Field notes · 6 guides
Property & Casualty
Growth playbooks for auto, home, and P&C agencies: winning clients online, cross-selling, and rounding out accounts.
P&C runs on a different economic model than the senior-market lines: thinner first-year commission, renewal income that compounds, and a household that gets more profitable every time you round the account. The guides here cover the channels that fill an auto or home pipeline — shared versus exclusive auto leads and what each costs per bound policy, Facebook campaigns built around a quoting funnel, and the search and review surfaces a buyer checks before calling — plus the cross-sell motion that turns one monoline policy into a multi-line household.
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- July 4, 2026
Shared vs Exclusive Auto Insurance Leads: A Cost-Per-Policy Breakdown
Shared vs exclusive auto insurance leads compared on cost per sold policy, contact and bind rates, and where each wins — so P&C agents pick what actually pays.
- July 11, 2026
P&C Insurance Marketing: A Channel-by-Channel Strategy Guide
P&C insurance marketing across 6 channels: referral partners, local SEO, reviews, retention, cross-sell, paid search — plus real costs and a 90-day plan.
- July 4, 2026
Cross-Selling and Account Rounding for P&C Agencies
How P&C agencies use cross-selling and account rounding to lift retention and lifetime value — the trigger points and marketing systems that make the ask.
- June 29, 2026
How Auto Insurance Agents Win Clients Online
How auto insurance agents get clients online: the three channels that produce quotes, the cost-per-bound-policy math, and the speed-to-lead rule behind it.
- June 29, 2026
How to Run Facebook Ads for Auto Insurance Agents
A step-by-step guide to Facebook ads for auto insurance agents: audience setup, offers that beat rate-shoppers, ad structure, and the math behind scaling.
- June 29, 2026
Home Insurance Marketing Budget: What to Spend, Where, and What It Should Return
What to budget for home insurance marketing, how to split it across channels, and how to price every dollar against a bound policy instead of a click.
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