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The Insurance Marketing Playbook
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The Insurance Marketing Playbook

Author: Shelby McFarland

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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.

46 Episodes
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Your social media feels quieter, your competitors are using AI, and “just post more” is not a strategy. So I pulled the top digital marketing questions people are asking AI in 2026 and answered them with the same advice I give in real sales consults and workshops. If you’ve been wondering whether social media is still worth it, how often to post, or why your engagement is dropping, you’ll leave with a clear plan that’s built for how people actually scroll and search now. We dig into what mat...
In this episode we talk through the messy truth of marketing attribution across social media, paid ads, Google search, billboards, referrals, and everything in between. I explain why the most honest “ROI tracking tool” is still asking every customer “How did you hear about me?” and why that answer is often fuzzy because people need a lot of touchpoints before they buy. If you’ve ever tried to connect a post or ad directly to revenue, you know the struggle. I also dig into funnels, CRMs, auto...
Confidence isn’t a vibe, it’s a skill you build under pressure. Shelby McFarland, known as The Marketing Broker, talks about how her “boss persona” started as a survival move when she was the youngest in the industry and slowly turned into real self-trust. We get honest about what changes when you stop performing success for other people and start believing your own value. We also dig into what most marketing advice ignores: your life season runs your business season. Shelby shares how becom...
Referrals can feel like luck until you hear how Hannah McDonald turns them into a repeatable system. We sit down and get honest about what business development really is: relationship marketing with clear goals, real follow-through, and enough patience to let trust compound. Hannah walks us through her career from radio sales to leadership in a remote sales org, then into insurance agency marketing and business development where her main job is simple and hard at the same time: show up, build...
“You’re just a busy mom” might be the most expensive sentence a woman can hear. Shelby McFarland sits down with registered dietitian Megan Green to talk about what happens when your body is waving red flags and no one is connecting the dots. Megan shares her own health spiral during COVID, the exhausting list of symptoms that were brushed off, and the moment deeper lab testing finally revealed an autoimmune disease and major nutrient deficiencies. We get into what functional nutrition looks ...
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