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ChecklistAdvertising regulations

A 35-point insurance marketing checklist

35 items across profiles and trust, the ad account, content, the quote and renewal process, and compliance and data. Start here in your first week on a new agency account.

35 items5 groups10 minOctober 15, 2026

  • checklist
  • agency
  • kvkk
  • compliance

Preview

3 items open, 35 items in total. Members see the rest.

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Run the full list once in your first week, then repeat the “ad account” and “compliance and data” sections every month. Next to any item you can't check, write the owner and a date.

Profiles and trust

7 items
  • The agency's official registration is current and shown correctly on the website.
  • Google Business Profile category, hours, products, and location are correct.
  • Partner insurers are listed accurately; logos are used only with permission.

4 items more in this group for members.

32 items more for members

This item has 35 items in total. With a membership you see all of it and copy any line in one click.

  1. Ad account and tracking7 items
  2. Content production7 items
  3. Quote and renewal process7 items
  4. Compliance and data7 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