Home / The work / Local presence and lead flow

Be easy to find. Be easy to reach.

Accurate listings, a clear website, and a simple path from an inquiry to a quote request. Then fast follow-up by a real person at your firm. Most of this builds slowly and keeps working.

SEO and AI search

SEO means getting your pages found in search without paying for each click. It now also means being clear enough that AI search tools describe you correctly. It is a slow build.

Tactics.

• Pages for the kinds of insurance you offer and the places you serve.
• Fixes that help search engines read your site.
• Clear facts, so AI search tools describe you correctly.
• Reporting on visits that come from search.

What I do for an insurer. I start with the pages that should exist. I avoid broad words that bring the wrong people. I do not promise rankings or a spot in any AI answer.

What this is for. Being found without paying for every visit, over time.

Listings and reviews

Listings are your name, address, hours and services on Google Maps, Apple Maps, Bing and similar sites. If they are wrong, people find someone else.

Tactics.

• One master listing, shared to many directories.
• Clean-up of duplicate or wrong listings.
• Hours, service areas, photos and more than one office.
• Watching reviews, and replying from one place if you want to.

What I do for an insurer. I check your listings on the free call. If we go ahead, I make them match your firm. Replies to reviews stay in your voice and inside what you are allowed to say. I ask for honest reviews from every client, not only the happy ones, and I never invent reviews.

What this is for. Fewer dead ends, and a clean path from a map to an inquiry.

Websites and landing pages

Your website should be clear, quick on a phone, and easy to contact you from. A landing page is one simple page that matches one ad.

Tactics.

• A mobile-friendly site, with writing help and updates.
• One landing page for each main ad.
• Forms, tap-to-call and call tracking.
• Security basics, like a secure (https) connection.
• Tracking where visits and inquiries come from.

What I do for an insurer. Before spending on ads, I check that your site is ready. Each ad gets a page that says the same thing as the ad. I make sure inquiries reach someone at your firm. This does not replace your quoting or policy systems.

What this is for. Fewer wasted clicks, and an easy way to ask for a quote.

Social posts

This is regular, unpaid posting — not ads. It supports referrals and community presence. It does not replace them.

Tactics.

• Setting up business pages where needed.
• A simple plan, with every post sent to you for approval.
• Replies to comments, when it makes sense.
• An occasional small paid boost for a post that is doing well.

What I do for an insurer. I will not post just to fill a calendar. Posts stay inside the facts on your website. A careful reply is sometimes needed. A public argument almost never is.

What this is for. A steady, trusted presence for people not shopping yet.

Email

Email works best with people who already reached out, already work with you, or asked to hear from you.

Tactics.

• Follow-up email for people who already inquired.
• Messages to existing customers, like renewal reminders.
• Writing, timing and sending.
• Reporting on opens, clicks and later inquiries.

What I do for an insurer. Every send has to follow the consent rules that apply to you, like Canada’s anti-spam law (CASL). I prefer emailing people who already have a reason to hear from you. Cold lists stay optional, and only if they are allowed for your firm.

What this is for. Staying in touch until renewal or a life change.

Chat

Chat is a small box on your site where visitors can leave a quick note. It takes a name and passes the person to someone at your firm.

Tactics.

• Chat on your site, including after hours.
• A few simple questions, and a written record of the chat.
• Optional text-to-chat or call connect.

What I do for an insurer. I set the opening questions and where a finished chat goes. Chat on your site can greet people, collect details and pass them on. It never answers insurance questions, gives prices, talks about coverage or sells a policy. Those go to a licensed person.

What this is for. Fewer silent visits, and a clean hand-off to a person.

Follow-up and call tracking

Ads only help if someone picks up what comes in. LocaliQ’s lead tool, Dash, keeps calls, forms, chats and texts in one place.

Tactics.

• Alerts when a new inquiry comes in.
• Call tracking, so you know which ad brought the call.
• Short written summaries of calls. Any recording follows the consent rules that apply to you.
• Text and email follow-up, when you are allowed to use them.
• Optional assistants that can pick up calls or texts, ask a few simple questions and book a time — only to greet, collect and pass on.

What I do for an insurer. I help you set who gets alerted and what good follow-up looks like. If we turn on an assistant, it never answers insurance questions, gives prices or talks about coverage. It hands those to a licensed person. For firms that work through agents and brokers, inquiries go to them. I do not promise how fast anyone will reply.

What this is for. Fewer missed inquiries, and a quicker path from a quote request to a real conversation.