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Insurance: Profile, website, and Google Business Profile audit

A 50-item audit of an insurance agency's Google Business Profile, Instagram, product and trust pages, directory listings, and reviews.

50 items6 groups18 minOctober 15, 2026

  • checklist
  • profile audit
  • google business profile
  • insurance

Preview

3 items open, 50 items in total. Members see the rest.

Run this audit every three months, and repeat the relevant items every month, since product pages, your registry details, and the insurers you work with change often. Next to each gap, write an owner and a date, and compare the results with your last audit. In Turkey, kasko is optional comprehensive car insurance, DASK is compulsory earthquake insurance for buildings, and KVKK is the personal data protection law.

Google Business Profile

10 items
  • The primary category is ‘insurance agency,’ and additional categories reflect the products the agency actually sells.
  • The business name matches the sign and the registry record; no keywords, neighborhoods, or promotions are tacked onto the end of it.
  • The address, map pin, and entrance direction are correct; the pin lands on the office door.

7 items more in this group for members.

47 items more for members

This item has 50 items in total. With a membership you see all of it and copy any line in one click.

  1. Instagram and other profiles7 items
  2. Website: product and quote pages9 items
  3. Website: trust, legal, and data pages9 items
  4. Consistent information and directories6 items
  5. Reviews and reputation9 items

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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