Marketing

Marketing in insurance

insurance marketing: distribution (agents, brokers, direct), trust and claims experience, price comparison, and retention in a low-engagement product.

3 Modules·13 Lessons

Insurance marketing operates under tighter constraints and longer feedback loops than most sectors: policies are sold before value is proven, regulators scrutinize every claim made in advertising, and customer lifetime value depends on renewal behavior that unfolds over years, not weeks. This block builds sector-specific fluency across three layers: applying core marketing frameworks to intangible, trust-dependent products; mastering the metrics insurers actually use to judge acquisition efficiency, funnel health and retention; and navigating the compliance regime that shapes what can be promised, to whom, and how. You will learn to read insurance marketing performance the way underwriters and CMOs do, and to spot campaigns that generate growth without creating regulatory or persistency risk.

What you'll master

  • Apply positioning, segmentation and messaging frameworks to intangible, trust-based insurance products and long consideration cycles
  • Calculate and interpret sector-specific metrics such as CAC by channel, policy LTV, quote-to-bind conversion, and renewal/lapse rates against industry benchmarks
  • Diagnose funnel drop-off points specific to insurance buying journeys (quote, underwriting, bind, onboarding) and propose targeted fixes
  • Run a pre-launch compliance check on an insurance marketing campaign, identifying fair-treatment, disclosure and mis-selling risks before it goes live

Key terms

Customer Acquisition Cost (CAC)Policy Lifetime Value (LTV)Quote-to-Bind Conversion RatePersistency/Lapse RateTreating Customers Fairly (TCF)Financial Promotions RulesCost-per-Lead (CPL)

Modules

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