Social media playbook

How Life & Disability Insurance Agency should use social media to bring in customers

Consistent social presence builds trust and educates potential clients about complex insurance decisions.

Where to post

FacebookFacebook is widely used by insurance agencies for community engagement and targeted local advertising.
LinkedInLinkedIn is ideal for professional networking and sharing industry insights relevant to life and disability insurance.
YouTubeYouTube allows agencies to post educational videos explaining insurance products and benefits.
InstagramInstagram supports brand building through client testimonials and short informative posts.
XX is used for quick updates, industry news, and engaging with a broader audience.

When to post

Best timeWeekday mornings, 8-10am
How often2-3 posts/week

What to post

Your highest-leverage content: Client success stories and simple insurance explainer videos.

Content angles that work for Life & Disability Insurance Agency:

Sample post

Did You Know This About Disability Insurance?
Many people overlook key benefits of disability insurance that could protect their income if the unexpected happens…
Image: friendly photo of you explaining insurance to a client

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