How to Be a One-Person Marketing Team: Time-Saving Tools for Busy Intermediaries

[This article was generated by ChatGPT and has been edited by the Surer team for clarity, readability and context.]

Let’s face it: being a general insurance intermediary means juggling client calls, policy paperwork, claims follow-ups, and renewals — and that’s just before lunch. So when people tell you to “build your personal brand” or “stay active on social media,” it can feel like an extra full-time job.

But here’s the good news: you don’t need to be a marketing expert to look like one.

With the right tools, you can promote yourself professionally, stay top-of-mind with clients, and grow your leads — all in less than 30 minutes a day.

1. Design in Minutes with Canva

Visuals catch attention — especially on platforms like Facebook and LinkedIn. But not everyone has design skills or time. Canva is a free tool that offers drag-and-drop templates for everything from quote-of-the-day graphics to festive greetings, client education infographics, and event invites. According to HubSpot, visual content increases people’s willingness to read by 80% — so don’t skip it.

💡 Pro tip: Pre-design a few evergreen graphics (e.g. “3 reasons to review your insurance yearly”) and post them monthly.

2. Email Like a Pro with Mailchimp or Benchmark Email

You probably already use email for client reminders. Why not level it up? With tools like Mailchimp or Benchmark Email, you can design visually engaging newsletters, automate birthday greetings, and segment your audience — say, sending motor insurance updates only to motor policyholders.

Research shows that marketers who use segmented campaigns see up to a 760% increase in revenue (Campaign Monitor). That’s the power of sending the right message to the right person.

💡 Pro tip: Create a “Monthly Tips” email series that adds value without selling — think travel safety, cyber hygiene, or wellness advice.

3. Schedule and Forget with Buffer or Meta Business Suite

Posting consistently helps build your personal brand, but logging in every day is exhausting. Enter scheduling tools. With Buffer or Meta Business Suite, you can plan and queue up a week’s worth of posts in under 30 minutes.

Studies show that businesses that post at least once a week on social media enjoy 33% higher client retention (Sprout Social). Even simple posts like behind-the-scenes, FAQs, or celebrating claim approvals help build trust.

💡 Pro tip: Block 30 minutes every Sunday to schedule the week ahead. It’s your “set and forget” moment.

4. Keep Relationships Warm with a Simple CRM

Tired of forgetting follow-ups or losing client notes in your phone gallery? A lightweight CRM like HubSpot or Zoho CRM helps you manage contacts, schedule reminders, and log notes — all in one place.

Think of it as your digital assistant. A Nucleus Research study found that CRMs deliver an average return of $8.71 for every dollar spent. Even the free versions can massively boost your productivity.

5. Bonus Tool: Surer

Surer is built specifically for intermediaries. It lets you request, compare, and manage quotes from multiple insurers quickly — and share them with clients in a clean, professional way. That means less time chasing paperwork, and more time building relationships and closing deals.

Final Word

You don’t need to do everything at once. Start with just one or two tools, and see what fits your workflow best. Over time, you’ll find yourself marketing smarter, not harder — and looking like a full-fledged pro, even if you’re a one-person show.

Want a printable version of this toolkit for your desk? I can help with that too!