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Currently available for select engagements

Hire Social Media Manager for Insurance Agencies
Senior, direct, no layers

Practical social media manager help for insurance agencies: policy servicing, renewals, and new-business follow-up done properly, on the systems you already run.

Direct
Working Relationship
Senior-only
Delivery
Fixed scope
Agreed Upfront
No layers
Communication
Insurance Agencies — Marketing & Growth

A senior social media manager for insurance agencies

An insurance agency lives or dies on follow-up. Quotes go out, renewals come due, endorsements pile up, and every one of those moments is a chance to keep a client or lose one to a competitor who called back first. Most agencies know this, yet the work still runs on memory, spreadsheets, and inboxes, because the agency management system was set up years ago and nobody has owned it since.

That gap shows up in very specific places: renewal lists worked too late, cross-sell opportunities nobody noticed, certificates and documents chased by email, and producers spending their day on admin instead of conversations. The agency does not need more software. It needs someone who can make the systems it already pays for do the follow-up work, and build the missing pieces around them without breaking how producers actually work.

A social media manager builds the presence that keeps policy servicing, renewals, and new-business follow-up visible and trusted: consistent, useful content on the channels your buyers actually use, and conversations handled promptly instead of left unanswered. The engagement is senior-only and direct: you work with Omer, the scope is agreed before build, and the work is judged on what changes in policy servicing, renewals, and new-business follow-up — not on hours logged or deliverables counted. Book a free discovery call and we will test the fit before any scope is agreed.

What you get

What this engagement covers for insurance agencies

  • Channel strategy — Which platforms matter for your buyers, and what each one is for, instead of posting everywhere badly.
  • Content calendars and production — Planned posts — short video, images, and written posts — built around real questions and proof, not filler.
  • Community and comment management — Replies, questions, and complaints handled promptly and professionally, with escalation rules for sensitive cases.
  • Short-form video — Practical, repeatable video formats that explain, demonstrate, or answer, produced on a sustainable schedule.
  • Social proof and reviews — Customer stories, testimonials, and review prompts woven into the content plan with permission.
  • Monthly reporting on what matters — Reach and engagement reported alongside profile visits, enquiries, and website actions, not vanity counts alone.
Systems that insurance agencies actually run

Built for the stack you already pay for

Agencies in this market typically run on an agency management system such as Applied Epic or Vertafore AMS360, with EZLynx for comparative rating, plus a CRM or marketing tool such as Salesforce, HubSpot, or AgencyZoom for follow-up. Documents move through DocuSign, phones through RingCentral or a similar VoIP system, and carrier downloads arrive through IVANS. Any new build has to respect that stack: it reads from the management system where possible, writes back cleanly, and never creates a second, conflicting copy of client data.

Social work here connects to your CRM and website analytics where possible, so profile actions and enquiries can be traced, and it respects the compliance note for your industry: regulated claims and customer stories are checked before posting.

That discipline matters because the failure mode of outside help is usually a new tool nobody maintains. Work that lives inside Applied Epic and your CRM survives the engagement; work that lives in a separate spreadsheet or dashboard dies the week the engagement ends. Every build here is therefore judged on whether your team can run it afterwards without the person who built it.

How it works

From kickoff to delivery for insurance agencies

  1. Audit the current presence

    Review channels, content, and what buyers actually engage with.

  2. Set the channel plan

    Agree platforms, formats, and a sustainable posting rhythm.

  3. Produce and publish

    A rolling calendar with content built in batches, not daily scrambles.

  4. Review and refine monthly

    Keep the formats that drive enquiries and retire the ones that only fill a feed.

Realistic outcomes

What success looks like, honestly

For an agency, a realistic outcome is not a vague promise of growth. It is renewals worked on time, quotes followed up within a day, documents collected without chasing, and producers spending more of their week on conversations that close. Those are the results worth measuring, and they are measured in the agency's own numbers: renewal retention, quote-to-bind time, and hours returned to producers each week.

  • Outcome 1 — A consistent presence buyers recognise, on the channels they actually use.
  • Outcome 2 — Faster, professional handling of comments and questions, including sensitive cases.
  • Outcome 3 — Content judged on enquiries and profile actions, not just likes.

No prices, guarantees, or client results are promised on this page, because the honest answer depends on your starting point: the state of your systems, the quality of your data, and how much of policy servicing, renewals, and new-business follow-up is actually broken today. The discovery conversation exists to establish that baseline before any commitment is made.

Why Omer

Why hire Omer

  • Senior-only delivery: You work directly with Omer on your insurance agencies engagement, not through account managers or a handover chain.
  • Built on your stack: Applied Epic, Vertafore AMS360, and your CRM — not a parallel tool nobody maintains.
  • Measured on outcomes: Success is judged on policy servicing, renewals, and new-business follow-up improving in your own numbers, not on activity delivered.
  • No lock-in theatre: Your systems, data, and documentation are handed over in full, so you are never held hostage by one engagement.
  • Direct communication: A core overlap window agreed before kickoff, with launches and incidents covered in your business day.
FAQ

Questions, answered

What does a social media manager actually do for insurance agencies?
A social media manager builds the presence that keeps policy servicing, renewals, and new-business follow-up visible and trusted: consistent, useful content on the channels your buyers actually use, and conversations handled promptly instead of left unanswered. In practice, that means help with policy servicing, renewals, and new-business follow-up, working with agency owners and producers directly.
Will this work with Applied Epic and Vertafore AMS360?
Work is built around your existing stack. Applied Epic and Vertafore AMS360 are treated as systems of record: new work reads from them where possible and writes back cleanly, rather than creating a parallel copy of your policy, claims, and client records. Where an integration is not available or not justified, the workflow is designed so staff are not left doing double entry.
What about regulation and compliance for insurance agencies?
Insurance is regulated state by state, and producer licensing, carrier appointment rules, and advertising requirements vary. Nothing on this page is legal or compliance advice; regulated wording, disclosures, and producer-facing claims are checked against your state's rules and your carriers' guidelines before anything goes live.
Do we need to be on every platform?
No. Buyers for policy servicing, renewals, and new-business follow-up concentrate on a few channels, and a strong presence on those beats a thin presence everywhere. The audit identifies where your buyers actually spend attention, and the plan starts there.
How do we start?
With a discovery conversation about the work, the systems involved, and the outcome you want measured. Scope is agreed before any build starts — book a free discovery call, email omermuneer@gmail.com, or message on WhatsApp.
Currently available for select engagements

Ready to get started?

The best way to explore working together is a quick conversation. Reach out through your preferred channel and let us discuss your project.