Marketing Ownership
One owner, focused on results across all channels.
Beginning at $2,000/month | 6-month contract
Ongoing marketing leadership and execution for insurance agencies that want a tailored marketing plan, consistent follow-through, stronger online presence, review support, content coordination, vendor program oversight, and reporting.
What's Included
A Tailored Marketing Plan
A marketing plan built around your agency's goals, with consistent follow-through and reporting so you can see what's being done.
Stronger Online Presence
Ongoing support for your online presence, including review support across the platforms your customers use.
Personalized SEO Content
Includes AI-supported market research and personalized SEO content built around the agency's brand, team, market area, and local opportunities — helping your content stay relevant, useful, and easier for both people and AI-powered search tools to understand.
Vendor Program Oversight
Content coordination and oversight of your marketing vendors and platforms, so everything works together instead of in separate pieces.
Marketing Vendors and Platforms
One owner coordinating the channels, vendors, and platforms that drive your agency's marketing. Tap or click the diagram to view it full size.
Social Media
Instagram and Facebook, including photo and video editing · Hootsuite weekly social media posts · LinkedIn · Nextdoor
Listings and Reviews
Google Business Profile review responses, photos, offer posts, and description · Yelp · Bing · Apple Business
Agency Sites and Profiles
M2 Site and Microsite team bios, photos, updates, and FAQs · Electronic Library agent bio, mission, team and office info · Microsite Customization Tool · Mirus domain and email redirects
Advertising and Lead Programs
B/T paid search, SEO, and ATM · ILP vendors including Datalot, Ins. Quotes, QuoteWizard, Media Alpha, EverQuote, Smart Financial, and Zip Quote · Neighborhood Marketing Platform · Budget Allocation Tool · OSOEz · Agenthood
Customer Programs
ECRM ADM, analytics, list manager, and campaigns · Customer call programs with EngageX · Other third-party vendors
AI Visibility and Audits
GEO, AEO, and AIO audits that review how your agency appears in AI-powered search.
Pricing
Beginning at $2,000/month | 6-month contract
Pricing is based on agency size, number of locations, and team structure. Additional locations are priced separately based on the level of location-specific support needed.
Optional Add-Ons
Add these to your Marketing Ownership plan.
ChatGPT Projects
Add'l $200/month
AI works best when your office knowledge is organized. I help your agency set up ChatGPT Projects that bring together your agency-specific processes, workflows, and team knowledge so they can be used more effectively.
The agency provides the process details. I help organize the information, identify gaps, build the agency AI brain, and train the agent and team to use it consistently.
Projects can support: team collaboration · deep research · marketing content · office processes
AI Ad Campaigns
Add'l $200/month | Six-month minimum agreement
Campaign creation and management for ChatGPT advertising. Management fee only. Advertising spend is additional.
Also available as a standalone service.
Ready for a Smarter, More Efficient Agency? Let's Talk.
Let's schedule a short conversation and see if Marketing Ownership is a good fit for your agency.
Email Me to Get Started