The Playbook
The Playbook: AEO, AI, and compliance for insurance agencies.
Build guides, explainers, analysis, and original research for insurance agencies. Every post is anchored to named data and written to be cited by AI engines. The badge on each card tells you which kind it is, and every build guide is collected on one page.
Your Website Checkbox Does Not Meet the TCPA Consent Rule
A stock quote-form checkbox is probably not valid TCPA consent. The FCC's one-to-one fix was vacated in 2025, Farmers paid $2.875 million over one agency's texts, and a new revocation rule starts November 25, 2026.
Nov 10, 2026
Your Website's Testimonials Might Already Be a Violation
A testimonial on your site answers to three rules at once: the FTC's Endorsement Guides, its 2024 reviews rule, and your state's own testimonial regulation. Violations run up to $53,088, sourced live from 16 CFR and California's insurance code.
Nov 9, 2026
ExplainerYour Quote Form Might Already Be a HIPAA Violation
A HIPAA compliant website is not a hosting badge, it is a signed BAA, specific Security Rule safeguards, and a breach plan. Penalties run $145 to $73,011 per violation, capped near $2.19 million a year. Sourced live from 45 CFR.
Nov 8, 2026
ExplainerYour Website Can Break a Health Data Law You've Never Read
Washington and Nevada both regulate consumer health data based on your visitor's state, not your agency's. Washington allows treble damages up to $25,000 a case; Nevada fines up to $15,000 a violation. Sourced live from both statutes.
Nov 7, 2026
AnalysisYour Website Gets Traffic. The Phone Doesn't Ring.
Nearly half of US visits are mobile, StatCounter reports, and 97% of consumers read reviews before calling, BrightLocal found. The six usual causes behind a site that ranks fine and still never rings, and a twenty minute checklist to find yours.
Nov 5, 2026
ExplainerOne Robots.txt Line Could Soon Speak for Every AI Company
Google proposed a shared AI training signal for robots.txt on October 30, built on an IETF draft multiple companies can read the same way. What already works today, and the mistake that silently costs an agency its AI citations.
Nov 4, 2026
ExplainerADA Compliant Website: The Insurance Agency Checklist
There's no federal regulation defining an ADA compliant website for a private business, DOJ's own guidance says so. The WCAG 2.1 AA checklist that holds up anyway, mapped to a quote form, a rate PDF, and a testimonial video.
Nov 2, 2026
AnalysisInsurance Agency Landing Pages That Turn Clicks Into Calls
Insurance landing pages convert at 2.5% against a 7.5% all industry average, PPC Chief's 2026 benchmark shows. The anatomy of a page built to be called, not browsed, and what it costs when yours isn't.
Nov 1, 2026
ExplainerInsurance Agency Logo: What a Mismatched Brand Costs
Clients judge your logo before reading a word, in under a tenth of a second by Google's own research. What a mismatched name actually risks with your state insurance department, what a logo costs, and how to fix both.
Oct 30, 2026
AnalysisHealth Insurance Agent Website Not Ready for Enrollment
Open Enrollment for 2027 ACA coverage starts November 1. The dates, the subsidy math after the enhanced tax credits expired, and the compliance basics most agent websites still get wrong, sourced live from CMS and KFF.
Oct 29, 2026
ExplainerDigital Marketing for Insurance Agents: The Budget Leak
Agents pay for ads, SEO, and social media, then send that traffic to a slow, generic website. Where the budget actually leaks across every channel, and what a conversion ready website needs before you spend another dollar.
Oct 28, 2026
AnalysisInsurance Broker Website: One Page Can't Sell Five Lines
A single services page can't sell auto, home, life, and commercial insurance at once. The page architecture, the carriers page, and the forms a multi line broker site actually needs, with the agent-versus-broker distinction most sites get wrong.
Oct 27, 2026
Start here
See if AI engines can cite your agency
A live AEO Audit plus a HIPAA tracking scan of your site, in under a minute.
Run a free Audit