Frequently Asked Questions

Getting Started

Why do I need to complete the Profile?

Being yourself is the key to success in using social media. And completing the brief Profile enables our algorithm to select content personalized to you. It takes 10 minutes or less to walk through the checklist, so we can tailor posts to your community, products, carriers and personal interests.

Can I change or update my Profile?

At any time, you can logon to your account to update information, add or delete products or carriers.

What if I don’t have a Facebook account?

It’s easy to set up a Facebook account. Click here for step-by-step instructions. You’ll be up and running in moments.

What if I don’t have a business Facebook page?

We’ll set one up for you! Tell us the name you want. Choose from our ready-to-use header designs. And we’ll handle the rest.

What if I don’t have a Twitter account?

Twitter is extremely easy to set up. When you sign up for InsuranceSocial.Media, we’ll show you how to connect us to your new Twitter account.

Is my account information secure?

Absolutely. Our site is secure, and your account is password protected. We don’t store your credit card information on our servers,

What if I need help?

We’d be happy to help you set up your Profile or manage your account. For immediate help, just click the green Chat box below. If a customer service specialist isn’t available, you can leave a message and we’ll get back to you the next business day. Or you can always send an email to


How do I logon to my account?

Just click the logon button at the top of our website. Then enter your user name and password.

How do I recover or change my password?

To recover your password, click Forgot Password. After supplying your user name and email address, you’ll receive an email with instructions for creating a new password.

If you’re logged in and would like to change your password, go to the Admin Panel, hover over your name and click on Change Password.

How do I update my billing information?

Go to the Admin Panel and click My Billing Info. Then enter the new information.

What else can I do in the Admin Panel?

You can see the posts that we’ve scheduled for you. And if you like, you can add your own posts to any of the social media accounts you’ve connected to us. You can use the automated testimonial generator and the streamlined Facebook advertising tool. And you can take a look at the analytics and reports that show your marketing success.

Can I cancel my account?

During the 30-day free trial, you may cancel your account at any time. At the end of 30 days, the monthly cost will be charged to the credit card you selected at the time of enrollment. Each month, your account will automatically renew unless you decide to cancel.


How do I know I’ll like the content you post for me?

All of the content we produce is focused on educating consumers about the value of insurance, managing risk and finances, living a healthy lifestyle and more. It’s created by our own team of researchers, writers and designers and undergoes a rigorous editing process that includes keywords and engagement filters. Accompanying images are designed to generate high attention and readership. Everything is regulatory compliant with all 50 state departments of insurance.

It’s content designed to build and enhance your reputation as a trusted professional. And thanks to your Profile, it’s targeted to match your product focus, markets, personal interests, carriers and more. That’s why we know you’ll like it.

Can I add my own posts?

Of course. Whenever the spirit moves you. Since social media is an interactive space, your results will be enhanced if you join in the conversation. Celebrate birthdays or anniversaries. Post a video of your agency picnic. Announce new hires. The possibilities are endless. And you can instantly post to all your social media accounts by just posting once on your InsuranceSocial.Media Dashboard.

What if I don’t post to my social media accounts?

Not to worry. You don’t have to. We’ll automatically post personalized, insurance-related content to your Facebook and Twitter feeds several times a week, which will help you create growing social media momentum.

Can I see the posts in advance?

In the Admin Panel, you’ll see each of your connected social platforms in its own column. Click the drop-down menu in the upper right of any column and select My Scheduled to see the posts we have scheduled for you for the next two weeks. If you’d like to change a post, click Replace, and a new post will appear in its place.

Will you post content from my carriers?

It’s entirely up to you. We work with many insurance companies to add their content to our system, so it can be shared by their agents via InsuranceSocial.Media. To turn on a carrier’s content, simply select the company in your Personal Profile. If a company you’re looking for is not yet listed, please let us know by contacting

Can I see how many people my social media posts are reaching?

After 30 days, your social media metrics will be available for viewing. In the Admin Panel, select Social Media Activity, then Reports. At a glance, you can track reach, follower growth and more.