Introduction
Competition is no longer around the corner—it lives in your feed, your search results, and in the ads that appear before a video starts. Insurance agencies and brokers across the U.S. are facing a structural shift, one that often exceeds the capacity of their in-house resources.
Social Media Strategies to Sell Insurance in the U.S.
Viewing social media as a mere “visibility channel” is an oversimplification. Today, these platforms shape influence, foster comparison, and drive decisions. It’s not just about posting—it's about decoding the unique logic of each platform and responding intelligently to the journeys of people seeking protection.
Throughout this blog, we’ll explore targeted strategies for each channel, highlighting their nuances and the critical support a virtual assistant can provide along the way:
- LinkedIn: Best suited for corporate insurance and independent professionals, with a focus on educational content and personalized outreach.
- Facebook: Essential for personal insurance lines (auto, home, life, health), leveraging local groups and precision-targeted advertising.
- Instagram: A strong channel for connecting with millennials and young professionals through visual storytelling and emotional resonance.
- TikTok: A discovery-driven space for Gen Z and self-directed users, where short, informal videos can create powerful engagement.
How to Sell More Insurance on LinkedIn: An Effective Strategy
LinkedIn is a key platform for corporate insurance and independent professionals.
The conversation there moves at a different pace, with a distinct tone and set of expectations.
Strategy 1: Publish educational posts like “Checklist: Is Your Company Underinsured?”
- Step 1: Identify a common issue your audience faces—such as inadequate coverage.
- Step 2: Write the post with an informative approach, avoiding any overt sales language.
- Step 3: Add a subtle call to action: “Save this post” or “Schedule a call to review your policy.”
Strategy 2: Send personalized messages after an interaction
- Step 1: Filter profiles by industry, company size, or job title.
- Step 2: Craft a connection message that delivers value, for example:
- “Hi [name], I’ve been sharing insights on corporate insurance for [industry]. This free guide might be helpful to you.”
- Step 3: Use automation tools like Expandi or LinkedIn Sales Navigator to follow up consistently.
This isn’t something you do once. It’s something you do repeatedly—with consistency, with follow-through, and with the right tools. That’s where the role of a virtual assistant truly becomes meaningful.
Marketing Virtual Assistant for Insurance: LinkedIn
A virtual assistant from PeopleBlue can take on essential tasks: scheduling posts, designing them, writing drafts, running A/B tests, and tracking engagement. They can also filter leads, write personalized connection requests, manage your inbox, and prepare weekly reports.
When the channel becomes a system, impact becomes sustainable. That takes time, attention, and sound judgment. A remote assistant with B2B insurance experience and expertise in tools like LinkedIn Sales Navigator or Meta Ads can bring all of that to the table.
How to Get More Insurance Clients on Facebook
Facebook remains essential for personal insurance—auto, home, life, or health—not because it’s trendy, but due to its demographic reach and strong community structure. However, its effectiveness depends on how actively it is engaged.
Strategy 1: Actively Participate in Local Communities
- Step 1: Join Facebook groups with a local or thematic focus (e.g., “First-Time Parents in Orlando”).
- Step 2: Share valuable, non-promotional content: For example, “3 Things to Review in Your Policy Before Renewing Your Auto Insurance.”
- Step 3: Build trust through comments or monthly live sessions addressing common questions.
Strategy 2: Run Targeted Campaigns with Meta Ads
- Step 1: Develop campaigns with clear goals—lead generation or website traffic.
- Step 2: Utilize custom audiences based on interests, location, age, and recent behavior.
- Step 3: Include a simple form to capture leads or direct users to WhatsApp Business.
The real challenge is keeping these efforts consistently active over time. A virtual assistant can help manage groups, respond to inquiries, and optimize campaigns, allowing you to focus on closing sales..
Marketing Virtual Assistant for Insurance: Facebook
A virtual assistant can do more than schedule posts, design creatives, or reply to comments. They can monitor groups, detect recurring patterns, identify frequently asked questions, and turn those insights into content. They can also launch and refine campaigns, download leads, enter them into your CRM, and generate reports that won’t get lost in a folder.
If your audience communicates in both English and Spanish, a bilingual remote assistant can help you bridge the gap without friction. At PeopleBlue, we’ve seen that when Facebook is managed with intention and structure, the return is tangible.
How to Use Instagram to Sell More Insurance
Instagram demands more than just a presence: it requires visual language, emotional connection, and a consistent rhythm. It’s especially effective for engaging millennials and young professionals seeking life, health, or travel insurance.
Strategy 1: Create educational carousels with visual tips
- Step 1: Identify high-demand topics (e.g., “What does your health insurance really cover?”).
- Step 2: Use tools like Canva to design clear and appealing carousels (5–7 slides).
- Step 3: Post during peak engagement times and include subtle calls to action such as: “Save this post for later.”
Strategy 2: Use stories with polls, questions, and testimonials
- Step 1: Share stories featuring frequently asked questions, incorporating interactive stickers (“Did you know this?” / “Do you have international coverage?”).
- Step 2: Share brief testimonials from real clients (videos or text with photos).
- Step 3: Respond to interactions in real time to strengthen relationships.
Instagram requires consistent content and a coherent visual design. A virtual assistant can help you maintain this cadence and manage every detail with care.
Marketing Virtual Assistant for Insurance: Instagram
A virtual assistant can create carousels, reels, or stories that align with your brand identity. They can also write captions, select relevant hashtags, schedule posts, monitor messages, and analyze performance metrics. It’s not just about “being present” — it’s about being effective.
PeopleBlue partners with virtual assistants who grasp Instagram’s dynamics and its power to build emotional trust. In the insurance industry, decisions are often driven more by perception than by price.
How to Attract Insurance Clients Using TikTok
TikTok is much more than just an entertainment platform. It serves as a powerful discovery channel, particularly for Generation Z and self-managed users such as freelancers, travelers, and international students.
Misconceptions about insurance are widespread, and short videos can effectively debunk them with clear, impactful messaging. The tone tends to be informal and spontaneous, yet no less strategic. Weekly series, microcontent, and adapted trends can all build authority—without it feeling forced.
The real challenge lies in maintaining a steady pace while ensuring quality. Creating, editing, measuring, and responding—there are no shortcuts.
Marketing Virtual Assistant for Insurance: TikTok
A remote assistant can research trending topics, write concise scripts, edit videos, add captions, post at optimal times, and engage with comments to nurture potential leads.
Strategy 1: Produce 60-Second Educational Microvideos
- Step 1: Select a common myth or misconception (e.g., “Does travel insurance cover COVID—fact or fiction?”).
- Step 2: Record vertically with a friendly, natural tone—avoid rigid scripts.
- Step 3: Add captions, emojis, and a subtle call-to-action like, “Want to learn more? Comment ‘info’.”
Strategy 2: Launch a Weekly Themed Series
- Step 1: Create a mini-series such as “Insurance Tuesdays” or “True or False: Health Edition.”
- Step 2: Set a consistent rhythm—one video per week with the same format and length.
- Step 3: Track retention, comments, and shares to refine topics over time.
For TikTok to deliver results, consistency, creativity, and speed are essential. A virtual assistant can manage the entire publishing and analytics workflow.
PeopleBlue provides virtual assistants skilled at transforming technical content into engaging, conversion-focused formats—always keeping the business goals front and center, without chasing fleeting trends.
How to Hire a Virtual Assistant for Your Insurance Agency
In today’s digital era, competition in the insurance industry demands more than just sales experience; it requires a strategic, consistent digital presence focused on conversion. Insurtech companies have paved the way, demonstrating that agility and the ability to reach the audience with a clear message at the right moment are essential.
The role of the marketing virtual assistant emerges as the ideal solution to overcome the time and resource challenges faced by agencies and brokers. From creating targeted content to managing interactions and advertising campaigns on platforms like LinkedIn, Facebook, Instagram, and TikTok, a remote assistant does more than just complete tasks—they transform your digital presence into a sustainable client acquisition engine.
With 20 years of experience, PeopleBlue offers not just a freelancer, but a structured, reliable solution designed to support your business growth:
- Free Initial Consultation: Assess your needs with no obligation to determine if a virtual assistant is the right fit for your agency.
- Clear Documentation and Useful Resources: Tools to delegate precisely, avoiding confusion and overwhelm.
- Transparent Pricing: No hidden fees. For example, a full-time virtual assistant (40 hours/week) costs $1,690 plus taxes (8.25%), while part-time (20 hours/week) is $942 plus taxes.
- Personalized Selection: Assistance in finding the ideal virtual assistant who strengthens your business in the most critical areas—organization, technology, and communication.
- Robust Legal and Administrative Support: Company-to-company contracts (PeopleBlue acts as the legal employer), freeing you from labor liabilities and risks.
- Ongoing, Personalized Support: For clients, monthly follow-ups and performance reviews ensure smooth operations. For virtual assistants, onboarding support from week one and continuous feedback maintain high performance.
Alejandra is a psychology student with experience in corporate environments.
