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.
AI Citation Monitoring: 91% of Citations Change in a Month
Google AI Overviews swap 91% of cited URLs within 31 days, and insurer domains capture just 4.6% of insurance AI citations. Here is the weekly monitoring loop that catches a lost citation before a competitor takes the answer.
Jul 26, 2026
AnalysisYour CRM Remembers Nothing: Why AI Context Is the Real Differentiator for Insurance Agencies
Every AI follow-up tool can draft a text on schedule now. What separates the ones that close policies is whether the system remembers a specific person across every channel, not just how fast it replies.
Jul 24, 2026
AnalysisGetting Cited by AI in 2026: What Actually Moved, and What Agencies Should Build Next
Answer engines stopped rewarding keyword pages and started rewarding structured, sourced, machine-readable answers. Here is what changed this year, what an agency site needs to be citable, and the build order that gets you there.
Jul 24, 2026
ExplainerWhat Is AEO? The Answer Engine Optimization Field Guide for Insurance Agencies
Buyers no longer scroll ten blue links. They ask ChatGPT, Perplexity, and Google's AI Overviews who the best Medicare agent near them is, and act on the answer.
Jul 12, 2026
Research10.6 Million Medicare Advantage Members Are in Plans Rated Below 4 Stars
CMS 2026 star ratings joined to March 2026 enrollment: more than one in three rated MA members sit below 4 stars, and 195 plans hold 5 stars.
Jul 5, 2026
ResearchThe 2026 Medicare Choice Overload: 5,451 Plans and the Rise of AI Search
CMS data shows about 68 million people on Medicare choosing among 5,451 plans from 171 carriers, and nearly 56 million Americans are 65 or older.
Jun 27, 2026
ExplainerDatabase Reactivation for Insurance Agencies: How to Turn Dead Leads Into Booked Appointments
The dead leads in your CRM are unworked commission revenue. Here is the multi-channel reactivation playbook that turns them into booked appointments.
Jun 18, 2026
ResearchThe $15 Billion AI Insurance Wake-Up Call
Bank of America says $15 billion in insurance commissions face AI disintermediation. Here is the data, and the five-step playbook independent agents need.
Jun 9, 2026
ExplainerThe Health, Life & Medicare Agent's Guide to Answer Engine Optimization
Insurance shoppers increasingly start their research with AI tools instead of Google. This is the field guide to Answer Engine Optimization for agents.
May 30, 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