Insurance · Marketing

Samso Industry Demo · Updated May 2026

Marketing for Insurance

P&C marketing is broker enablement, agency-tier content, appetite guides, and the submission-driving content engine - not paid-social funnels. This is what Samso runs for the head of marketing at a $310M specialty carrier with 280+ independent agencies across 5 states and 4 lines of business.

Function KPIs · how the marketing org reads its own week

Broker submissions / month

1,640

+18% LTMTier-A national + Tier-B regional + Tier-C wholesale

Bound premium / month

$26M

+12% LTMSubmission → bound conversion lift

Submission → quote

64%

vs 70% targetTier-B/C broker engagement lagging on appetite fit

Tier-A agency pipeline

$48M

32 agencies in roll-outPremium-bound coverage on top-of-funnel

Monthly broker submissions by agency tier - last 12 months with bound premium overlay

MONTHLY · SUBMISSIONS / MO · BY AGENCY TIER · $M BOUND PREMIUM OVERLAY · MAR 2026 LAST ACTUAL · APR–MAY 2026 FORECAST

04138251.2K1.7KSUBMISSIONS / MO272421BOUND · $MACTUALFORECASTJUNJULAUGSEPOCTNOVDECJANFEBMARAPRMAY

Agency channels

Tier-A national / regional brokersTier-B independent agencies (280+ active)Tier-C wholesale / MGA / E&S

Twelve services · sized to insurance

Each tile is what Samso runs in this function for a insurance org.

01 · Service

Blog Post Generation in Brand Voice

Loss-prevention guides, market commentary, and appetite-trend posts drafted in brand voice - written for risk managers and producers, not consumers.

Posts / mo

10

Producer time on page

4:48

Blog → submission

9%

02 · Service

Newsletter & Daily Brief Pipelines

Monthly producer newsletter and quarterly underwriter market brief - sent to 4,800 brokers, agency principals, and risk managers across the footprint.

Subscribers

4.8K

Open rate

42%

Cadence

Mo + Qtr

03 · Service

LinkedIn Content Engine

Per-LOB LinkedIn calendar tuned to producers and risk managers - 3 posts a week, ghostwritten for the CUO and head of distribution.

LOBs covered

4

Posts / wk

12

Inbound replies

84/mo

04 · Service

Cold Outreach Sequences

ABM sequences for top-100 target agencies - 6 touches across email, LinkedIn, and direct mail with appetite guides and producer-specific case studies.

Sequences live

6

Reply rate

11%

05 · Service

SEO Content Briefs

Long-tail SEO briefs for class-of-business queries (commercial auto for fleets, WC for trades, E&O for advisors) - each with intent map and submission CTAs.

Briefs / mo

12

Top-3 SERP

18

06 · Service

Case Study Production

Anonymized loss-prevention wins, claims-handling stories, and creative-binding wins packaged for broker enablement and renewal-defense conversations.

Case studies

16

Renewal attach rate

72%

07 · Service

Ad Copy Variant Generation

Trade-pub display + Google search ad variants by class of business and footprint state - written to producer language, tested across the 4 LOBs.

Variants / qtr

42

CTR

2.2%

08 · Service

Landing Page Copy & Wireframes

Per-LOB and per-class landing pages - wireframe + appetite-driven copy + submission-portal CTAs tuned to broker traffic and risk-manager research.

Pages / qtr

9

Avg conv. rate

7.2%

09 · Service

Press Releases & Media Pitches

New-product launches, A.M. Best affirmations, and leadership hires drafted to AP style - pitched to trade press (Insurance Journal, PropertyCasualty360, Carrier Mgmt).

Releases / qtr

4

Pickups / qtr

22

10 · Service

Competitive Intelligence Briefs

Monthly briefs on the 8 in-segment carriers - appetite shifts, rate filings, capacity moves, and broker-share changes synthesized from public + field intel.

Carriers tracked

8

Cadence

Monthly

11 · Service

Podcast & Video Repurposing

Underwriter office-hours and broker-roundtable recordings cut into LinkedIn clips, blog posts, and producer-training teasers - class-tagged for ABM.

Source episodes

8

Derivatives / source

7

12 · Service

Lead Magnet Creation

Appetite guides, class-of-business cheat sheets, sample submission packets, and loss-control checklists - gated assets the producer team uses to surface submissions.

Magnets live

18

Downloads / mo

260

What you get · every week & every month

Concrete deliverables, not just dashboards.

Deliverable

Weekly content slate

Every Monday: 28 pieces queued (appetite guides, LinkedIn, newsletter, broker enablement) with channel assignment, owner, and LOB tag.

Deliverable

Monthly submission + bound attribution

Submission-to-quote-to-bound themed by agency tier, LOB, and content source - plus pipeline created attributed to ABM and broker-event motion.

Deliverable

Quarterly competitive + market commentary

8-carrier brief + segment view (rate filings, capacity, broker share) used by distribution and exec presentations - refreshed every 90 days.

Deliverable

Always-on appetite + case-study library

16 anonymized wins + 12 appetite guides kept current - class-tagged and pulled automatically into producer-enablement and submission-response workflows.

Insurance · Marketing

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