Enterprise agentic marketing platform for insurance
Be found first. Win the quote.
Maximize discoverability in a crowded marketplace
With carriers, agencies, and direct platforms all chasing the same leads, your agents need to show up first. Yext ensures accurate, AI-ready profiles across 200+ platforms — so you capture high-intent traffic before competitors do.
Win customer choice with reputation and trust
Prospects compare agents, carriers, and digital-first players side by side. Yext surfaces verified reviews, service quality, and local expertise at scale — helping your agents stand out at the moment of decision and win the quote.
Protect compliance while empowering agents
In a regulated industry, one misstep risks trust and market share. Yext provides centralized controls, audit-ready workflows, and built-in supervision — giving carriers confidence while enabling agents to market locally, compliantly, and authentically.
Benchmark agent visibility across markets
See where your agents rank in AI and search, down to the ZIP-code level. Identify why rivals outrank you, and get clear actions to close gaps.
Make your data AI-ready
Structure data about your business—from agents, locations, policies, coverages, and FAQs—into a single source of truth. Ensure that AI engines, search platforms, and directories surface accurate, compliant information when customers ask.
Drive discoverability everywhere clients search
Ensure every agent and office appears accurately across 200+ search, map, and AI platforms. Eliminate duplicates and errors that block visibility, so prospects can find you first.
Turn client feedback into a competitive edge
Boost star ratings and credibility by automating review requests and responses across Google, Facebook, and industry platforms. Showcase trusted feedback that helps prospects choose your agents with confidence.
Convert high-intent searches into quotes
Publish AI-optimized local pages for every agent, office, and product line. Showcase expertise, FAQs, and CTAs like "Request a Quote" to capture traffic when prospects are choosing coverage.
Empower authentic, compliant social selling
Equip agents with brand-approved content and AI tools to share authentic posts that build local trust — while carriers maintain oversight, compliance, and consistency across every profile.
Engage clients on preferred channels, compliantly
Equip agents to connect with clients via SMS, WhatsApp, or voice while maintaining full supervision and archiving. Automate renewals, reminders, and follow-ups to improve retention and lead conversion.
“Yext provides an all-in-one platform that ensures businesses maintain accurate, consistent, and optimized information across every digital touchpoint, driving visibility, trust, and customer engagement.”
President, leading insurance firm
“Yext makes it easy to manage accurate, consistent business information across all major platforms from one dashboard. It saves us time, improves visibility, and ensures our customers always get the right info—no matter where they find us.”
Marketing executive, leading insurance firm
FAQs
Help customers choose your agents first
Give every agent the visibility and credibility to close more business.