Insurance adviser marketing in New Zealand.

A cover review is different from a claim or a question about an existing policy. We establish which enquiries your advisers can help with and where the others should go.

• You choose the service and audience. We work through adviser capacity, appointment availability and who approves the campaign. Those choices need to fit insurance, rather than come from the mortgage example.
• Define a small test with a useful question to answer. We check the required access before proposing an implementation, including whether your current systems can support it.

Google Search can meet an existing request for help. Meta creative can introduce an adviser-approved explanation earlier. We choose the channels for your insurance offer; the mortgage demonstration does not determine the scope.

• You approve the search intent, claims and exclusions. Policy servicing, jobs or claims-related searches may sit outside the campaign.
• For Meta, we agree the angle, format and destination without assuming the viewer's health or circumstances. Advertiser eligibility and platform rules determine which targeting options we can use.
• Guides and short videos have a defined role in the campaign. Someone ready to talk gets a direct enquiry route. Forms and downloads explain their purpose and the follow-up the person permits.

Your advisers may work locally or take remote enquiries across New Zealand. The campaign describes where you can help without implying an office in every location.

• We agree the service area, exclusions, response owner and appointment capacity. A nationwide campaign needs a working handoff across that area. We do not create near-identical town pages.
• The written scope separates media spend from fees, creative and other supplier costs. It sets the spending ceiling, review period, approval owner and stop rules. You approve any increase.
• We test the enquiry destination and contact channel before spend. Booking a discovery call or viewing this page does not authorise advertising.

Start with the help requested, timing and preferred contact method. The marketing enquiry is separate from an insurance application or your adviser's fact-find.

• Keep health information, medical histories, identity documents and detailed financial records out of general marketing forms and campaign email attachments. Any later collection needs an agreed secure process.
• You approve the questions and what counts as a suitable enquiry. Alfred uses only the answers supplied. Advice, cover recommendations, underwriting and suitability decisions stay with authorised professionals.
• Record permission and the chosen contact channel. Opt-outs and requests outside the agreed flow stop or go to the named person responsible.

We plan acknowledgement, permissioned follow-up and scheduling around your process. The handoff gives the adviser factual context without copying sensitive material into a general marketing record.

• Agree the source and permission record, requested service, answers, open questions and booking status. Name who handles the next action and any exceptions.
• CRM connections and preparation work are agreed and tested separately. We check vendor access, permitted fields and failure handling before including a connection. Do not assume a ready-made connector for your insurance system.

See the mortgage example →

A form submission, a suitable enquiry and an attended appointment tell you different things. We agree the definitions with your firm so you can compare campaigns consistently.

• Show the period, media spend and source, including duplicates, non-responses and enquiries outside scope. Each cost measure states which enquiries or appointments it counts.
• Policy and revenue outcomes need agreed attribution and confirmation from your firm. A website visit does not prove a new client, and enquiries alone cannot tell you the profit.
• Decide what to keep, change or pause within your budget. The sample mortgage report shows the format; it is not insurance performance evidence.

See the illustrative reporting format →