Your clients research you online before they ever call — and for insurance, trust is everything. This is the 5-step system to make sure that when someone looks up "a life insurance agent near me" or "Medicare help in [city]," you're the name that shows up: Claim, Name, Optimize, Connect, Automate.
1. Claim
Claim your Google Business Profile at google.com/business and verify it. Tie it to a real physical address — never an entire state. This is the single most important thing you can do for your business. For the full walkthrough, see How Insurance Agents Get Found on Google and AI.
2. Name
Same name, same handle, same photo everywhere. Add your field so searches connect — for example, SamMehrbodInsurance or SamMehrbodMedicare. Put your first name, last name, and city in every name field.
3. Optimize
Complete every profile: a bio that says exactly who you help (life, health, Medicare, final expense, annuities), the right category, real photos, and reviews. Run the Bio Coach to see what to fix on each platform.
4. Connect
Import your book of business and your sphere into each platform and follow them. A profile no one follows barely gets shown. Aim for at least 200 connections on each.
5. Automate
Connect your accounts to your Content Calendar so roomvu posts for you automatically — including to Google. Add a Face Message so the content carries your face and voice; it can lift engagement as much as 8x and keeps AI from dismissing your posts as generic.
Do these five and you stop being the agent no one can find, and become the one your city's searches point to.