Overview
unLocked CRM is a CRM and automation platform designed specifically for insurance agents. It provides tools to support insurance quoting, e-applications, commission tracking, lead management, and marketing automation. The project involves supporting Jacob Lock and his insurance agents through social media marketing, advertising, lead generation, CRM management, and workflow development, helping agents strengthen their online presence, attract potential clients, and connect their marketing activities with the CRM system. This is an ongoing engagement.
Challenges and approach
Jacob Lock needed ongoing marketing and operational support to manage social media accounts for multiple insurance agents, generate leads, and help agents use digital marketing tools effectively. I manage social media marketing for multiple insurance agents, creating engaging content, planning campaigns, and running paid advertisements to attract potential customers and generate leads. Beyond social media management, I also handle CRM-related tasks and provide direct support to insurance agents and their clients — helping agents set up Meta Ads Manager and CRM accounts, guiding them through the platforms, and building workflows that connect their social media marketing activities with unLocked CRM. My role combines digital marketing, lead generation, CRM operations, workflow development, and client communication to create a more connected marketing process for insurance professionals.
What I contributed
Social Media Management for Multiple Insurance Agents; Social Media Strategy & Content Planning; Social Media Content Creation; Creative Graphic Design & Marketing Materials; Meta Ads Campaign Setup & Management; Paid Advertising & Lead Generation; Audience Targeting & Campaign Optimization; CRM Management & Administrative Tasks; unLocked CRM Account Setup & Support; Meta Ads Manager Setup & Guidance; Client Communication & Technical Assistance; Marketing Workflow Development; Social Media-to-CRM Integration Workflows; Marketing Automation & Lead Management; Agent Onboarding & Platform Guidance
