Social media management for insurance & financial pros

Google yourself.
What do your clients find?

An advisor who's clearly active in the market — or a feed that hasn't moved since last spring. Your practice is busy. Your presence should look like it.

48 branded touchpoints a month across Facebook, Instagram, LinkedIn and Google — written, designed and published for you. You just approve them.

Your feed, on autopilot
82%

of consumers research providers online before they ever pick up the phone

more policy inquiries for advisors who post consistently than those who don't

48

branded touchpoints a month across Facebook, Instagram, LinkedIn and Google

How it works

Three steps. Fifteen minutes
of your time a month.

We handle the writing, the design and the scheduling. You approve what goes out.

Book a call

We learn your market, your products, your referral partners and how you actually talk. Then we set up your accounts and build templates in your colours.

Review & approve

Each month you get next month's full calendar — posts, graphics, captions, hashtags. Approve it in one sitting, or send notes and we'll rework it.

We publish

Everything goes out on schedule across all four platforms. At month end you get a report showing reach, engagement and follower growth.

What's included

Content, automation and
lead capture — all in one price.

Most social media managers stop at posting. We build the part that turns a follower into a booked call.

Content & posting

48 touchpoints a month · 4 platforms
  • 16 posts a month on Facebook and Instagram — four a week
  • 8 posts a month on your personal LinkedIn profile
  • 4 posts a month on your Google Business Profile
  • Same-day market commentary when a rate decision or major economic event lands
  • Branded graphics — your colours, your logo, your headshot
  • Hashtags and location tagging on every post

Growth & reporting

Build the network · track what works
  • 20 targeted LinkedIn connections a month — CPAs, estate lawyers, mortgage brokers, business owners in your market
  • Referral partner spotlights — we tag them, they share it, you reach their whole audience
  • Monthly report: reach, engagement, follower growth
  • A rotating content mix so your feed never reads like a broken record
  • No contract — cancel with 30 days notice

Five landing pages in your bio

Instagram allows five links. We build all five.

Each link opens a branded page with a form that drops the lead straight into your CRM and starts the follow-up automatically.

  • Get a free coverage review
  • Book a planning consultation
  • Download the retirement readiness guide
  • Request a life insurance quote
  • Visit my website

Comment-to-lead automation

A comment is already the start of a conversation

We set keyword triggers on your posts. Someone comments REVIEW or QUOTE and the system takes it from there:

  • 1
    Replies to their comment publicly
  • 2
    Sends a DM with your offer or link
  • 3
    Adds them to your CRM as a tagged contact
  • 4
    Follows up automatically if they go quiet
  • 5
    Books them on your calendar when they're ready
Sample posts

This is what your feed
actually looks like.

Real posts from our insurance and financial services library — rebranded to your colours, your logo, your headshot and your market.

MC
michaelchen.cfp
Financial Advisor · Boston
Instagram

"Should I get term or whole life?" It's the #1 question I get every week — and the answer isn't the same for everyone. It comes down to what you're protecting and for how long. Save this and send it to someone who's been wondering. 👇

#TermVsWholeLife #LifeInsurance #FinancialPlanning
❤️ 174💬 39↗️ 27
MC
Michael Chen, CFP®
Chen Financial Group
LinkedIn

Markets are up 8% YTD — but volatility is climbing. If you're within 10 years of retirement, now is the time to stress-test your withdrawal strategy, not when the next correction hits. Here's what I'm telling clients this week.

#RetirementPlanning #MarketUpdate #WealthManagement
👍 91💬 28↗️ 34
MC
michaelchen.cfp
Financial Advisor · Boston
Instagram

They thought they couldn't afford coverage. Today they're fully protected. 🥹 Two kids covered, a retirement plan locked in, and real options at 60 — the Ramirez family came in with doubts and left with a plan that fits their life.

#FamilyProtection #LifeInsurance #ClientWin
❤️ 156💬 42↗️ 18
MC
Michael Chen | Advisor
CFP® · Chen Financial Group
Facebook

The CPA who actually picks up the phone in April. 📊 David Park saved three of my clients over $12K in taxes last year. If your insurance and tax strategy aren't talking to each other — they should be. DM me to get introduced.

#CPASpotlight #TaxPlanning #ReferralPartner
👍 67💬 22↗️ 28
MC
Michael Chen | Advisor
CFP® · Chen Financial Group
Facebook

Boston has the kind of community energy that makes people want to put down roots — and everything you've built here deserves coverage that actually holds up. Let's make sure what matters most is protected. 🏡

#Boston #Community #LocalLove
👍 88💬 24↗️ 12
MC
michaelchen.cfp
Financial Advisor · Boston
Instagram

MYTH: "Life insurance is too expensive for young families." A healthy 30-year-old can get $500K in term coverage for less than $25 a month — less than Netflix and Spotify combined. Send this to someone who needs to hear it. 👇

#InsuranceMyths #LifeInsurance #YoungFamilies
❤️ 211💬 48↗️ 73
MC
Michael Chen | Advisor
CFP® · Chen Financial Group
Facebook

New baby, new home, new business — life moves fast, but a lot of policies don't move with it. If yours hasn't been reviewed in 12 months, there's a good chance it no longer fits the life you're actually living. 📋

#CoverageReview #LifeInsurance #FinancialPlanning
👍 76💬 19↗️ 14
MC
Michael Chen, CFP®
Chen Financial Group
LinkedIn

When the Bank of Canada moves, your clients should hear it from you first. Rate changes ripple straight into retirement and coverage planning — and most advisors stay silent. Being the first voice they hear is what builds trust. 📈

#BankOfCanada #RateUpdate #FinancialAdvisor
👍 103💬 31↗️ 44
MC
michaelchen.cfp
Financial Advisor · Boston
Instagram

The 5 stages of buying life insurance: "I'm too young for that" → "OK, maybe I should look into it" → "Wait, it's that affordable?" → "Why didn't I do this sooner?" → telling everyone they know to get covered. 😄

#LifeInsurance #InsuranceHumor #GetCovered
❤️ 289💬 64↗️ 98
MC
Michael Chen | Advisor
CFP® · Chen Financial Group
Facebook

Trusted insurance guidance, every step of the way. Policy reviews, coverage options, claims support and life insurance planning — I'll help you protect what matters most. Let's talk. 🛡️

#InsuranceGuidance #LifeInsurance #CoverageOptions
👍 72💬 16↗️ 21
MC
Michael Chen | Advisor
CFP® · Chen Financial Group
Facebook

Rooted in everyday life. 🍽️ From grabbing a bite at Cactus Club Cafe to local events and game nights, it's about staying connected to the real, everyday moments that make this community home.

#Community #LocalLove #SupportLocal
👍 83💬 26↗️ 11
MC
Michael Chen | Advisor
CFP® · Chen Financial Group
Facebook

MYTH: "You need perfect credit to get a mortgage." The truth is there are options across a wide range of credit situations. Let's find one that works for you. 🏡

#MortgageMyths #HomeFinancing #CreditOptions
👍 64💬 18↗️ 22
What we post

Thirteen categories.
Every part of your audience.

We rotate through a deliberate mix so your feed never reads like a broken record — and the people who aren't ready yet stay engaged until they are.

Term versus whole life. How much disability coverage you actually need. What your group plan doesn't cover. How to read a declarations page. This is the category referral partners share, and it builds authority no ad campaign can buy.
Market performance, rate impacts on annuities and seg funds, tax season reminders, economic shifts that touch retirement planning. We post the same day major news lands — almost nobody else in your market does. This is what makes you look like an advisor rather than a policy salesperson.
People buy from people they feel good about. "Ten years protected" anniversaries, retirement readiness wins, family protection moments. These do their best work on Facebook, where your personal network sees them and thinks of you the next time someone mentions needing coverage.
The most underused post type there is. We spotlight a local CPA, estate lawyer, mortgage broker or business owner. They share it, and you're introduced to every one of their followers. Two a month is 24 referral relationships publicly nurtured a year.
Why you got into this business. What you learned from your 500th client. The part of the job you'd do for free. This builds the familiarity that gets you a phone call instead of a Google search for "insurance agent near me".
"You're too young." "Your employer plan is enough." "It's too expensive." "You can't get covered with a pre-existing condition." These get shared hard, because everyone knows someone who said exactly that last week. Every share is a warm referral.
And that's the point. Local spots, community events, the game on Friday. It builds local identity and keeps followers who aren't buying yet around until they are. Referral partners love this content because it shows you're invested in the community, not just the policies inside it.
Each product gets its own post aimed at a specific slice of your audience. A business owner who didn't know you write key person insurance is now a warm lead. These also give referral partners something concrete to mention when they send someone your way.
"I get asked this every week — here's the answer." These drive comments because people always have a follow-up. A post with 10 comments reaches far more people than one with 50 likes. This category is engineered to start conversations, not collect passive taps.
Contribution deadlines, tax-efficient withdrawal order, how much you actually need to retire, estate planning basics. High save and share rates, and it positions you as a holistic advisor rather than someone who only sells policies.
Not "hire me". We time these right after a client story, when the goodwill is high and the ask reads as natural rather than promotional. Works best on Facebook, where your network actually knows people in those life stages.
The direct ask, used sparingly. When it appears it's specific — "open enrolment closes Friday, here's what to check first" rather than "call me for a quote". Specificity converts. Generic gets scrolled past, or unfollowed.
Insurance humour, planning jokes, "you know you're an advisor when…". This gets shared because it's actually funny, not because it's selling. And when someone finally needs coverage, they call the person who made them laugh — not the one who lectured them.
Who it's for

Wherever you are in your career.

Newly licensed or twenty years in, the same thing keeps the pipeline full: your market seeing you regularly.

New agents

Look established from day one. A professional presence builds credibility long before your first renewal cheque.

Experienced advisors

You already have the book. Now make sure the clients and partners who trust you actually see you.

Independent brokers

Full management plus LinkedIn outreach to CPAs, estate lawyers and business owners in your local market.

Captive & agency agents

We build your personal brand on your own accounts — alongside your agency's marketing, not on top of it.

How we compare

More posts. More platforms.
Lower price.

Side by side with two of the biggest general-purpose social media agencies — and what they leave out.

UsInsuranceAgentMedia Competitorsmarcomms.com Competitorfeedbird.com
Monthly price$249$325$499+
Posts per month483030
Platforms included41 (+$10 each)1 (+extra)
Built for insurance & financial services
Same-day market commentary
Referral partner spotlights
LinkedIn outreach — 20 connections/mo
Landing pages & bio link funnels
Comment-to-lead automation
Automated lead follow-up
Monthly performance report
No contract

Competitor pricing based on 30 posts/month across 4 platforms as of April 2026. Smarcomms $295 + $30 for three extra channels. Feedbird $499 base for 30 posts, plus additional channels.

Pricing
$249/mo

No setup fee · cancel anytime

Your first month includes a free digital presence audit — you'll see exactly where you stand online before you commit to anything.

Running paid campaigns on Facebook and Instagram too? We manage those — book a call to talk it through.

  • 48 branded touchpoints a month
  • Facebook, Instagram, LinkedIn and Google Business Profile
  • All 13 content categories, rotated deliberately
  • 20 targeted LinkedIn connections a month
  • Five bio landing pages with CRM-connected forms
  • Comment-to-lead automation and follow-up
  • One approval a month. Monthly report.
Get started →
FAQ

Questions we hear on every call.

Yes — nothing goes live without your sign-off. Each month you get the full calendar in one batch. Most clients approve everything in a single 15-minute sitting. Want changes? We make them before anything is scheduled.
Tell us and we rework it, no questions asked. We'd rather get it right than push out something that doesn't sound like you. Over the first couple of months we learn your voice and revision requests drop to near zero.
We write to educate and build trust, not to make product guarantees or return promises. Posts focus on awareness, authority and engagement rather than claims that create compliance headaches. You review everything before it goes live, so you always have the final call on what fits your requirements.
No. You connect your accounts through our scheduling platform in a few clicks — the same way you'd connect any app to Facebook or Instagram. No passwords change hands at any point.
Most clients are fully onboarded in 5–7 business days: strategy call, account setup, branding, and your first month of content delivered for approval. Once you approve, posts start going out immediately.
Please do. If you're at a client event and want to post a photo, post it. Authentic personal content mixed with the strategic posts makes the whole feed stronger, and we'll work around anything you put up.
Life, health, group benefits, seg funds, annuities, full financial planning — and everything in between. We tailor the categories and topics to your practice. If you have Facebook, Instagram, LinkedIn and a Google Business Profile, we can run them.
Book a call

Ready to stay top of mind?

Book a free 30-minute call and we'll show you exactly what consistent social media looks like for an advisor in your market. No obligation, no pitch — just a useful conversation.

Talk to Joe.

Prefer to skip the calendar? Call or email directly and we'll get straight to it.

See what your feed could look like