ChecklistAdvertising
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
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
- 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.
- 02Pixel, CAPI, and conversions9 items
- 03Landing page and quote form7 items
- 04Audiences and targeting7 items
- 05Creative and copy10 items
- 06Budget, 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.
- Dental clinics
- Plastic and cosmetic surgery
- Hair transplant
- Medical tourism
- Aesthetic medicine
- Psychologists and therapy
- Dietitians and nutrition
- Physiotherapy
- Veterinary clinics
- Gyms and personal training
- Hair and beauty salons
- Real estate
- Interior design and renovation
- Automotive
- Restaurants and cafés
- Hotels and stays
- Tours and travel agencies
- Weddings and events
- Photo and video studios
- Local services
- Schools and courses
- Fashion e-commerce
- Cosmetics and personal care
- Furniture and home decor
- Food brands
- Retail stores
- Online courses and coaching
- Consulting and B2B services
- SaaS and software
- Agencies and freelancers
- Personal brands and creators
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