Marketing automation for insurtech companies
Insurance is bought on trust and understanding, and most people find it confusing. Maggie, your AI CMO, writes clear explainers for customers and LinkedIn posts for brokers, insurers and partners, checks them against insurance rules, and holds every post for your team to approve.
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 insurtech companies struggle to keep their marketing going
Your team is building product, signing capacity and onboarding partners. Content goes through compliance, product and legal, and often stalls on the way.
Every post waits for sign-off
A simple post on what a policy covers can sit for weeks between marketing, compliance and the underwriting partner. By the time it's approved, the moment for it has passed.
Customers don't understand cover
Excess, exclusions, claims, renewals. People search these words when they're about to buy or about to claim, and the companies that explain them plainly earn the trust.
Two audiences, two languages
Policyholders want simple answers; brokers, insurers and distribution partners want to see your data, your claims process and your distribution model. One content plan has to serve both.
Comparison sites set the terms
Aggregators and price comparison sites bring customers, but they rank on price and keep the relationship. Your own website and channels are where you show why your product is different.
Your new pet cover launches next month, and the explainers are already with compliance.
You're launching a new pet insurance product next month, built with an underwriting partner. Your blog last covered your funding round, and your LinkedIn page mostly shares job ads.
You paste your company's website into cmo.so. Maggie reads it and writes your brand profile: app-based pet and gadget cover, quick claims through the app, the partners you distribute with, the young pet owners who buy from you, and the friendly, plain-speaking way you write. You correct one thing: gadget cover is now sold only through partners. Then you turn on Content Policy Guard for insurance rules and add one of your own: never describe cover without pointing to the policy wording.
By Tuesday the drafts are waiting, each with a picture in your look: a blog post explaining what pet insurance usually covers and what an excess is, a LinkedIn post for brokers on how your claims process works, a TikTok post for new puppy owners (in beta) and a LinkedIn post for retailers interested in offering cover at checkout. Content Policy Guard has held one line that read like a promise every claim would be paid, with a suggested rewrite.
Your compliance lead reviews each draft, approves three and edits the fourth. They go out at the times you set for each channel, each comes back with its link, and AI visibility shows how Google's AI answers describe your cover.
A marketing assistant who explains cover clearly and carefully
Each of those problems has an answer, and your team still decides what goes out under your company's name.
Explainers people search for
Posts on what cover includes, how excesses and claims work, and what to check before you buy, written for Google and for AI answers. Published to your Webflow, WordPress, Wix or Shopify site, or any site through the cmo.so API.
Blog on autopilotChecked before your team reads it
Turn on Content Policy Guard and posts are checked against insurance and financial rules, or your own. A risky post is held as a draft with a suggested rewrite. These are AI suggestions, not legal or compliance advice.
Content Policy GuardTrusted by partners on LinkedIn
Posts for brokers, insurers, MGAs and distribution partners on your claims process, product updates and what you're learning, written in a different voice from your customer posts.
LinkedInYour voice, plain and careful
Enter your website and Maggie builds your brand profile: products, customers, partners, what sets you apart, competitors and voice. Every post starts from it, for policyholders and partners alike.
Brand profileSee how AI describes you
AI visibility shows how Google's AI answers describe your company and your cover, and Search Console shows which explainers bring people to your website.
AI visibility and Search ConsoleApprovals that fit your sign-off
By default nothing goes out until it's approved. Add marketing, product and compliance in Me → Team with presets such as editor or manager, and keep approvals on for every channel.
ApprovalsYour marketing team, in your pocket
Real screens from the cmo.so app on iPhone.
From your company's website to approved posts in four steps
Enter your website
Maggie reads it and drafts your company's brand profile in minutes.
Set your rules
Check your products and partners, turn on Content Policy Guard for insurance rules and add your own.
Review the drafts
Your first week of posts arrives with pictures. Your team approves, edits or skips each one.
Publish what you approved
Approved posts go out at each channel's times and every one comes back with its link.
Why not just…
The usual ways insurtech companies try to keep content going, and where each one runs out.
…hire a content marketer?
A full-time marketing hire in the UK costs around £3,000 a month before tools, and their drafts still queue for compliance. Maggie drafts every week from £15 a month and holds risky lines before they reach review.
…pay a fintech marketing agency?
Specialist agencies know the sector, but SEO and content agencies often cost around £1,000 a month, and your compliance team still checks every word.
…rely on comparison sites?
Aggregators bring volume but rank on price and own the customer. Explainers on your own website show why your cover is worth choosing and bring people who come to you directly.
…write it with ChatGPT?
You still brief it, check every claim, make the picture and post it yourself, and it doesn't know your products or your house rules. Maggie remembers your company and holds a risky line 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 insurtech companies: your questions
Still unsure?
What is marketing automation for insurtech companies?
It's software that does the repeating work of marketing an insurance product: planning topics, writing explainers and posts for customers and partners, making pictures and publishing on schedule.
With cmo.so, Maggie does all of it from your company's website, and nothing goes out until a person on your team approves it.
How do insurtech companies get more customers online?
Insurtech companies get more customers online by explaining cover clearly where people search: plain answers on their own website about what is covered, how claims work and how to choose, plus posts on the channels their customers use.
Maggie writes those explainers every week, and Search Console shows which ones bring people to your site, so you can see what is working.
How much does marketing automation cost for an insurtech company?
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 company 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 insurtech companies start with?
Most start with their own blog for cover explainers, plus LinkedIn for brokers, insurers, investors and distribution partners.
If you sell direct to consumers, Instagram, TikTok and Facebook (all in beta) reach younger buyers. Each channel has its own posting times and queue.
Is it safe to use AI to write about insurance?
It is safe when a qualified person reviews every post before it is published. cmo.so keeps approvals on by default, and Content Policy Guard can hold a post that may break insurance or financial 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 company stays responsible for what it publishes.
Can we add our own compliance rules?
You can add your own house rules to Content Policy Guard, such as “never describe cover without pointing to the policy wording” or “never call a product the cheapest”.
A post that may break one is held as a draft with a suggested rewrite, and your compliance lead decides what happens next.
Can it write for both customers and B2B partners?
It can, and each post is written for its reader. Customer posts explain cover and claims in plain words; LinkedIn posts for brokers, insurers and partners cover your claims process, distribution and product updates.
You choose which topics go on which channel, and each channel can have its own voice and post template.
Do we need to share policyholder or claims data?
There is no need to share any. Maggie works from your public website and the brand profile you check, and cmo.so does not connect to policy, claims or customer record systems.
cmo.so never sells or rents your data, and Search Console data is never used for advertising or to train AI models.
Will the posts quote prices or promise claims will be paid?
They shouldn't, and you can make sure they don't. Add a house rule to Content Policy Guard against quoting prices or promising claim outcomes, and a post that may break it is held as a draft with a suggested rewrite.
Posts are written from your website and the brand profile you check, and you can edit any line before approving it.
What kind of posts will Maggie write for an insurtech company?
Posts come from your products and your customers' questions: what a policy usually covers, what an excess means, how to make a claim in the app, what to check before renewing, and how embedded cover works for partners.
She also writes company posts for LinkedIn, such as product launches and what your team has learned building a new kind of cover.
We sell several products. Can cmo.so handle them all?
It can. One brand profile can cover several products, and topics are planned for each. If a product has its own website, add it to the same account with its own brand profile, channels, schedule and approvals.
Approvals, edits and changes are kept in one place, so you always know who approved what.
Which websites does it work with?
cmo.so publishes to Webflow, WordPress, Wix and Shopify, and to any other website through the cmo.so API.
Each post is reported back with its link once it is live.
Explain your cover clearly, every week, with compliance in the loop
Enter your website. Your brand profile and first week of posts are ready in minutes, and nothing goes out until your team approves it.
- Free plan, no card needed
- You approve every post
- Cancel any time