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ChecklistAdvertising regulations

Insurance: Regulation, platform policy, and data protection

A 50-item list for insurance agencies covering authorization and registry, advertising claims, BES and life products, KVKK and health data, commercial messages, and platform policies.

50 items6 groups20 minOctober 15, 2026

  • checklist
  • regulation
  • kvkk
  • bes

Preview

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

Use this list before each new campaign or content series, and every three months for everything that's live. Rules change, and this list isn't legal advice; for any item you're unsure about, check current regulation or ask a lawyer. In Turkey, BES is the private pension plan and KVKK is the personal data protection law.

Authorization, registry, and brand use

8 items
  • The agency registry record is current, and how registration details should appear in communications was checked against current regulation.
  • For each product sold, a current agency agreement exists with the insurers you work with; no product you aren't authorized for is advertised.
  • Insurer names and logos appear in ads and content only with written permission.

5 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. Advertising and content claims9 items
  2. BES, life, and savings products6 items
  3. KVKK, health data, and privacy notices9 items
  4. Commercial messages, IYS, and communication8 items
  5. Platform policies, visuals, and claims communication10 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