Insurance marketing · MDC® System

The Insurance Digital Marketing Agency That Reaches Business Owners

Business insurance is bought once a year and rarely reviewed. We put brokers and insurers in front of the owners and managers who make that call, timed to when they’re open to switching.

✓3rd party data by industry & job role
✓Campaigns built around renewal timing
✓Industry niches where cover is required
✓CRM follow-up until renewal comes round
WE RUNMeta logoGoogle Ads logoHubSpot logoSalesforce logoClay logo
Usama Alvi
Book your free strategy sessionwith Usama Alvi · 30 min · Google Meet
Free
TRUSTED BYBright Balustrading logoDevox logoAussie-Link Visa Services logoADD Design Studio logoALVI+AD logoPeter Gould logo
The broker’s problem

Why insurance books grow slowly

1

Clients only think about it once a year

Outside renewal, most owners aren’t looking. If you’re not known when the renewal notice lands, they just pay it or call whoever they already use.

2

Online leads arrive price-first

Generic “cheap business insurance” searches bring people who want a number, not advice. They leave for the next lower quote.

3

Growth stalls at the edge of the network

Most books are built on referrals and relationships. When those plateau, there’s no reliable way to reach new accounts in the industries you know best.

Where to start

Start with industries where cover isn’t optional

The strongest insurance campaigns don’t target “small business”. They target industries where the right cover is a condition of doing business, and where getting it wrong is expensive.

Trades & construction

Public liability and contract works

Head contractors and clients usually ask for certificates of currency before a subbie sets foot on site. Owners want a broker who turns those around fast.

Transport & logistics

Fleet and goods in transit

Every vehicle off the road costs money. Fleet and operations managers care about claims handling as much as premium.

Consultants & professionals

Professional indemnity

Often required by contracts and professional bodies. Firms want cover that matches the work they actually do, explained in plain English.

Hospitality & retail

Business pack, property and liability

Owners juggling leases, stock and staff. They want one broker who looks after the lot and picks up the phone when something goes wrong.

Manufacturing

Property, product liability and interruption

High-value plant and supply contracts. Finance and operations managers want a broker who understands the risk, not just the premium.

Renewal-timed pipeline

Build the relationship in month one, win the account at renewal

Most business owners won’t switch mid-policy. So the campaign captures interest whenever it appears, records the renewal month, and follows up at the moment they’re able to move.

Target
Owners in your chosen industries

Meta video and image ads to decision makers chosen with 3rd party B2B data, built around a risk their industry recognises.

Offer
A cover review, not a quote

A focused landing page offering a review of their current cover before renewal. It positions you as an adviser, not the lowest number.

Qualify
Industry, size and renewal month

Three questions on the form tell your team who to call today and who to diarise for later.

Nurture
Follow-up timed to renewal

The CRM triggers email and SMS follow-up in the weeks before each contact’s renewal date, so you’re the first call when it matters.

Who decides on cover

The roles you need to be known by

In a small business, the owner decides. As businesses grow, insurance moves to finance and operations. We use 3rd party B2B data to target each role by job title and industry.

The renewal
Stay, review or switch: decided once a year
Decides

Owner-operators

Want to know they’re properly covered without spending days on it. Trust and responsiveness win over a slightly lower premium.

Manages it

Finance & risk managers

Own the renewal in larger businesses. They compare structure, premium and service, and want clear reporting.

Lives with claims

Operations, fleet & safety managers

Feel it when a claim goes badly. They push for a broker who handles claims well.

Refers

Accountants & finance brokers

See the client’s business up close and get asked “who do you use for insurance?” more often than you’d think.

“The team at ALVI+AD are helping us build relationships with key decision makers at architecture firms across Sydney for us to sell our products to. Performance has been exceptional.”

Ali, CMO, Devox

Transferable example · Devox

Decision-maker targeting for a business with no network

Devox, a new construction supplier, started with a consumer campaign. Plenty of leads came in, but deal values were small, conversion rates low and the customers weren’t serious. We switched to a B2B campaign targeting architects and luxury home builders, using 3rd party audience data and creative built around their problems. Within the first 3 months it was receiving 50+ qualified leads a month, at an average of $25 per enquiry on its new cladding campaign.

Insurance brokers face the same choice: chase low-value consumer-style leads, or go directly to the business decision makers who carry real premiums. We’d use the same targeting approach to reach owners and managers in your chosen industries.

Read the Devox case study →

Ad angles we’d test

Insurance creative that isn’t a stock photo of a handshake

Examples of the angles we’d research and test with your team, not past campaigns. Every ad goes through your compliance sign-off before it runs.

Your Insurance Brokerage
Sponsored

Builders: the head contractor wants your certificate of currency today. Can your broker turn it around?

Broker on site with a client · 4K · 9:16
Audience: trade & construction owners (3rd party data)
Angle: speed and responsiveness
Your Insurance Brokerage
Sponsored

Renewal coming up? Get your cover reviewed before you sign it again.

Review checklist walkthrough · 1:1 feed
Audience: owners & finance managers in chosen industries
Angle: a second opinion before renewal
Your Insurance Brokerage
Sponsored

Fleet managers: when a truck is off the road, who’s chasing your claim?

Claims story told by your team · 4K video
Audience: fleet & operations managers
Angle: claims handling over premium
FAQ

Insurance marketing FAQs

For brokers, underwriting agencies and insurers selling to businesses.

What does an insurance digital marketing agency do?

We find the business owners and managers you want as clients, research the risks and frustrations behind their insurance decisions, and run targeted ads, focused landing pages and CRM follow-up that turn them into booked reviews. Targeting uses 3rd party B2B data by industry and role, and we report on qualified enquiries and meetings rather than clicks.

How do insurance brokers get new business clients online?

Pick industries where your brokerage already has expertise, reach the decision makers in those industries directly, and offer a cover review rather than a quote. Then keep in touch until renewal. Generic “business insurance” search campaigns tend to attract price shoppers.

Should our insurance marketing be timed to renewals?

The follow-up should be. Ads can run year-round to build awareness and capture interest, but the CRM records each contact’s renewal month and triggers follow-up in the weeks before it, when they’re actually able to move.

Can insurers and underwriting agencies use this to reach brokers?

Yes. If you distribute through brokers, they’re your B2B audience. We can use 3rd party B2B data to target brokers and brokerage principals by role, with creative about your appetite, products and service, and landing pages that make it easy to get in touch with your business development team.

How do you keep insurance ads compliant?

Insurance ads are about products, so your licensee will usually want specific wording, such as a general advice warning or a prompt to read the PDS and TMD. We write that into the creative from the start, keep claims about cover, premiums and claims handling factual, and nothing runs until your compliance team has approved it.

Do you work with other financial businesses?

Yes. See our pages for financial services and planners and accountants, both of which often refer insurance clients.

Ready to Win Accounts Before They Renew?

Free 30-minute strategy session · No obligation