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August 19th, 2025
1 min read
Lead generation is the lifeblood of any insurance business. And while many agents know they should be leveraging digital marketing, actually putting it into practice can feel overwhelming. That’s why resources like Facebook’s Lead Generation Guide are so valuable — they provide agents with a clear roadmap for how to connect with prospects where they already spend their time.
The Facebook/Meta guide breaks down the essentials of modern lead generation, focusing on how agents can:
Leverage Ads Effectively – Build campaigns that target the right audience and drive qualified leads.
Use Lead Forms – Capture information quickly and seamlessly, lowering the barrier for prospects.
Retarget Warm Prospects – Stay in front of people who’ve already shown interest, increasing conversion chances.
Test and Optimize – Adjust campaigns for better performance over time.
It’s a playbook designed to help agents compete in a digital-first world.
Of course, knowing the strategy and executing it are two different things. Many agents get stuck on:
Creating compliant, professional-looking ads and content
Managing campaign setup and tracking
Building automated follow-up systems
Finding the time to do it all consistently
That’s where we come in.
At PSM Brokerage, we understand that most agents don’t want to become full-time marketers. You want to spend your time meeting with clients, not figuring out ad targeting or designing graphics.
That’s why we created the PSM Marketing Hub — a turnkey solution to help you put guides like this into action. With our Marketing Hub, you’ll get:
Custom-branded marketing materials you can deploy instantly
Step-by-step support to launch campaigns across social, email, and community outreach
Compliance-approved templates so you can market confidently
Hands-on guidance from our team to ensure campaigns don’t just run — they perform
Facebook’s Lead Generation Guide lays out the “what” and the “why.” The PSM Marketing Hub delivers the “how.” Together, they give you the tools and support you need to generate more leads, nurture relationships, and grow your book of business.
👉 Check out Facebook’s full Lead Generation Guide, then let PSM Brokerage help you turn those strategies into results.
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*For agent use only. Not affiliated with the U. S. government or federal Medicare program. This website is designed to provide general information on Insurance products, including Annuities. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that PSM Brokerage, its affiliated companies, and their representatives and employees do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.