The Playbook
The Playbook: AEO, AI, and compliance for insurance agencies.
Build guides, explainers, analysis, and original research for insurance agencies. Every post is anchored to named data and written to be cited by AI engines. The badge on each card tells you which kind it is, and every build guide is collected on one page.
Why Washington's My Health My Data Act Can Sue Any Agency
Washington's My Health My Data Act lets any resident sue for up to $25,000 a case, no matter where your agency is based. Here is the actual mechanism, sourced live.
Aug 14, 2026
AnalysisWhy Your Insurance Agency Doesn't Show Up in the Map Pack
Whitespark's 2026 survey scores primary category as the No. 1 local ranking factor, ahead of proximity and reviews. Here's the actual mechanism behind Google's 3-pack, sourced live.
Aug 13, 2026
AnalysisWhy Your Insurance Website's Pixel Could Get You Sued
The FTC fined GoodRx $1.5 million and BetterHelp $7.8 million for sharing health data with Facebook. California's CIPA pays $5,000 a violation regardless of HIPAA's status. Here is what still applies, sourced live.
Aug 12, 2026
AnalysisWhy Your Downline's Websites Could Get Penalized Together
Google's own spam policy now names this exact pattern: content 'spread across a large network of sites.' Its March 2024 update cut low-quality content by 45%. Here is what that means for an FMO's downline, sourced live.
Aug 11, 2026
AnalysisIs Google's AI Summarizing Your Insurance Reviews?
Google's Ask Maps feature now writes an AI-generated paragraph about your agency straight from your reviews. BrightLocal's 2026 survey found 97% read reviews before choosing a business. Here is what shapes that summary, sourced live.
Aug 10, 2026
AnalysisWhy Your Insurance Agency's CRM Automation Keeps Breaking
HighLevel's own docs confirm a merged duplicate contact will not re-trigger a workflow. Validity's 2025 survey of 602 CRM users found 76% say less than half their data is accurate. Here is the actual mechanism, sourced live, and the fix.
Aug 9, 2026
AnalysisWhy Your Insurance Website Only Ranks in One County
CMS data shows Texas alone has 254 counties, and 44 of them carry more than 20,000 Medicare beneficiaries each. Here is why one homepage cannot cover a multi-county territory, sourced live, and how to build location pages that do not get filtered as doorway pages.
Aug 8, 2026
AnalysisWhy Your Insurance Website's Subsidy Calculator Is Wrong
Enhanced ACA tax credits expired at the end of 2025 and the 400% FPL subsidy cliff is back. KFF found premium payments up 58% for 2026. Here is what a static quote calculator gets wrong, sourced live.
Aug 7, 2026
AnalysisWhy Your Insurance Agency's Cost Per Lead Keeps Climbing
Google Ads charges Finance and Insurance advertisers $74.44 a lead on average in 2026. Here is how a slow landing page quietly raises that number, sourced live, and the fix.
Aug 6, 2026
AnalysisCan an AI Shopping Agent Use Your Insurance Website?
Cloudflare says more than 50% of internet traffic is now non-human, and browsing agents like Comet can already fill out a form on a shopper's behalf. Here is what breaks on a typical agency site, and the fix.
Aug 5, 2026
AnalysisWhat Your Insurance Agency's Website Really Costs
GoHighLevel lists $297 a month and WordPress looks free. Here is what the software, the hosting, and the plugin renewals actually add up to, sourced live, next to what a bundled site costs instead.
Aug 4, 2026
AnalysisCan Your AI Follow-Up Get Your Agency Sued?
The FCC ruled in 2024 that AI voices count as robocalls under the TCPA, with damages up to $1,500 a violation. Here is what that means for the texts and calls your agency automates, and where the real risk actually sits.
Aug 3, 2026
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