an insurance agents calendar, ready to be used to create their agency's quarterly marketing calendar

Coming up with content for your insurance agency’s marketing calendar can sometimes be a challenge. Brainstorming is easy at first, but you start to run out of ideas at some point. But you don’t want to neglect social media or emails, as they are important touchpoints.

We’ve come up with enough ideas to take you through the first quarter of the year. Most of these ideas can easily be moved around or modified to better fit your agency, too.


In January, you can create content for your emails or social media posts focusing on the new year, the post-holiday season, or general content.

Insurance Changes in the New Year

Major changes to your insurance offerings can happen on January 1st. If that is the case for your agency or the products you offer, you should strongly consider sending an email newsletter explaining them.

You may also want to create a simple infographic and share it on social media.

Behind-the-Scenes Posts or Emails

Showing a behind-the-scenes look at your agency and how it works is a great way to boost engagement any time of the year. For example, consider short video interviews with various representatives of your agency.

Images of the Weather

Consider sharing photos of the inclement weather you get, such as a particularly impressive snowfall. This works better for social media than email, but you can adapt it if necessary.

January Holiday and Event Posts

You can also make an email or post about one of the smaller holidays or events in January.

  • Trivia Day (January 1st – Share some fun trivia)
  • Bubble Bath Day (January 8th – Share tips to destress)
  • National Pharmacist Day (January 12th – Perfect for agencies offering medical insurance)
  • National Handwriting Day (January 23rd – Share an image of a handwritten thank-you note to your clients)
  • National Blood Donor Month
  • National Hobby Month
  • It’s OK to Be Different Month


There aren’t too many special things about February from your insurance agency’s perspective. You can stick to general posts and emails or consider working in something about Valentine’s Day or other holidays. Consider the following ideas.

Super Bowl Posts

See how you can work the Super Bowl into your marketing in early February. You can keep it insurance-oriented and offer tips about homeowner’s or rental insurance that will cover your TV if it’s stolen. Or you can just make a fun post about delicious snacks.

Answer Frequently Asked Questions

This is one of the ideas that you can easily use any time of the year. Take a look at what your clients tend to ask you the most and create a social media post explaining it. Or include it in your next newsletter.

Tips and Tricks (About Insurance and Other Topics)

Another versatile piece of content is offering general tricks and tips for your clients to help them navigate their insurance. It can be tips on filing claims, choosing an insurance policy, or deciding what type of coverage they need.

You can even share tips and tricks loosely related to the type of coverage you offer. This can easily include lifestyle topics, such as workout tips or tips for healthy eating.

February Holidays

You can also get creative with some of the holidays that take place in February, even the lesser-known ones.

  • Groundhog Day (February 2nd – Make a prediction or share the results)
  • National Pizza Day (February 9th – Share your favorite pizza recipe)
  • Valentine’s Day (February 14th – Share the “love” for your clients)
  • National Love Your Pet Day (February 20th – Share photos of your team’s pets)
  • American Heart Month
  • Black History Month
  • National Cherry Month


By March, people are starting to think about spring and warmer weather. So, you can create content related to spring and the types of insurance you sell. Of course, general posts are also a good option.

Preparing for Warmer Weather

You can easily adapt this social media post or email marketing to the type of product you sell. If you sell auto insurance, offer auto maintenance tips for spring. If you sell home insurance, share a spring home maintenance checklist.

You can even get more specific. A home insurance agency, for example, can give detailed instructions or tips to complete a specific bit of spring home maintenance, such as inspecting the attic or servicing the AC and furnace.

Images of the First Signs of Spring

We mentioned sharing images of snowfall in January, but you can easily do something similar in March. If there is a large, late snowstorm, share images of it. Or if your area starts to warm up sooner, share images of the first signs of spring. That can be flowers or cute wild animals coming out of hibernation.

Flood Insurance Awareness

March is a good time to make a post or email about flood insurance. After all, depending on where in the country your clients are, there may be a higher risk of floods as the snow melts and spring arrives.

Insurance Related to Spring Break

Spring break is usually during March or April, so this is the perfect time to remind clients to check relevant insurance. If you offer travel insurance, consider promoting it. Or if you offer auto insurance, reiterate the importance of having coverage before a road trip.

How-To Videos

How-to videos can show anything that your clients may struggle with or not be aware of. For example, if you don’t think clients are taking full advantage of the client portal on Jenesis, consider a how-to video showing off how to use it. This is another piece of content you can move around the calendar as needed.

March Holidays

The following are some of the March holidays you may want to incorporate into your marketing content calendar:

  • World Wildlife Day (March 3rd – Share photos of animals or infographics about conservation)
  • International Women’s Day (March 8th – Share stories of women leaders on your team)
  • National Pi Day (March 14th – Share a pie recipe)
  • World Water Day (March 22nd – Share information about flood insurance or about water issues globally)
  • Women’s History Month
  • National Nutrition Month
  • National Foreign Language Month

With the above in mind, you should have a plenty of ideas to create a full content calendar for the first quarter of the year.