Approved content your agents will actually post.
Insurance Agent Social Media Marketing: Approved Content, More Agents Posting
Brief every agent with approved key messages, review what they create before it goes live, keep a record of every approval, and see which agents' posts bring in enquiries. For insurers, takaful operators and agency leaders.
How can insurance agents market on social media and stay compliant?
Agents should only use advertisements their insurer or takaful operator has approved. Give them approved messages and a quick way to get their own posts approved, and most agents will post more, safely. Without that, three things happen.
Agents make their own ads anyway
Under Bank Negara Malaysia's disclosure rules, agents may only use advertisements their company has approved. Unreviewed posts put the agent and the company at risk.
Compliance drowns in screenshots
Drafts arrive on WhatsApp and email, approvals get lost, and nobody can show who approved what if a regulator asks.
No idea what's working
Hundreds of agents posting, and no way to see which posts bring in enquiries.
How insurers and takaful operators run agent marketing in ViaCRM
One workflow from head office to every agent, with compliance built in.
1
Brief agents with approved messages
Key messages, product themes, sample content, restricted words and claims, and what every post must show, such as the agent's registered name and the company they represent.
2
Review every post before it goes live
Agents upload drafts to ViaCRM. The AI checker flags banned words and sensitive claims first. Two-layer approval means a project manager (such as the agency leader) reviews first, then an approver (compliance) signs off, and every approval is timestamped.
3
See which agents bring in enquiries
Each agent gets a personal tracking link, so you can see whose posts bring in clicks. Instagram and TikTok results update automatically each week.
4
Recognise the agents who post
Share results with agency leaders and recognise active agents. Rewards can be paid through ViaCRM, subject to your compliance team's approval.
How to get more insurance agents posting (without compliance headaches)
Most agents want to post. They hold back because they're not sure what's allowed.
Approved messages to start from
A brief with approved key messages and sample content. Want agents to re-share your official posts in one tap too? We can switch that on as an add-on.
Fast, clear approvals
Agents know their draft will be reviewed quickly and exactly what to fix. Compliance gets one place to review instead of a dozen chats.
Recognition that counts
Agency leaders can see who's posting and what's working. Rewards are paid through ViaCRM if your compliance team approves them.
Read: content approval for property agents, insurance agents and dealers →
Built for insurers, takaful operators and agency leaders
Insurers and takaful operators
Give your agency force approved messages, review what agents create, and keep a timestamped record of every approval.
Agency leaders
Get your whole team posting, see who's active and whose posts bring in enquiries, and keep everyone within the rules.
Agents
Post with confidence: approved messages to start from, fast approvals, and a clear answer on what you can say.
Agent content that builds trust, approved before it's posted
How much does insurance agent marketing software cost?
Each agent counts as one active influencer in your plan, and every plan has unlimited users, including your compliance team. Growth covers up to 150 agents a month at USD 279 per brand a month. For larger agency forces, Enterprise is priced around your team.
Free guides for insurance marketing and compliance teams
Insurance Agent Marketing: Frequently Asked Questions
Get your agency force posting, safely
Tell us about your agents and your approval process, and we'll show you how to brief, review and record every post.
