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Insurance: Campaign setup and launch

A 50-item checklist to run before launching insurance agency campaigns, covering account and authorization, special ad categories, tracking, the quote form, audiences, creative, and budget.

51 items6 groups20 minOctober 15, 2026

  • checklist
  • meta ads
  • google ads
  • insurance

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3 items open, 51 items in total. Members see the rest.

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Run through this list before launching any new Meta or Google campaign for an insurance agency. Next to any item you can't check, write the owner and a date, and make the launch call only once the list is done. In Turkey, BES is the private pension plan and KVKK is the personal data protection law.

Account, authorization, and ad category

11 items
  • The ad account sits in the agency's own Business Manager; the ad agency or freelancer connects only through partner access.
  • At least two people, including the agency owner, are account admins, both with two-factor authentication on.
  • The payment method is in the agency's name, with correct billing details and tax ID.

8 items more in this group for members.

48 items more for members

This item has 51 items in total. With a membership you see all of it and copy any line in one click.

  1. Pixel, CAPI, and conversions9 items
  2. Landing page and quote form7 items
  3. Audiences and targeting7 items
  4. Creative and copy10 items
  5. Budget, launch, and the first 72 hours7 items
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The same item for other industries

This item has a separately written version for 31 other industries. If you work with them too, open their version.

Insurance and financial advice page

  • Message template12 min

    15 copy and message templates for insurance

    Term of the week

    This week's term: {TERM} In plain language: {DEFINITION} In everyday life: {EXAMPLE} What does this line say in your policy? Send a photo (cover your personal details) and we'll read it together. {AGENCY} · {NEIGHBORHOOD}

    15 templates · 5 groupsMembers only

  • Script15 min

    9 video and call scripts for agencies

    0–3sCheck this line: the deductible (40s)

    (Highlighting a line in the policy) “If your car policy has this word, you pay part of the claim.”

    9 scripts · 3 groupsMembers only

  • Copy template20 min

    Insurance: Caption templates

    Term of the week

    This week's term: {TERM} In plain words: {PLAIN_EXPLANATION} An everyday example: {EXAMPLE} Where it shows on a policy: {POLICY_LOCATION} Send us the line from your own policy and we'll read it together; remember to cover personal details. {AGENCY} · {NEIGHBORHOOD}

    22 templates · 5 groupsMembers only

  • Checklist10 min

    A 35-point insurance marketing checklist

    • The agency's official registration is current and shown correctly on the website.
    • Google Business Profile category, hours, products, and location are correct.

    35 items · 5 groupsMembers only