Industries / Insurance & Finance

Make trust your
competitive edge.

Marketing for insurance companies, brokers, credit unions and financial advisors. We make complex products feel simple and your team feel approachable, so people reach out before renewal season, not after.

Related work

Some of our clients in this industry

Usborne & Hibbert MutualVideo Production | Social Media Content | Channel Management | Website Development and Maintenance | Brand Strategy & Identity Development | Copywriting & SEO/GEO | Drone Footage & Aerial Photography/VideographyInsurance & FinanceUsborne & Hibbert Mutualusborneandhibbert.ca
What matters most

Three numbers that matter in the insurance & finance industry

Quote and appointment requests
Clicks don’t bind policies. We track the quote requests and booked consultations from people who are ready to talk coverage, rates or a financial plan.
Cost per new client
Tracked from first click to bound policy or opened account, so you know what it costs to bring in a new client, not just a lead.
Client retention
Winning a client is expensive, and keeping one is where the profit is. We help you stay in front of clients so they renew, add products and refer.
How we help

From challenge to solution

Challenge

Insurance and finance feel confusing to most people.

Solution

Plain-language videos and content that explain your products clearly, so clients understand what they’re buying before they call.

Challenge

Large national brands outspend you on every channel.

Solution

Local, community-focused campaigns that show the people behind your business, so clients choose a broker or advisor they know over a call centre.

Challenge

Marketing must stay compliant.

Solution

Content built to fit regulatory guidelines and your internal approval process, with no misleading claims on rates, returns or coverage, and review time built into every project.

Our process

Discovery, strategy, launch.

01

Discovery

We dig into your products, carrier or lender relationships, ideal clients or members, renewal cycles and compliance needs.

02

Strategy

We plan brand and lead campaigns around your key lines, such as home, auto, farm, commercial, life or wealth, and around the moments clients shop, like renewals, life changes and tax season.

03

Launch & Optimize

We go live, track quote requests and appointments through to bound policies and new accounts, and keep tuning based on which channels bring in the right clients.

FAQ

Questions about marketing for Insurance & Finance

Yes. We build review time into every project, so your compliance team and principal broker or branch manager approve content before it goes live. Nothing runs without sign-off.

Yes. We run campaigns across rural Southwestern Ontario on the channels those communities use, from Facebook and local radio to farm shows and community events, in a voice that sounds like a neighbour, not a national brand.

Yes. We build focused campaigns for home, auto, farm, commercial, life, group benefits or financial products, each with its own landing page and tracking, so you can see which lines are bringing in business.

Yes. We create brand, team and community videos for your website, social media and events, so clients meet the people who’ll handle their claims and their questions before they sign.

We track quote requests, appointments and new clients by channel and report monthly, so you can see what’s feeding your pipeline and what it costs to write a new policy or open a new account.

Ready to
work with us?

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