Finance and Insurance - BrandMuscle

Finance and Insurance

Working in the insurance and financial services industry means navigating a dizzyingly complex matrix of rules, regulations, and legal intricacies. Throw brand compliance into the mix, and the need for a solid local marketing plan grows urgent.

With eight out of 10 agents citing lead generation as their biggest hurdle, you need to take action. We design tools and technology flexible enough that each individual agent can better serve their customers while protecting your brand name.

Leading Insurance and Finance Organizations Trust BrandMuscle


Legal compliant marketing materials

Marketing in a highly regulated industry demands that your marketing message is both brand and legal compliant.

We developed our integrated marketing suite with regulations and other complex approval rules in mind. Our tools enable corporate marketers to feel confident that their marketing execution will not only be highly effective, but also compliant.

Over half of the top 10 insurance carriers in the world, and several of the world’s largest banks, use our platform.

1:1 support models

All of the duties essential to running their business may not leave your agents time to learn marketing best practices.

Local partners need to feel comfortable that they’re making smart, effective marketing decisions.

Our platform makes marketing simple and effective through package marketing execution solutions.

Dedicated local marketing consultants help provide 1:1 training and support.

Measurable results

Financial services consumers make highly considered purchases, and only 10%-20% of the market might be actively shopping at any given time. This makes lead generation and measurement from marketing programs critical.

We provide detailed reporting at the corporate, agent, and branch levels. By measuring all lead sources including trackable phone numbers, lead forms, and quotes, we help you understand the right call to action and tie those actions to marketing activities.

Customer Success

Fortune 500 insurance company cuts through competition with integrated marketing

A top insurance company needed both a platform and a partner with proven experience operating within the complex matrix of the insurance industry. They needed branded marketing materials to support products, policies, and legal requirements available to 14,000 agents in all 50 states, while managing co-op funds and generating impactful results.

By working with BrandMuscle, agents were empowered with a one-stop-shop for accessing their co-op funds, executing compliant marketing campaigns, and obtaining personalized support to produce the most impactful results. By centralizing agent marketing into a seamless, easy-to-use platform, the corporate marketing team is empowered to make data-driven decisions using real-time reporting and dashboards based on site use, asset downloads, orders, ad trafficking, and co-op spend.

annual local agent media buys

co-op funds managed annually

growth in digital spend

spike in quote traffic

BrandMuscle Named a Leader in The Forrester Wave™: ​Through-Channel Marketing Automation, Q2 2020

Selecting the right through-channel marketing automation solution for your business is not an easy task. In this report, Forrester Research, a leading global research and advisory firm breaks down the capabilities that enable complex cross-channel engagement strategies. See how 13 of the most significant TCMA vendors were evaluated on criteria that matters most to marketers.

Our State of Local Marketing in Insurance Report reveals how local marketing programs help brands and agents obtain results that they couldn’t achieve on their own.

We help insurance brands understand their current local marketing competency, and how they can improve it, to deliver the greatest impact at both the corporate and agent levels across six dimensions and 15 competencies.
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