Insurance and financial advice
Insurance agencies and financial advisers.
The library for Insurance and financial advice
1,114hooks, templates, scripts and checklist items
- Hooks495
- Templates193
- Scripts90
- Checklist items336
Counts come straight from the library's records and update as new content is added.
Lines from this industry's items
- Hook bank
Think insurance is a money trap? Let's read one line of a policy.
- Message templateTerm of the week: This week's term: {TERM}
- Script0–3s · (Highlighting a line in the policy) “If your car policy has this word, you pay part of the claim.”
- ChecklistThe agency's official registration is current and shown correctly on the website.
Content by type
31 items written for this industry. Every row shows a line from the item itself; the opening sections are free to read.
Hook banks10
Open Hook bank items in the list45 hooks for insurance agencies
45 hooks · 5 groupsThink insurance is a money trap? Let's read one line of a policy.
Insurance: Reels and short-video openers
50 hooks · 5 groupsIs the deductible on your policy a flat amount or a percentage? Check the format of this line.
Insurance: Objection and hesitation hooks
50 hooks · 5 groupsFor anyone who says ‘just get me the cheapest’: we show the limits of the cheap quote in the table.
Insurance: Myth and curiosity hooks
50 hooks · 5 groups‘I have kasko, so I'm set’: the missing half of that sentence is what falls outside cover.
Insurance: Process and behind-the-scenes hooks
50 hooks · 5 groupsWhat do we read off the registration for a kasko quote, and why? Line by line.
Insurance: Seasonal, calendar, and local hooks
50 hooks · 5 groupsA policy update list for businesses whose headcount or turnover changed at the new year.
Insurance: Ad headlines and first lines
50 hooks · 5 groupsRead your kasko quote from a side-by-side table, not from a single insurer: premium, coverage, deductible.
Insurance: Carousel covers and post titles
50 hooks · 5 groupsThe first 7 lines to read on a kasko policy
Insurance: Story, poll, and live-stream openers
50 hooks · 5 groupsToday's policy line: ‘deductible.’ We show an example in the next frame.
Insurance: Message and email openers
50 hooks · 5 groupsHi {NAME}, I got your message about a {PRODUCT} quote; I need four details to prepare it.
Copy templates5
Open Copy template items in the listInsurance: Caption templates
22 templates · 5 groupsTerm of the week: This week's term: {TERM}
Insurance: Meta ad copy
22 templates · 5 groupsKasko: quotes side by side: Primary text: For kasko, you see quotes from {INSURER_COUNT} insurers in one table: premium, coverage, and deductible side by side. We also put in writing what the lowest-premium quote doesn't cover; the decision is yours.
Insurance: Google Ads and search copy
21 templates · 6 groupsRSA: kasko quote: Ad group: kasko quote
Insurance: Website and landing page sections
22 templates · 5 groupsHero: kasko and traffic: Headline: Read quotes side by side and make the call yourself
Insurance: Profile and business profile copy
23 templates · 5 groupsBio: general agency: Insurance agency · {CITY}
Message templates4
Open Message template items in the list15 copy and message templates for insurance
15 templates · 5 groupsTerm of the week: This week's term: {TERM}
Insurance: WhatsApp and DM replies
24 templates · 6 groupsFirst reply to a quote request: Hi {NAME}, this is {REP} from {AGENCY}. Thanks for writing about a {PRODUCT} quote.
Insurance: Review and reputation replies
22 templates · 5 groupsAfter a quote and policy: {NAME}, thanks for your review. We shared your note about {DETAIL} with our team, and we're glad reading the quotes side by side helped. If you have any policy questions, or your renewal date is coming up, we're here.
Insurance: Email and SMS templates
22 templates · 5 groupsNewsletter welcome email: Subject: You're on the list: once a month, policy information that's useful
Scripts5
Open Script items in the list9 video and call scripts for agencies
9 scripts · 3 groups0–3s · (Highlighting a line in the policy) “If your car policy has this word, you pay part of the claim.”
Insurance: Reels and TikTok scripts
20 scripts · 5 groups0–3s · The “deductible” line on a sample policy being highlighted with a marker · “Deductible: the part of a loss you pay” · “If your policy has this word, part of every loss stays with you.”
Insurance: Video ad scripts
20 scripts · 6 groups0–3s · A three-quote table on screen, insurer names hidden · “3 quotes in one table” · “When three quotes arrive, how do you decide which one to pick? Let's look at the table together.”
Insurance: Story sequences
20 scripts · 6 groupsFrame 1 · A sample policy on a desk and a highlighter · “Term of the week: deductible”
Insurance: Sales call, phone, and voice message scripts
21 scripts · 6 groups0:00–0:15 · Opening · “{AGENCY}, this is {REP}, how can I help?” When the caller names the product: “You're calling about {PRODUCT}; I'm taking notes right away. May I have your name?”
Checklists7
Open Checklist items in the listA 35-point insurance marketing checklist
35 items · 5 groupsThe agency's official registration is current and shown correctly on the website.
Insurance: Campaign setup and launch
51 items · 6 groupsThe ad account sits in the agency's own Business Manager; the ad agency or freelancer connects only through partner access.
Insurance: Content production and shoot day
50 items · 6 groupsEvery video has a written hook, a single call to action, and the sample policy or screen it will use.
Insurance: Profile, website, and Google Business Profile audit
50 items · 6 groupsThe primary category is ‘insurance agency,’ and additional categories reflect the products the agency actually sells.
Insurance: Lead follow-up and sales process
50 items · 6 groupsEvery quote request enters the CRM at first contact with its channel and campaign name; requests with an unknown source are counted weekly.
Insurance: Weekly and monthly performance review
50 items · 6 groupsThe review day and time are fixed (for example, Monday at 10:00 for 30 minutes), with the ad, sales, and claims owners together.
Insurance: Regulation, platform policy, and data protection
50 items · 6 groupsThe agency registry record is current, and how registration details should appear in communications was checked against current regulation.
Prompts written for this industry
The first 6 of 45 prompts. Fill in the variables for your business and run them.
- New
Ad copy for compulsory motor insurance renewals
ChatGPTAd copy
You are a copywriter for insurance agencies. Write renewal ads for compulsory motor third-party liability insurance for {AGENCY} in {CITY}. Details: - Number…
- New
Compliant ad copy for supplementary health insurance
ClaudeAd copy
You are a copywriter with experience in health insurance messaging. You'll write ads for supplementary health insurance (TSS, which tops up Turkey's public SGK…
- New
Meta setup plan for a car insurance quote campaign
ChatGPTMeta ads
You are a specialist who runs Meta ads for insurance and finance accounts. We're launching a car insurance (comprehensive, “kasko”) quote campaign for…
- New
Ads explaining earthquake insurance vs. home insurance
ClaudeAd copy
You are a copywriter for insurance agencies. Write ads on the topic homeowners and renters mix up most: Turkey's compulsory earthquake insurance (DASK) vs…
- New
A business insurance campaign for shops and SMEs
GeminiMeta ads
You are a performance marketer who builds B2B insurance campaigns for small businesses. Design a business insurance campaign for {AGENCY} aimed at shop owners…
- New
Retargeting people who got a quote but didn't buy
ChatGPTMeta ads
You are a Meta specialist who builds retargeting for insurance agencies. Design a flow for people who got a quote but never bought a policy. Details…
Editable files
37 files, each in Turkish and English, grouped by what you use them for.
Planning
5xlsx Competitor analysis grid
Planning
An analysis grid organized by the competitor types in your sector, plus a 1–5 scoring matrix with totals.
2 sheets · 11 columns · 16 rows
Excel · 9 KBxlsx Campaign and offer planner
Planning
6 sector-appropriate campaign ideas with audience, channel, budget, goal and compliance check columns.
1 sheets · 13 columns · 21 rows
Excel · 8 KBdocx Client onboarding questionnaire
Planning
12 questions to ask a new client in this sector at kickoff, plus an access checklist and goals table.
6 sections · 3 tables
Word · 40 KBdocx Crisis communication plan
Planning
The 4 most likely crisis scenarios in your sector with responses, roles, a first-24-hours flow and holding statements.
10 sections · 2 tables
Word · 39 KBdocx Audience persona sheets
Planning
A persona sheet for each of your sector's 4 main audiences: worries, objections, the right ad angle and channel fields to fill in.
20 sections · 4 tables
Word · 39 KB
Advertising
7xlsx Meta ads budget and pacing planner
Advertising
Splits the monthly budget across campaigns and calculates daily budgets, pacing and cost per lead with formulas.
2 sheets · 11 columns · 17 rows
Excel · 10 KBxlsx Google Ads keyword plan
Advertising
30 real search terms with intent, priority and exact, phrase and broad match versions built by formula.
3 sheets · 11 columns · 36 rows
Excel · 12 KBxlsx UTM link builder
Advertising
Source and medium dropdowns, with the final URL built by formula. Ready rows for each ad angle and policy.
1 sheets · 8 columns · 49 rows
Excel · 10 KBxlsx Campaign naming convention
Advertising
A builder that creates campaign names from date, platform, objective, policy, audience and angle, plus sector-specific codes.
2 sheets · 8 columns · 36 rows
Excel · 11 KBxlsx A/B test log
Advertising
Ten test ideas built from your sector's ad angles, with lift and the winning version calculated by formula.
1 sheets · 14 columns · 31 rows
Excel · 10 KBxlsx Ad creative matrix
Advertising
10 ad angles across 5 formats with a production status per cell; hooks and body copy on the second sheet.
2 sheets · 8 columns · 17 rows
Excel · 10 KBdocx Landing page copy template
Advertising
Landing page copy section by section, from the headline to the FAQ, filled with your sector's policies, process steps and the questions clients ask most.
14 sections · 1 tables
Word · 40 KB
Content
9xlsx 12-month content calendar
Content
A 48-week plan pre-filled from seasonal focus and content pillars, with format, channel and status dropdowns.
3 sheets · 11 columns · 54 rows
Excel · 15 KBxlsx Weekly posting planner
Content
A four-week, day-by-day posting plan with topics suggested from your sector's content pillars.
2 sheets · 11 columns · 34 rows
Excel · 10 KBxlsx Content idea bank
Content
52 ready ideas from your pillars, seasonal calendar and customer questions, with priority and status tracking.
1 sheets · 9 columns · 57 rows
Excel · 10 KBxlsx FAQ-to-content planner
Content
Your customers' 10 most common questions and answers, each turned into a Reel, carousel, story and blog idea.
1 sheets · 7 columns · 15 rows
Excel · 8 KBxlsx Production day shot list
Content
15 sector-specific shots with shot type, duration, consent needs and a done marker; total time calculated.
1 sheets · 9 columns · 25 rows
Excel · 8 KBdocx Creative brief template
Content
A fill-in brief for designers and video crews, with audience, message, compliance rules and a deliverables table set up for your sector.
9 sections · 4 tables
Word · 40 KBdocx Short-video script pack
Content
10 Reels/TikTok scripts written from your sector's ad angles, with timing marks, on-screen text and B-roll suggestions.
10 sections · 10 tables
Word · 40 KBdocx Brand voice guide
Content
Sector-specific do and don't rules, tone settings, example hooks and a banned-phrase list: one reference for the team and the agency.
7 sections · 3 tables
Word · 40 KBdocx Customer FAQ document
Content
10 questions with compliant answers, ready for your website, WhatsApp quick replies and new staff training.
20 sections · 0 tables
Word · 39 KB
Sales
8xlsx Lead tracker (mini CRM)
Sales
Channel, policy and status dropdowns, 8 sector-specific qualifying questions as columns, and a formula summary sheet.
2 sheets · 18 columns · 206 rows
Excel · 17 KBxlsx Review and reputation log
Sales
A review log with platform, rating and sentiment dropdowns, formulas for response time and average rating, and ready notes for crisis scenarios.
3 sheets · 10 columns · 125 rows
Excel · 15 KBxlsx Sales pipeline tracker
Sales
A deal list where each stage sets the probability automatically, with weighted forecast and stage summary formulas; probabilities are editable.
2 sheets · 10 columns · 156 rows
Excel · 16 KBxlsx Objection tracker
Sales
The 8 objections you hear most, with suggested replies, how often each comes up and the conversion rate after replying.
2 sheets · 7 columns · 13 rows
Excel · 14 KBdocx Marketing services proposal template
Sales
An agency or freelancer proposal for a business in this sector: the problem, scope, timeline, fee fields and terms.
7 sections · 3 tables
Word · 39 KBdocx WhatsApp and DM reply scripts
Sales
Ready-to-send messages from the first greeting to call confirmation, including your sector's qualifying questions and objection replies.
15 sections · 1 tables
Word · 40 KBdocx Objection handling guide
Sales
Compliant replies to 8 real objections, with what to avoid saying and the next step, plus space for team role-play.
10 sections · 9 tables
Word · 40 KBdocx Five-email nurture sequence
Sales
Five emails, with send days set, for people who asked for information but haven't decided yet; subject lines and body copy included.
6 sections · 1 tables
Word · 39 KB
Reporting
2xlsx Monthly KPI dashboard
Reporting
8 sector-specific KPIs with definitions, how to read them, month-over-month change and a 12-month trend.
2 sheets · 9 columns · 14 rows
Excel · 9 KBdocx Monthly client report template
Reporting
A 6-section monthly report with a KPI table set up for your sector and notes on what to write in each section.
7 sections · 2 tables
Word · 39 KB
Checklists
6pdf Campaign launch checklist
Checklists
Tick off tracking, targeting, creative, landing page and lead handling, one item at a time, before an ad goes live.
2 pages · 26 items
PDF · 46 KBpdf Ad account health checklist
Checklists
A monthly check of access, billing, tracking, structure and policy risk across your Meta and Google ad accounts.
2 pages · 22 items
PDF · 46 KBpdf Content production checklist
Checklists
Pre-shoot prep, a 15-shot list for your sector, editing and publishing checks in one PDF.
2 pages · 28 items
PDF · 46 KBpdf Ad and content compliance checklist
Checklists
10 sector-specific rules plus platform policy and data protection checks to run before every post.
2 pages · 21 items
PDF · 46 KBpdf Monthly marketing audit
Checklists
An end-of-month audit of KPIs, ads, content, lead handling and reputation, using your sector's metrics.
2 pages · 21 items
PDF · 45 KBpdf Social profile optimization checklist
Checklists
A step-by-step list to make your Instagram, Facebook and Google Business Profile build trust and bring in leads in this sector.
2 pages · 18 items
PDF · 45 KB
Everything for this industry comes with membership
Full prompt texts, every hook, template, script and checklist item, and both language versions of every file are included in all plans.