fire the moment someone submits a form.
How the sessions work:
Session one covers ad account structure, Special Ad Category setup, audience build, and ad creative. Session two covers lead form build, Zapier routing, and CRM connection. Session three is a live review, full system test, and launch. Every session is recorded. After sessions end you have thirty days of access for implementation questions.
This is for you if:
You’re an independent P&C agency writing personal lines, commercial lines, or both. You want a working system inside your own account, not a monthly agency retainer. You’re willing to put ad spend behind it during the build. You want to own your advertising, not outsource it indefinitely.
Not a fit if:
Your book is primarily life or health. You’re a captive agent whose carrier contract restricts independent advertising. You’re looking for someone to run your ads for you on an ongoing basis.
$2,000
Not sure where to start?
If you’ve never run an insurance Facebook ad, start with the Blueprint. It costs $27 and will tell you whether this framework makes sense for your agency before you go any further.
If you understand the framework and want to build the full system yourself, the Ads OS walks you through every step.
If you want to build it with someone who has done it before, Installed is the call to book.
