https://www.sendible.com/solutions/insurance-social-media-management
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    How we at Sendible help you solve challenges.

    Insurance agent social media struggles
    How Sendible helps you overcome them
    Agent burnout and lack of content.
    Build a shared content library of pre-approved pillars, like risk management tips and policy FAQs, so agents can post in seconds.
    Strict compliance and legal risks.
    Implement multi-level approval workflows. Agents can draft posts, but nothing goes live until your compliance team gives the green light.
    Scaling across hundreds of agents.
    Manage hundreds of individual agent personas from one central hub. Organise your network by region, agency, or product line for easy oversight.
    Generic, "robot-like" brand voice.
    Use Custom Tags to automatically insert an agent's name, phone number, or local agency details into corporate-pushed content for a personal touch.
    Inefficient content distribution.
    Bulk schedule mandatory announcements or seasonal campaigns across your entire agent field force simultaneously to ensure total brand alignment.
    Blind spots in agent performance.
    Generate aggregated reports for the whole network or individual agents to see who is driving engagement and where the brand is most active.
    Agent burnout and lack of content.
    Build a shared content library of pre-approved pillars, like risk management tips and policy FAQs, so agents can post in seconds.
    Strict compliance and legal risks.
    Implement multi-level approval workflows. Agents can draft posts, but nothing goes live until your compliance team gives the green light.
    Scaling across hundreds of agents.
    Manage hundreds of individual agent personas from one central hub. Organise your network by region, agency, or product line for easy oversight.
    Generic, "robot-like" brand voice.
    Use Custom Tags to automatically insert an agent's name, phone number, or local agency details into corporate-pushed content for a personal touch.
    Inefficient content distribution.
    Bulk schedule mandatory announcements or seasonal campaigns across your entire agent field force simultaneously to ensure total brand alignment.
    Blind spots in agent performance.
    Generate aggregated reports for the whole network or individual agents to see who is driving engagement and where the brand is most active.

    By implementing Sendible's platform, RE/MAX Realtron has streamlined social media management for 1,200 agents, saving countless hours and boosting engagement.

    How Sendible supports insurance agent teams.

    Whether you’re running social media across multiple branches, Sendible gives you the structure to stay compliant, consistent, and connected with your communities.

    Create a Content Library with pre-approved posts.
    Create a centralised library of visuals, posts and articles divided by branch, content pillar or any other category to improve the quality of your posts and save valuable time for your team.
    No more content blocks
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    Create separate calendars for each branch.
    With Sendible’s flexible calendar and user setup, you can set each branch up with its own calendar or group of calendars that only admins and that specific team have access to.
    Access specific calendars
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    Automatically personalise posts for multiple branches.
    With Sendible’s Custom Tags, you can create one post and have it automatically add personalised or localised information, such as links, text, CTAs, hashtags and more, for each profile.
    Optimise content personalisation
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    Build custom reports across multiple profiles.
    Our Custom Reports enable you to build reports across multiple profiles, campaigns, and branches. Create them once with as many modules as needed and set up the sending frequency so you automate the whole process.
    Automate advanced reporting
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    Why our customers love Sendible.

    See customer stories

    “Sendible was there from step one, from A to Z, they helped us get rolling into the program. They've taught us tricks and tips.”

    Louie Bettio, Marketing Director @ RE/MAX Realtron

    “Sendible lets us create a month’s worth of content in one week for our clients, allowing us to spend the rest of the month engaging and optimizing.”

    Sophia Rabe, Founder & CEO @ Olive + Milo

    “I've been able to secure 5 clients because of the reporting system from Sendible.”

    Sheri Herrmann, Founder & CEO @ 1972Media

    “I like Sendible because, as a one person agency, it was totally affordable, streamlined, easy to use with the features I wanted, and not bloated with a bunch of stuff I never use. ”

    Chris Ewing, Head Widget @ MindWidget Creative

    “It's allowed me to grow my customer base because I have more time to dedicate to managing their content. And a huge thing that has helped me with using Sendible is the Canva plugin.”

    Adrienne Wilkins, Founder @ Sphere Media Marketing

    “I loaded an entire month of content across four platforms for one client the other day, each one with an image and a web link. It took me 35 minutes.”

    Anna Rump, Founder @ Amelia Rose Media

    “It's those finishing touches - things like client connect that you don't get anywhere else. It's that kind of thing that really makes Sendible stand out from the crowd.”

    Gemma Edwards, Co-Founder @ So Contented

    “The partnership with Sendible also accommodates our growing partner-base and caters for scalability at a cost-effective rate.”

    Ryan Grimshaw, Head of Brand and Marketing @ Topodium Group

    “I'm in love. Sendible is all I need from a social media posting platform and more. The best part is Sendible has saved us hundreds of dollars that a comparable plan with Hootsuite would've cost us.”

    Melissa Cassidy, Operations Specialist @ Verge Real Estate

    “Sendible lets us create a month’s worth of content in one week for our clients, allowing us to spend the rest of the month engaging and optimizing.”

    Sophia Rabe, Founder & CEO @ Olive + Milo

    Spend less time on social media management and more time serving customers.

    Insurance agents don’t always have the time to post regularly or monitor results. Sendible makes it easy to share approved content, manage compliance, and track performance across multiple branches and advisors.

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    Maximise efficiency with bulk imports.

    For maximum impact, fist create a list of social media profiles. Then bulk import social media content to save hours of time while posting relevant content across multiple locations and agents.

    Start saving time
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    Ask for post approvals in bulk.

    Mistake-free posts become a challenge when dealing with hundreds of social media profiles and locations. Use Sendible's in-bulk approval requests to save time on asking for a sign-off on content.

    Improve collaboration
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    Schedule hundreds of evergreen posts.

    Use Smart Queues for timeless content, like maintenance tips and other advice. Add local insights and behind-the-scenes content to the Queue. Decide if you want Sendible to repeat them after the cycle ends.

    Schedule timeless content

    Free insurance agent content pillar and post ideas to get you started.

    Insurance education

    Insurance is often seen as a "grudge purchase," and clients look for value. Sharing simple, educational content on risk and coverage builds authority, reduces anxiety, and positions your agents as indispensable advisors in the protection process.

    Policyholder testimonials

    Claims-time stories resonate strongly with prospects. Sharing testimonials and "moment of truth" case studies demonstrates credibility, builds trust, and proves your agents’ ability to deliver when it matters most.

    Community and risk insights

    Local presence is the heartbeat of an agency. Highlighting regional safety insights, local events, and weather-related risk trends shows your agents are engaged with and invested in the communities they protect.

     

    Compliance-ready content

    Insurance marketing must balance empathy with strict regulation. Offering pre-approved, compliance-ready content ensures posts are legally sound, consistent, and easy to distribute across your entire agent network.

    Insurance education ideas

    "Coverage gap tip of the week," myth-busting posts ("Why my car insurance went up even with no accidents"), short explainers on deductibles, carousel guides on life insurance types, and FAQs ("What is an umbrella policy?").

    Policyholder testimonial ideas

    "Claim settled!" success stories, photos of agents handing over a check or keys, short quote cards about peace of mind, "Why I switched" stories, video thank-yous, and network milestones ("Protecting 10,000 local families").

    Community and risk insight ideas

    Local weather prep checklists (e.g., winterizing homes), community event sponsorships, safety webinars, local charity involvement, agent volunteering days, and "Spotlight on [City] business owners."

     

    Compliance-ready content ideas

    Pre-approved templates with required disclaimers, brand-standard visuals, "Safety First" evergreen tips, carousel posts with "State-approved coverage advice," and educational content pre-cleared by your legal team.

    [Watch] Stop chasing cold leads: Social media for insurance client retention and growth

    If you’re struggling to empower your entire agent network to build digital trust and attract high-quality leads without risking compliance or brand consistency, this webinar is for you.

     
    Watch now
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    Insurance agent resources made by the Sendible team for you.

    We’re dedicated to helping you maximize your investment by sharing the strategies you need to transform followers into long-term policyholders and loyal brand advocates.

    Content calendar for insurance companies.
    Template

    Get a structured, multi-platform calendar for high engagement

    Get the ideas
    insurance-content-pillars-to-build-trust-and-retain-clients-header-image
    Article

    20 Insurance Content Pillars to Build Trust and Retain Clients

    Read the article
    Insurance social media AI assistant
    GPT

    Insurance social media AI assistant

    Access the GPT
    relationship-first-social-media-for-insurance-header-image
    Article

    Relationship-First Social Media for Insurance: Shifting from Cold Leads to Client Retention

    Read the article

    Frequently asked
    questions.

    Every social media account that you would like to connect to Sendible will count as one profile. For key networks like Facebook, LinkedIn, Instagram, etc., each social profile includes the ability to post, pull reports, and stream comments and feeds. 

    You can send 100 daily posts per user (or more, depending on your plan) across all your social media profiles.

    Each user is an individual login and/or a calendar, allowing you to separate and organise your account by client, location or brand.

    Each plan includes an allocation of social profiles and users you can add. For every separate calendar you want to create, you'll need one user allocation and change the user type to "Client".

    You can use the included users on your subscription plan or add a bundle of users and profiles without upgrading to the next tier.

    If you're looking to manage multiple calendars on your account, you can schedule a demo with one of our consultants—book your call today.

    Yes, you can without needing to upgrade to the next plan up. We bundle our profiles with users and you can add or remove these bundle(s) at any time in your subscription settings.

    The number of profiles you get per user varies based on your plan type. So with one bundle on a Creator plan, you will receive an extra user and 6 social profiles for an additional $29. Your total cost per month would then be $58 on a monthly subscription.

    However, if you would like additional functionalities available on a higher plan, we recommend upgrading.

    Sendible supports key social media networks including Facebook, X, Instagram, LinkedIn, TikTok, Google Business Profiles, Threads, and Bluesky.

    You can publish photos, videos, Reels, Stories and image carousels directly to Instagram Professional profiles. You can also schedule reminders for video carousel posts with in-app notifications.

    You can also tag profiles in image posts, geotag locations and automatically include a first comment filled with your hashtags to go out with every post. Unfortunately, we don't support answering direct messages on Instagram at the moment.

    Yes, we do support scheduling posts with images to Google Business so you can keep your locations updated! Reports are not available at the moment and will need to be accessed natively.

    You can publish videos directly to TikTok Business and Personal Accounts via Sendible. Pick a thumbnail from the video timeline and enable duets, stitches, and comments. Our suite also includes TikTok reporting, which allows you to track metrics like profile views, engagement, follower growth, when they're most active, demographics, and more.

    In order to comply with the posting policies of social media sites, we apply a daily posting limit for each user. During the trial period, the limit is set to 100 posts per day per user. Paid users on the Traction plan and above have a higher daily posting limit.

    This limit is put in place to prevent social media accounts from being suspended which can happen if your posts are flagged as spam or are reported by social media users for other reasons.

    Get support from real people every step of the way. All plans include access to our helpdesk's how-to articles, live group training sessions, and our live chat which is available during UK business hours (9 am - 10 pm GMT).

    Our customer success team provides 1:1 onboarding for customers on the Scale, Expansion, and custom plans, while all plans can book a 1:1 session with one of our experts to address specific questions and best practices.

    We accept all major credit cards. Payments are usually taken monthly but we also offer a 15% discount if you choose to pay annually. If you would prefer to pay by invoice or purchase order, please contact us.

    Please note: If you are a UK-based customer, you will also be billed VAT.

    If you're looking to generate more business as an agency, our White Label plan could be an excellent choice as it allows you to add all your clients into one branded space. 

    You can also create different service packages for clients and limit certain areas of the dashboard until you upsell them to a higher tier with more hands-on work from you.

    White Label plans include all Sendible features and start from $299/month (USD). If you're interested, book a demo with our team to discuss this potential solution in detail.

    We currently support three currencies: USD (U.S. Dollar), EUR (Euro), and GBP (British Pound). Unfortunately, we do not support any other currencies at the moment.

    There are no contracts on our standard plans and you can cancel at any time. At the end of your free 14-day trial, you’ll be asked to add your credit card. If you add a credit card during the trial, you'll be billed automatically at the end of your trial period.

    If you sign a contract for a custom or a White Label plan, the terms outlined in the contract will be applicable.

    Yes, we do! If you're a nonprofit or charitable organization, you can receive a monthly discount of 15% on any plan. If you choose to pay annually, you can get a 25% discount on any plan.

    Please note that only one type of discount can be applied to your account at a time.