How to Setup Your First Insurance Agency Facebook Ad

Written by John F. Carroll on . Posted in Lead Generation, Social Media

insurance-facebook-adThinking about trying Facebook ads?

You’re in the right place.

Facebook has many ad types and there are countless strategies, ideas, and tips you could implement but that’s not what this article is about.

This is a quick tutorial for setting up the easiest, quickest, and one of the the most successful Facebook ads an insurance agency could run in under 10 minutes.

You don’t have to worry about writing any fancy headlines or clever ad copy and it displays within the news feed (as opposed to the right column) so people are much more likely to see it.

It’s called a Sponsored Story, and it looks like this:


An ad like this shows to friends of people who already like your agency’s FB page and it encourages them to follow it too.

Since people see their friend already likes your agency, there’s instant social proof.

It’s not going to get you 100 new Facebook fans this week or make the phone ring like crazy, but you could certainly catch someone currently shopping for insurance and if they see an endorsement from their friend it could generate a call.

If nothing else, it should generate more likes for your page and we can set it up in 10 minutes.

Give it a shot. I’ve made it super easy with steps below and you can set your own budget. Spend a dollar or two a day for the next week and see what happens.

Here’s the steps for setting up a Sponsored Story Facebook Ad for your insurance agency: 

Step 1 – Log into Facebook

Use an account with administrative rights over your insurance agency’s Facebook page.

Step 2 – Click the Create Ad Link

From the main Facebook screen, click the link on the left margin that says, “Create Ad”.

(Things on Facebook are always changing so you might just need to find another link that says, “Create an Ad” somewhere else)


Step 3 – Choose Your Agency’s Facebook page.



Step 4 – Remove Facebook’s Suggested Ad Type

Click the Remove link to get rid of Facebook’s suggestion that you create a custom written ad for the right column.

(You could make one of these if you want but they have low conversion levels since nobody looks at the right column ads anymore.)


Step 5 – Activate the Sponsored Stories Ads

Click the checkmarks for “People liking your page” and “People checking-in to your location”.

(If you don’t have the “check-in” option it’s probably because you didn’t setup your FB page as a local business. You can change that later)



Step 6: Decide Who’s Going to See the Ad

The Audience Number in the top right corner will adjust as you limit the potential people who could see this ad.

Although I’m usually a big proponent of targeted advertising, for this particular type of ad it’s not too important so try to keep your audience number as high as possible without showing ads to people who can’t buy from you.

Here’s a few of the most important points:

  • Location: DON’T SKIP THIS ONE. I like to use zip codes because you can be a lot more targeted but you could also go with a city and radius.And just because you can sell to the whole state doesn’t mean it’s the best way to spend your money here.
  • Age: At least pick a minimum age so you’re not paying for 14 year olds to see your ad. You may consider a max age too if it’s relevant to your offerings.
  • Broad Categories and Advanced Targeting Options: I’d probably avoid using these for a Sponsored Story ad like we’re running here, but I would suggest checking out the different options to get you thinking of ways to run creative ads targeted at very specific markets.


Step 7: Establish your Budget

This is pretty self explanatory. Even just a couple bucks a day can get you started and you can always raise or lower your daily budget so I wouldn’t recommend going overboard here.



Step 8 – Finish and pay.

At the end you’ll click “Review Ad” which should show you all the settings you established. If you approve everything then click “Place Order” and enter your credit card information.

I didn’t include pictures because I’m pretty sure  you’ll be able to get through the rest on your own.

That’s pretty much it!


Would you do me a favor?

If you follow these steps to setup your first Facebook ad (or plan to) would you click the “Like” button so I know you like tutorials like this?


If you have success (or failure) with your first Facebook Ad experience please let me know about it in the comments below.


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John F. Carroll

John F. Carroll is the founder and CEO of InsuranceSplash. For years, John has consulted insurance agencies with internet marketing and sales strategy and he is dedicated to making insurance marketing easy and effective for all insurance agents. If you're an agent, connect with John on LinkedIn, he wants to connect with you!

Comments (4)

  • dd


    Hi John…our agency doesn’t have FACEBOOK…but i just love this idea..can one just set up facebook for their business to do ads?


    • John F. Carroll


      Hi DD. I don’t see why not, although I’d probably recommend taking a few minutes to setup a basic profile with your location, phone number, and a few pictures. If you really don’t want to have a facebook presence you can setup ads sending traffic directly to your website, but you couldn’t do this type of ad (it requires fans already) and the ads sending traffic away from FB are expensive and not very effective. I can’t say I’d recommend spending money on FB unless you have some kind of presence there to be honest. It doesn’t have to be hard though… check out this article:


  • Raúl


    Hi! Thank you so much for this information it was really helpful I want to know more about this ads and how to impact more on these social media, in only using Facebook and want to know how to attract more prospects to my insurance agency using social media and cheap

    How do I change for the right option.. U said something about must be local business and I don’t remember how I did it

    Thank you

    FB: Certeza Asesores Seguros

    Thank you so much

    Could u do me a favor and get into my page to take a look?

    Thank you!


    • John F. Carroll


      Hi Raul. While logged in as an admin on your FB page click the menu option near the top that reads, “Edit Page” and below that you’re going to choose “Update Page Info”. From there you click the “Edit” link in the “Category” section. Then choose “Local Business” and then probably “Bank/Financial Services”. (unless you see something else there that fits better.) Hope that helps and makes sense. -John


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