Insurance Content - February 2026
Campaign: Insurance Broker Lead Intake Automation
Target Segment: 100M revenue brokerages
Posting Account: Uttam
Status: Active
📚 Quick Navigation
Planning Documents
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Content Plan - Week of Feb 17 ⭐ START HERE
- Full 4-post plan with outlines, formats, and strategy
- Detailed narrative structure for each post
- Engagement tactics and response templates
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- One-page summary of all posts
- Key messaging per post
- How to use posts in DMs
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- Daily checklists
- Metrics tracking
- Engagement logging
- Weekly summary template
Draft Posts
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POST 7 - LLM Failure (FULL DRAFT) ✅ READY
- Complete text-only and carousel versions
- Engagement strategy included
- DM follow-up templates
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POST 8 - 20-Hour Report (outline in main plan, ready to draft)
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POST 9 - Architect Paradox (outline in main plan, ready to draft)
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POST 10 - Hiring Coordinators (outline in main plan, ready to draft)
Campaign Materials (Reference)
- Campaign Brief - Insurance Broker Lead Intake
- Research Insights - 100M Segment
- Custom Outreach - Top 5 Accounts
🚀 Getting Started
If You’re Planning Content (Monday, Feb 17)
- Read: Content Plan - Week of Feb 17
- Review: Quick Reference
- Check: POST 7 Full Draft
- Open: Execution Tracking and start checking boxes
If You’re Drafting Posts (Throughout Week)
- Use outlines from Content Plan
- Reference POST 7 Draft as format example
- Follow structure: Hook → Body → CTA
- Keep to 200-350 words
- Save drafts in
/knowledge/sales/content/drafts/with naming:YYYY-MM-DD-topic-uttam.md
If You’re Executing Posts (Daily)
- Check Execution Tracking for today’s tasks
- Publish post at scheduled time
- Monitor engagement throughout day
- Use response templates from Content Plan
- Log metrics EOD in tracking doc
If You’re Using Posts in Outreach
- Grab messaging from Quick Reference
- Reference posts in DMs: “Wrote this about [their pain]: [link]”
- Lead with value, not pitch
- Log conversations in HubSpot
📅 Weekly Schedule
| Day | Post | Hook | Status |
|---|---|---|---|
| Tue, Feb 18 | POST 7 | Why your LLM pilot failed | ✅ Draft ready |
| Wed, Feb 19 | POST 8 | The 20-hour report ($75K/year) | 📝 Outline ready |
| Thu, Feb 20 | POST 9 | Architect + Assistants paradox | 📝 Outline ready |
| Fri, Feb 21 | POST 10 | Hiring Coordinators = symptom | 📝 Outline ready |
Posting Time: 10:00 AM EST (Tue-Thu), 11:00 AM EST (Fri)
Account: Uttam
🎯 Campaign Goals
Content Goals (This Week)
- Engagement: 3-5% engagement rate per post
- Comments: 5-10 quality comments per post from ICP personas
- DMs: 2-5 DM conversations started from content
- Named Account Engagement: At least 1 comment/like from Top 5 accounts
Campaign Goals (2-Week Gate)
- 3 SOWs sent
- 1 signed contract
- 5 meetings booked
Content’s Role: Support outreach, build credibility, create conversation starters
💡 Strategy Summary
Why These 4 Posts?
These are niche pain-point posts (Posts 7-10 from the campaign) that target specific documented pain from research on Top 5 named accounts:
- POST 7: Shepherd Insurance’s failed LLM pilot → “We know it failed, here’s why”
- POST 8: Scott Insurance’s 20-hour WIP reports → “$75K/year on one task”
- POST 9: Starkweather & Shepley’s spreadsheet chaos → “Architect + Assistants paradox”
- POST 10: All firms hiring Coordinators → “Treating symptom, not root cause”
How They Work Together
- Build credibility: Show deep understanding of segment-specific pain
- Support outreach: Can be referenced directly in DMs to named accounts
- Create conversations: Each post = conversation starter
- Multi-thread: Post 10 targets hiring managers (secondary entry point)
The Content-First Approach
Instead of cold outreach:
- Publish post about their specific pain
- DM: “Hi [Name], wrote this about [pain point]. Thought it might resonate: [link]”
- Opens conversation with value first
- Shows you did research
- Builds credibility before asking for meeting
📊 Success Indicators
Good Week Looks Like:
- ✅ All 4 posts published on schedule
- ✅ 50+ total comments (10-15 per post)
- ✅ 5+ quality comments from ICP personas
- ✅ 3-5 DM conversations started
- ✅ 1+ named account engagement
- ✅ Posts referenced in 5+ outreach DMs
Great Week Looks Like:
- ✅ Everything above, plus:
- ✅ 1+ meeting booked directly from content
- ✅ 1+ SOW sent to content-sourced lead
- ✅ Multiple Top 5 accounts engaging
- ✅ Posts shared/reposted by ICP personas
🔗 Related Resources
Campaign Context
Demo Materials (for DM follow-ups)
Content System
- Weekly Posting Cadence
- Content Calendar
- Robert GPT Memory (for format reference)
❓ FAQs
Q: What if I can’t finish all 4 posts this week?
A: Prioritize Posts 7 & 8 (Tue/Wed). Spread Posts 9-10 into next week (Feb 24-25).
Q: Should I use carousels or text-only?
A: Start with text-only for speed (see POST 7 draft). Add carousels if time allows and you have design support.
Q: How quickly should I respond to comments?
A: Within 2-4 hours during business hours. Engagement drops sharply after 4 hours.
Q: When should I DM vs comment publicly?
A: Comment publicly first (builds engagement). Move to DM for deeper conversation or demo offers.
Q: What if someone from a Top 5 account comments?
A: Prioritize immediately. Respond publicly + follow up in DM referencing their company’s specific pain from research.
Q: Can I repost these on Robert’s account?
A: Yes, but wait 1-2 days. Add your own commentary when reposting to add value.
✅ Quick Start Checklist
Starting fresh? Do this:
- Read Content Plan (10 minutes)
- Review POST 7 Draft (5 minutes)
- Open Execution Tracking (check boxes as you go)
- Draft remaining posts (Posts 8-10) using outlines from plan (30 minutes each)
- Schedule posts for 10 AM EST Tue-Thu, 11 AM EST Fri
- Prep engagement responses using templates from plan
- Set reminders to check engagement hourly on posting days
Total prep time: ~2 hours to be fully ready for the week
Last Updated: February 11, 2026
Owner: Luke (GTM Lead)
Next Review: Friday, February 21, 2026 (EOD)
Questions? Check the Content Plan for detailed guidance, or reach out to Luke in Slack.