CX Digital provides digital marketing for insurance agents and agencies in the United States, across life, health and P&C. We run your paid advertising, SEO, website, social media, content and CRM follow-up in your own accounts, so quote requests come to your agency and the data stays yours.
A member of our team will reach out within one business day to book your call.
Most online inquiries go quiet because nobody replied in the first few minutes.
Campaigns that aren’t tracked to policies written keep spending on what doesn’t convert.
Forms and follow-up without clear consent wording put your agency at risk.
We run the campaigns for your agency, in your own accounts, so every prospect is fresh, consented, and yours, and interested prospects book themselves straight onto your agents’ calendars.
Six services, run by one team and reported in one place. Take one or all of them.
Insurance is now a restricted category on Meta, and it is regulated state by state. Both shape how campaigns are built.
Since January 2025, insurance ads shown to US audiences have to be declared under Meta’s special ad category for financial products and services. Targeting by age, gender or ZIP code is not available and location targeting has to cover a radius of at least 15 miles, so qualifying is done with the creative and the form, not the audience settings.
Google applies its own policies to financial and health-related advertising, and some insurance categories need extra steps before ads can run. We check which apply to your products before launch.
Insurance agents are licensed state by state. Campaigns, forms and booking pages are limited to the states where you tell us you are licensed, so a prospect is only routed to an agent who can write in their state.
State insurance departments set rules against deceptive insurance advertising, and carriers commonly have their own rules for adverts that use their name or logo. You tell us what your carriers and states require, and we build to it.
Forms capture consent before any text follow-up, opt-outs are honored and consent records are kept in your CRM. Budgets and results are reported in USD.
This is general information about advertising rules, not legal advice. Platform policies and regulations change, and your business remains responsible for its own licensing and compliance. We build to the requirements you and your compliance contact give us.
Products, states, licensing, hours, and the prospects you want.
Consent-based campaigns go live in your ad accounts.
Instant replies and self-booking put interested prospects on your agents’ calendars.
We tighten targeting on what closes and scale the winners.
Guides on insurance marketing, follow-up, and compliance.
Insurance MarketingCommercial Insurance Marketing in 2026: A Guide for Brokers Building a Book of Business
CRM, Automation & Follow-UpA2P 10DLC for Insurance, Real Estate & Mortgage: 2026 Guide
CRM, Automation & Follow-UpAI Voice Agents for Real Estate and Insurance Agencies: A 2026 Guide to Missed-Call RecoveryBook a free 30-minute call. We’ll review your current setup and show you exactly what we’d run for your business. No commitment.
A member of our team will reach out within one business day to book your call.
