Finance & insurance
Digital marketing for finance and insurance firms
Nobody enjoys buying insurance or a loan. People put it off, then need it by Friday. They compare quotes, worry about the small print and choose the firm that explained things plainly. Regulators read your marketing too.
How people choose an insurer, a lender or an adviser
Insurance runs on deadlines: a new car, a new home, a renewal letter, a visa application that requires travel cover. Searches are specific and urgent, like “assurance auto tous risques prix” or “Schengen visa travel insurance”. The firm that sends a clear quote first often wins.
Loans and mortgages follow life events and property purchases. The borrower wants to know how much, at what total cost, and how long approval takes. Investment and wealth advice takes the longest: trust built over many contacts, often after a referral.
Many clients ask whether a product follows Islamic finance principles. If you offer such products, say so plainly on the page and explain how they work.
What we set up for a finance or insurance firm
Product pages in plain language
What it covers or costs, who it suits, what is excluded and how to apply. Reviewed by your compliance team before anything goes live.
Calculators with honest assumptions
Loan, savings or premium estimates that state their assumptions and show the legal mentions next to the result.
Quote requests that qualify
A quote form that saves contact details first, then asks the product, the situation and the deadline. No documents or account numbers at this stage.
Adviser follow-up
Each request goes into the CRM, assigned to the next adviser, with a call the same day and a reminder before the quote expires.
Renewals and the next product
Renewal reminders and relevant offers by email to clients who agreed to receive them.
How campaigns get approved before launch
List the rules
With your compliance team, we list what applies to each product and each country.
Build templates
Ads, pages and emails start from approved templates with the mandatory mentions already in place.
Review every new piece
Each new ad or page goes through your compliance review, and the approval is kept on file.
Clear the platforms
Verification and category declarations are done on Google and Meta before any budget is spent, so Google Ads and social campaigns are not paused mid-launch.
What we measure for finance and insurance
Qualified quote requests
By product and by source, with incomplete or out-of-area requests set apart.
Quote to policy, application to approval
The share that turns into signed business, per adviser.
Revenue or commission by source
What each campaign brought in once the contract was signed.
Renewal rate
Clients who renew, and the reminders that came before.
Time to first contact
How long a quote request waits for an adviser.
Traps in financial marketing
- Promising a return, a rate or “guaranteed approval”
- Collecting ID documents or bank details through an ordinary web form
- Ads paused on launch day because platform verification was never done
- Leads bought from comparison sites without checking how consent was collected
- Retargeting people on debt or financial hardship, which platform policies restrict
Frequently asked questions
Can insurance brokers advertise on Facebook and Google?
Yes, within your country’s financial promotion rules and each platform’s financial services policy. Some countries require verification before ads can run. We handle the platform side of Google and Facebook and Instagram ads, and work from your compliance team’s rules for the content.
Are calculators worth building?
Often, yes. A simple, honest calculator answers the first question people have and gives a reason to leave contact details for an exact quote. Its assumptions must be visible, and the result must never read like an offer.
How do you handle sensitive financial data?
Forms ask only what a first contact needs. Documents and account details are collected later through your own secure process. Ad platforms never receive financial details.
How long does it take to see new clients?
Insurance quotes can arrive within the first weeks. Loans follow property and life events. Advisory clients take months. We report quote requests weekly and signed business monthly.
Do you write content on financial topics?
Yes. Content that answers what clients actually ask, reviewed by your experts and your compliance team. Clear, accurate guides on how a product works can rank in search and be quoted by AI assistants.
Last updated · By the Napexy team
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