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.

Analysis

WordPress vs. Static Site for an Insurance Agency Website

In our 1,080-site PageSpeed study, 10 of the 12 agency sites scoring 99+ were static builds; only two ran WordPress, one behind NitroPack. When WordPress is genuinely fine, and when architecture is the ceiling.

Aug 18, 2026

Analysis

Why Your Insurance Agency's Calls Show Up as Spam Likely

Hiya's 2026 survey found 86% of calls from unknown numbers go unanswered. Here's how carrier analytics engines actually score your number, sourced live, and the fix.

Aug 18, 2026

Research

We Ran PageSpeed on 1,080 Insurance Agency Websites

Original research: the median agency site scores 61 on mobile, only 1.15% of substantive sites reach 99+ — and 10 of those 12 are static builds. Aggregate dataset published, CC0.

Aug 18, 2026

Research

We Scanned 1,286 Insurance Agency Websites for Tracking Pixels

Original research: 48.8% of health-topic agency sites with a lead form run client-side tracking, and 57 run a Meta Pixel. Aggregate dataset published, CC0, free to cite.

Aug 18, 2026

Analysis

Why Your Accessibility Widget Won't Stop an ADA Lawsuit

Digital accessibility lawsuits are on pace for 6,176 filings in 2026. UsableNet's own litigation data says overlay widgets have not proven to be a meaningful deterrent. Here is the actual mechanism, sourced live.

Aug 17, 2026

Analysis

What CMS's New Call Recording Rule Requires Before AEP

CMS cut Medicare call recording retention from 10 years to 6, effective October 1, 2026, weeks before AEP. Here's exactly what changed, sourced from the federal rule itself.

Aug 16, 2026

Analysis

Why Your Insurance Agency's Voice AI Bill Keeps Climbing

Twilio's own pricing page bills its bundled AI voice product at $0.07 a minute. A raw phone line alone runs as little as $0.002. Here's the mechanism behind a stacked voice AI bill, sourced live.

Aug 15, 2026

Analysis

Why Washington's My Health My Data Act Can Sue Any Agency

Washington's My Health My Data Act lets any resident sue for up to $25,000 a case, no matter where your agency is based. Here is the actual mechanism, sourced live.

Aug 14, 2026

Analysis

Why Your Insurance Agency Doesn't Show Up in the Map Pack

Whitespark's 2026 survey scores primary category as the No. 1 local ranking factor, ahead of proximity and reviews. Here's the actual mechanism behind Google's 3-pack, sourced live.

Aug 13, 2026

Analysis

Why Your Insurance Website's Pixel Could Get You Sued

The FTC fined GoodRx $1.5 million and BetterHelp $7.8 million for sharing health data with Facebook. California's CIPA pays $5,000 a violation regardless of HIPAA's status. Here is what still applies, sourced live.

Aug 12, 2026

Analysis

Why Your Downline's Websites Could Get Penalized Together

Google's own spam policy now names this exact pattern: content 'spread across a large network of sites.' Its March 2024 update cut low-quality content by 45%. Here is what that means for an FMO's downline, sourced live.

Aug 11, 2026

Analysis

Is Google's AI Summarizing Your Insurance Reviews?

Google's Ask Maps feature now writes an AI-generated paragraph about your agency straight from your reviews. BrightLocal's 2026 survey found 97% read reviews before choosing a business. Here is what shapes that summary, sourced live.

Aug 10, 2026

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