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.
Build a Video to Shorts Pipeline
One weekly recording becomes a longform episode and ten or more vertical shorts. Nine steps in Claude Code: transcription with word level timing, dead air removal, idea mining, the coherence gate, animated captions, the 85 point floor, thumbnails, and scheduling. Every prompt and every check.
Aug 24, 2026
GuideBuild Your Own AI Visibility Tracker
Your content performance is split across four places that do not talk to each other: AI citations in Bing, classic search in Google, classic search in Bing, and the visits that actually reach your site. The seven-stage build that pulls all four into one place you can decide from.
Aug 23, 2026
AnalysisIs ChatGPT Already Selling Insurance to Your Prospects?
Insurify's app inside ChatGPT compares car insurance and completes a purchase in-chat. ChatGPT-referred traffic grew 151% in six months. What that means for Medicare, ACA, and life agents, and what federal law still requires a license for.
Aug 23, 2026
AnalysisIs Pasting a Client's Info Into ChatGPT a HIPAA Violation?
OpenAI's own help center says only ChatGPT Enterprise or Edu accounts on a sales-managed contract carry a BAA. Cyberhaven's telemetry across 1.6 million employees found 8.6% had pasted company data into ChatGPT, and client data was one of the top categories. The mechanism, sourced live, and the fix.
Aug 22, 2026
AnalysisThe Sales Calls Your Agency Records and Never Reviews
CMS already makes you record and store every Medicare sales call for years. A 2026 national survey found only 8.29% of independent agencies use AI regularly and strategically, and 44% still train staff informally. What that review gap costs, and how to close it.
Aug 21, 2026
AnalysisWhy Your Agency's AI Receptionist Makes Callers Hang Up
A 2026 survey of 6,000 consumers found 31% would hang up the moment they reach AI, and disclosing a weak bot can cut conversion by more than 79.7%. Why the hang ups happen, what state disclosure laws now require, and how to build a receptionist callers stay on the line for.
Aug 20, 2026
ExplainerAnswer Engine Optimization for Medicare & Health Insurance Agencies
The vertical guide: the eligibility, timing, and plan-mechanics questions Medicare and ACA shoppers bring to AI assistants — and the HIPAA and tracking constraints that make citation work in this line different from every other. With our 1,286-site and 1,080-site studies.
Aug 19, 2026
ExplainerAnswer Engine Optimization for Life Insurance Agencies
How much do I need, will I qualify, who gets paid — the three question families that decide a life sale, almost none of which agency websites answer in public. Plus what we built on our own life site, including a coverage calculator an AI agent can call.
Aug 19, 2026
ExplainerAnswer Engine Optimization for Commercial Insurance Agencies
Gartner's March 2026 survey found 67% of B2B buyers prefer a rep-free experience and 45% used AI tools during a recent purchase. What that means for commercial lines: coverage-form pages, industry-specific pages, and the operational questions nobody publishes.
Aug 19, 2026
AnalysisYour GoHighLevel BAA Doesn't Make Your Funnel HIPAA Safe
GoHighLevel's $297/month HIPAA add-on covers what happens inside its own systems. It doesn't cover the Meta Pixel or GA4 tag you added to the funnel page yourself. Here's the actual boundary, sourced live, and what to do about it.
Aug 19, 2026
AnalysisWhy You Can't See Your AI Search Traffic
More prospects now ask ChatGPT and Perplexity instead of Googling — and nothing in your current tools shows whether those AI answers ever mention your agency. The three tools that tell you, explained in plain English, with the actual build we run on five sites.
Aug 19, 2026
AnalysisGoHighLevel Website vs. Custom-Built Site for an Insurance Agency
We integrate GHL deeply and still don't build public websites on it. The honest split — GHL for CRM and funnels, custom static for the site — with a factual comparison table and the page-speed stakes from our 1,080-site study.
Aug 18, 2026
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