Facebook Ads For Insurance Agents

Facebook and Instagram campaigns that turn life, final expense and annuity prospects into booked appointments. Built by a team with 20+ years of Meta media buying, designed for the financial-services ad category, and paired with AI follow-up that contacts every lead in minutes.

Financial advisor or RIA? See lead generation for financial advisors →

Facebook Ads For Insurance Agents

Facebook and Instagram campaigns that turn life, final expense and annuity prospects into booked appointments. Built by a team with 20+ years of Meta media buying, designed for the financial-services ad category, and paired with AI follow-up that contacts every lead in minutes.

Financial advisor or RIA? See lead generation for financial advisors →

Financial Advisors
Wealth Managers
RIAs
Insurance Agents
Annuity Planners
Legacy Planning
Paid Social
Lead Generation
Seminar Marketing
SEO
Digital Advertising
Website Design
Digital Marketing
Strategy Consulting
Analytics & Reporting
Marketing Automation
CTV Advertising
Email Marketing
AI Marketing
SEO

THE PROBLEM

Why most insurance Facebook ads fail

Boosted Posts And Guesswork

Boosting posts or running generic campaigns burns budget on clicks from people who will never buy a policy.

Junk Lead Form Submissions

Easy one-tap lead forms bring in volume, but many leads never answer, give fake info, or do not qualify.

Ad Rejections And Restrictions

Meta limits targeting for financial products and rejects ads that break its rules, which stalls campaigns built by generalists.

Creative That Burns Out

Ads that worked last month stop working fast. Without constant testing, your cost per lead climbs.

Facebook ads that pay for themselves

Return on ad spend for an insurance & annuity brokerage: 742 leads at $18 each, $78,668 in revenue.
6 x
Return on ad spend for a financial advisory firm: $2,209 in ad spend turned into $48,983 in revenue.
22 x

WHY CONVERTSOURCE

Meta expertise built for insurance

Insurance on Facebook has its own rules. We know them, and we build every campaign around them.

20+ Years Buying Meta Media

Your campaigns are run by a strategist who has managed nine figures in ad spend, not a junior account manager.

Built For Meta Ad Rules

Campaigns are set up for the financial-services special ad category from day one, so they launch and stay live.

Lead Forms That Filter

Qualifying questions, higher-intent form settings and conversion data sent back to Meta, so the algorithm finds more real buyers.

professional woman and a man discussing digital marketing strategies

JOIN THE CONVERSATION

Connect with our agency

Join our creative community to collaborate, innovate, and thrive together. We welcome passionate individuals eager to make an upgrade to their business.

Follow On Twitter

@ConvertSource

Follow On Facebook

ConvertSource

Follow On Instagram

@ConvertSource

COMMON QUESTIONS

What insurance agents ask about Facebook ads

Straight answers about running Facebook and Instagram ads for insurance.

01

What Ad Budget Do I Need?

It depends on your product and market. We will recommend a starting budget on your strategy call based on your goals.

02

Lead Forms Or Landing Pages?

We test both. Meta lead forms often produce lower cost per lead, and smart qualifying questions keep quality high.

03

Will My Ads Get Rejected?

We build within Meta financial-services policies and state insurance rules, and we work with your compliance team for approval.

04

How Fast Will We See Leads?

Most campaigns produce leads within the first few days after launch, then improve as Meta learns and we optimize.

INSIGHTS

Facebook ads insights for insurance agents

Strategies for insurance agents and brokerages who want a predictable flow of qualified appointments.

Posted on Google Google
Chris Domin profile picture
Chris Domin
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
The best marketing agency in Gibsonia. The Convert Source team has in depth knowledge on how to rank websites with SEO and gave me results with Google PPC in only a few days. Thank you!
Posted on Google Google
John LaPerch profile picture
John LaPerch
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I recently used ConvertSource for my digital marketing needs and was thoroughly impressed. Their innovative approach truly stands out in the crowded digital marketing space. The team's expertise in leveraging the latest trends, like TikTok ads and Instagram scheduling, has significantly boosted our online presence. They are not just a service provider but a partner in strategizing and executing effective marketing solutions. Their articles on ChatGPT and SEO optimization were insightful and added value. Highly recommend ConvertSource for anyone looking for results-driven digital marketing strategies
Posted on Google Google
Andrew Burkey profile picture
Andrew Burkey
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Exceptional service! ConvertSource exceeded my expectations with their professionalism and expertise. They not only understood my project but delivered it ahead of schedule with outstanding quality. I highly recommend them for anyone seeking top-notch services.
Posted on Google Google
Vicki K. profile picture
Vicki K.
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I have worked with ConvertSource for several years, and I would highly recommend them. They are professional, respectful of your time, and very effective in what they do. I saw results and will continue to work with this incredible company! You should check them out!
Posted on Google Google
Max Schonberger profile picture
Max Schonberger
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Love working with ConvertSource, they really are experts at what they do. 100% recommend.