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SOCi for Insurance Providers
Winning in insurance means showing up where policyholders search, showcasing credibility, and staying compliant—at scale. SOCi helps national insurers support every agent and office with automated, localized marketing that drives conversion.
With SOCi, insurance providers can:
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“SOCi helps make us faster, more nimble and allows our teams to be more productive in other areas. I can now take mundane tasks that are not driving profit and focus my team on profit-driven items – that’s better every day for me, my team, and our business. SOCi has liberated a lot of focus time for us and increased online leads because of it.”
- Christian Montiel, Director of Business and Product Development Estrella Insurance
How does SOCi help insurance agents and brokers with marketing?
SOCi allows insurance providers to empower agents and brokers with marketing tools tailored to their territories, while corporate maintains brand control and regulatory compliance.
Can insurance agents personalize their online presence?
Absolutely. SOCi enables local customization within corporate-approved templates and content, helping agents build trust and relevance without violating brand or legal standards.
How does SOCi handle insurance industry compliance?
SOCi provides layered controls and audit trails. Integration with Smarsh, Proofpoint, and others ensures marketing activity is archived and traceable, meeting industry-specific regulatory demands.
Can SOCi help boost agent visibility in search and maps?
Yes. SOCi’s local SEO tools help insurance agents appear in high-intent “near me” searches by optimizing listings and content for their specific markets.
What results have other insurance companies achieved with SOCi?
Estrella Insurance used SOCi to streamline marketing for over 200 franchise locations, leading to a 110% increase in Google reviews, a 40% improvement in average rating, and a 116% year-over-year boost in Google Business Profile views. With SOCi, Estrella scaled localized marketing while maintaining brand control and compliance across its national network.
Frequently Asked Questions
SOCi has empowered Estrella Insurance’s franchisees to be more engaged in localized marketing efforts, which is shown in the results. Utilizing SOCi, Estrella has seen the following: