Insurance Brokerage Marketing Budget Estimator

If you own an insurance brokerage, effective marketing is key to capturing clients in a competitive market. Answer a few simple questions below to receive a tailored estimate of your ideal monthly marketing budget. We hope you find this tool insightful!

Good news for you, we have a lot of marketing resources for brokers

1. What is your insurance brokerage’s location type?

Suburban or low-competition area Major metropolitan or high-competition area

Highly competitive urban markets typically demand more robust marketing efforts and higher budgets to capture clientele.

2. Do you have a website with an online quoting system or client portal?

No Yes

An online portal typically requires continuous SEO, maintenance, and targeted ads to generate quality leads.

3. What type of content do you plan to prioritize?

High-quality explainer videos Client testimonials Expert interviews Insurance claim tutorials Promotional offers

Professionally produced content such as explainer videos or expert interviews typically incur higher production costs.

4. On how many social networks do you want to post?

2

Popular platforms for insurance brokers include LinkedIn, Facebook, Twitter, and occasionally YouTube. The more platforms you manage, the more resources you’ll need.

5. Are you planning to hire a dedicated social media manager?

Yes No

Running a brokerage can be demanding. A dedicated social media manager enhances your online presence at an extra cost.

6. What is your brokerage’s market positioning?

High-end / premium (specialized policies) Mid-range (balanced coverage & competitive rates) Budget-friendly / mass market Boutique / specialized broker

Premium brokers often require a more refined branding strategy, whereas mass-market brokers can allocate less to upscale visuals.

7. How intensively do you plan to invest in paid advertising?

5

A higher level means more spending on Google Ads, LinkedIn Ads, Facebook Ads, etc.

8. Do you target corporate clients or large institutions (B2B)?

No Yes

B2B marketing often involves additional outreach efforts, networking, and sometimes specialized campaigns.

9. How frequently do you run special offers or limited-time campaigns?

Occasionally Regularly

Running frequent campaigns typically means higher spending on promoting your special offers.

10. Do you plan to collaborate with industry influencers or financial advisors?

No Yes

Collaborations with trusted industry experts can boost credibility but require dedicated budgets.

11. What is your approximate monthly revenue? ($) Many businesses allocate 5%–10% of revenue for marketing. We'll use 7% as a baseline and adjust based on your responses.

12. Have you checked our marketing pack for insurance brokers?

No Yes

Our marketing pack provides targeted strategies, helping you allocate your budget effectively and drive profitable growth for your brokerage.

Calculate My Budget