The Insurance Marketing Playbook
The Insurance Marketing Playbook is your go-to podcast for insurance agents who want to attract more clients, close more policies, and scale their business with modern marketing strategies. Each week, we break down proven tips on digital marketing for insurance agents, including SEO, social media, email campaigns, Google Business Profile optimization, paid ads, and referral systems.
Hosted by Shelby McFarland, The Marketing Broker, who specializes in helping insurance agents grow, this show gives you actionable marketing strategies designed specifically for the insurance industry—no fluff, just play-by-play tactics you can implement right away.
Whether you’re a new agent building your book of business or an experienced producer looking to modernize your marketing, this podcast is your competitive edge. Subscribe to The Insurance Marketing Playbook and learn how to generate quality leads, build your brand, and grow your insurance agency with confidence.
The Insurance Marketing Playbook
Referral Engines That Actually Work
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Trust closes policies faster than any ad, and we break down how to build it on purpose. Shelby from The Marketing Broker shares a complete referral system for insurance agents, from turning five-star service into client advocacy to using Google reviews that actually tell a story. You’ll hear how to choose the right networking groups, claim a category-exclusive seat, and teach partners to spot and send perfect-fit prospects without awkward scripts.
We walk through the mechanics that make referrals scale: asking every new lead how they found you, tagging sources in your CRM, and sending thoughtful thank-yous that keep momentum alive. Shelby explains how one hour in a leads group generated $6,000 in business, why specific review narratives boost local SEO, and the simple “talk tracks” that help realtors, mortgage pros, title reps, and auto dealers sell your value in under 30 seconds. Along the way, we tackle hard truths about consistency—speed to contact, follow-through, and what to do when service breaks and a referral goes sideways.
If you’re building an insurance agency on relationships, this is your playbook for repeatable growth. Learn how to protect referrers’ credibility, reward your top partners, and turn everyday wins—claim support, premium savings, fast answers—into stories that compound trust across your market. Subscribe for more marketing strategies, share this episode with a fellow agent, and leave a review to tell us which referral tactic you’ll test first.