Marketing automation for insurance brokers and providers
People look for insurance when something changes: a new business, a new home, a renewal letter with a higher price. Maggie, your AI CMO, writes clear guides and posts for your website, Google Business and LinkedIn, checks them against insurance rules, and you approve every one.
Free to start · No credit card · 30 free posts
Used by 600+ users and trusted by teams at
aeglesriphal.com
moonlakespa.com
shop.theteagroup.com
clo100.com
logtrics.io
mymorez.com
nextidal.com
otisapp.com
storaitelling.com
theheatpumps.co.uk
web-translations.com
exposeai.tech
orielipo.com
whitelabelcrowd.fund
elliptic.co
med.moonlakespa.com
netdex.co.il
orawellness.uk
reenest.com
syngage.ai
thepenthouseliving.com
zengolf.studio
imaintain.uk
rebuildingsociety.com
aurasocial.world
goaimex.com
moneyparents.com
newgenrenewables.uk
osmosisai.co
saunders.ac
teeza.app
thursdayclub.com
Why insurance brokers struggle to keep their marketing going
Your days go on quotes, renewals, claims and client calls. Marketing gets whatever time is left, and every word has to be checked before it goes out.
Comparison sites get there first
Personal and small business customers often start on a price comparison site. Without helpful pages of your own, they never learn what a broker adds beyond the price.
Every post feels like a compliance risk
One careless line can read like a promise of cover or a misleading claim. So posts sit in a sign-off queue for weeks, or never get written.
Cover is hard to explain simply
Clients ask what public liability covers, whether they need business interruption or why their premium went up. The answers are in your head, not on your website.
Local search goes to the big names
When a landlord or tradesperson searches for a broker nearby, Google shows active Google Business profiles with fresh posts. A quiet profile looks like a closed office.
Renewal season starts next month, and the guides your clients need are already drafted.
It's Monday, and the spring rush of renewals for landlords and small businesses is a month away. Clients keep asking the same questions on the phone, and the website hasn't had a new article since last year.
You enter the brokerage's website into cmo.so. Maggie reads it and writes your brand profile: the cover you arrange, the landlords, trades and small firms you look after, the insurers you work with, what you do that a comparison site doesn't, and the calm, plain-speaking way you explain policies. You correct one thing: you no longer arrange motor fleet cover. Then you switch on Content Policy Guard for insurance rules and add one of your own: no post may suggest a claim will be paid.
By Tuesday the drafts are waiting, each with a picture in your brokerage's look: a blog post on what landlord insurance usually covers and what to check in your policy, a LinkedIn post for small business owners on preparing for renewal, and a Google Business post inviting local landlords to book a review call. Content Policy Guard has held one sentence that read like a guarantee, with a suggested rewrite. You accept the rewrite, check the rest and approve.
The posts go out at the times you set for each channel, spread across the month, and each comes back with its link. While you're on the phone with insurers, Maggie is already planning posts for the next renewal wave, and Search Console in cmo.so shows which guides people are finding.
A marketing assistant who explains cover carefully
Each of those problems has an answer, and a qualified person at your firm still decides what goes out under its name.
Plain-English cover guides
Blog posts on what different policies usually cover, what to check at renewal and how to prepare for a claim, written for Google and for AI answers and published to your WordPress, Wix, Webflow or other website through the cmo.so API.
Blog on autopilotChecked against insurance rules
Turn on Content Policy Guard and posts are checked against insurance rules, or your firm's own. A risky post is held as a draft with a suggested rewrite. These are AI suggestions, not legal or compliance advice.
Content Policy GuardFound by local clients
Regular Google Business posts keep your office visible when landlords, trades and small firms search for a broker nearby, with a button to call or book a review.
Google BusinessLinkedIn for commercial clients
Posts for business owners, finance directors and the accountants and solicitors who refer clients to you, on risk, renewals and changes worth knowing about.
LinkedInTimed to renewal seasons
Topics planned around the moments clients think about cover: renewals, moving home, starting a business, winter weather. Posts are written and queued ahead.
Seasonal scheduleEvery post approved by you
By default nothing goes out until it's approved. Add your compliance lead in Me → Team so a qualified person signs off every post.
ApprovalsYour marketing team, in your pocket
Real screens from the cmo.so app on iPhone.
From your firm's website to a season of checked posts in four steps
Enter your website
Maggie reads it and drafts your firm's brand profile in minutes.
Check your profile and rules
Correct the cover you arrange, choose your channels, and turn on Content Policy Guard with your own house rules.
Review the drafts
Guides and posts arrive with pictures, and anything risky is held with a suggested rewrite. Approve, edit or skip each one.
Let them go out
Approved posts go out at each channel's times and every one comes back with its link.
Why not just…
The usual ways brokers try to win clients online, and where each one runs out.
…rely on comparison sites?
They bring enquiries, but they sell on price and customers remember the site, not you. Guides on your own website show what a broker adds and bring people to you directly.
…pay a financial marketing agency?
SEO and content agencies often cost around £1,000 a month, and you still check every word. Maggie writes and publishes every week from £15 a month, with Content Policy Guard checking drafts first.
…hire a marketing executive?
A full-time marketing hire in the UK costs around £3,000 a month before tools. Maggie starts from your website today and your team keeps the sign-off.
…write posts with ChatGPT?
You still brief it, check every claim, make the picture and post it yourself, and it doesn't know your firm's rules. Maggie remembers your firm and holds risky lines for review.
Cut the £5,900/mo marketing bill to £15/mo
Everything a marketing team does, done by Maggie.
| What needs doing | Without cmo.so | With cmo.so |
|---|---|---|
| Full-time marketing hire | £3,000/mo | Included |
| SEO and AI search (GEO) agency | £1,000/mo | Included |
| Content writer, AI-assisted | £500/mo | Included |
| Social media manager, freelance | £800/mo | Included |
| Designed pictures for every post | £300/mo | Included |
| SEO and GEO softwareRank tracking, site audits, AI visibility | £250/mo | Included |
| AI writing and image tools | £50/mo | Included |
| Working hours | Office hours | 24/7 |
| Total per month | £5,900+ | From £15/mo |
Typical UK costs for a small business in 2026, with AI already cutting freelance rates. Estimates only; your own quotes will vary.
- 5 social posts, 30 once verified
- 15 Maggie messages a day
- Upgrade any time
- 12 posts a day
- 150 Maggie messages a day
- All channels
- 96 posts a day
- 1,000 Maggie messages a day
- All channels
Per website, billed monthly. Blog and social posts share one allowance; your best plan sets how much you can talk to Maggie across all your websites.
Marketing automation for insurance brokers and providers: your questions
Still unsure?
What is marketing automation for insurance brokers and providers?
It's software that does the repeating work of marketing an insurance business: planning topics around renewals and life events, writing guides and social posts, making pictures and publishing on schedule.
With cmo.so, Maggie does all of it from your firm's website, and nothing goes out until a person at your firm approves it.
How do insurance brokers get more clients online?
Insurance brokers get more clients online by answering the questions people ask before they buy cover: what a policy includes, what to check at renewal and why a broker helps, on their own website and Google Business profile.
Maggie writes those guides and posts every week, and Search Console shows which ones bring people to your website.
How much does marketing automation cost for an insurance broker?
There's a free plan with no card needed. Paid plans are per website and billed monthly: Air at £15 a month covers two posts a day, and Pro at £45 a month suits a brokerage posting on several channels.
Founding members get lower prices for good on every plan until 1 January 2027. You can cancel any time.
Which channels should insurance brokers start with?
Most brokers start with their own blog and Google Business, because that's where people searching for cover or a broker nearby decide who to call.
LinkedIn suits commercial lines and referral partners such as accountants and solicitors, and Facebook is in beta for personal lines. Each channel has its own posting times and queue.
Is it safe to use AI for insurance marketing?
It is safe when a qualified person reviews every post before it's published. cmo.so keeps approvals on by default, and Content Policy Guard can hold a post that may break insurance rules as a draft with a suggested rewrite.
Content Policy Guard gives AI suggestions, not legal or compliance advice. It does not make a post compliant on its own, and your firm stays responsible for what it publishes.
Can we add our own compliance rules?
Yes. You can add house rules to Content Policy Guard, such as never suggesting a claim will be paid or never naming a price, and a post that may break them is held as a draft with a suggested rewrite.
You can also edit any post before approving it, and Maggie learns from those edits.
Will cmo.so give insurance advice or quote prices?
No, it won't. It writes general guides and posts about types of cover and what to consider; it doesn't give personal advice, quote premiums or connect to your policy or client systems.
Posts can point readers to you for advice on their own situation, with a button to call or book.
Can posts help with renewal season?
Yes, they can. Topics are planned around the times your clients renew, and posts on what to check before renewing are written and queued weeks ahead.
Maggie doesn't send renewal emails, so clients still hear from you directly about their own policy.
We cover personal and commercial lines. Can cmo.so write for both?
Yes. Your brand profile lists both audiences, and Maggie writes for each in its own voice: friendly guides for homeowners and drivers, and LinkedIn posts for business owners.
If the two sides have separate websites, add both to one account and each gets its own brand profile, channels, schedule and approvals.
Can our compliance officer approve every post?
Yes. In Me → Team you can add people and choose what each can see or change, using presets such as editor or manager.
So your marketing lead can plan and edit while your compliance officer gives the final approval.
How is our data handled?
cmo.so never sells or rents your data, and social channels connect through each platform's official sign-in, so cmo.so never sees your passwords.
Search Console data is only used to show your own results and plan your content, never for advertising or to train AI models.
Answer your clients' questions before they reach a comparison site
Enter your firm's website. Your brand profile and first week of cover guides and posts are ready in minutes, and nothing goes out until you approve it.
- Free plan, no card needed
- You approve every post
- Cancel any time