Industry playbook
QR codes for insurance agencies
Insurance shopping is confusing. QR on mailers and seminars can open licensed comparison flows—if disclaimers match state regulations.
Built for insurance advisors and branch teams.
Where this shows up
- quote forms
- policy renewal
- claim assistance
Roll it out
- Work with compliance on approved copy.
- Never promise coverage via QR without licensed review.
- Use dynamic QR when carrier login URLs change.
- Segment UTMs by community event vs digital mailer.
Agency touchpoints
- Lobby kiosks for policy updates.
- Auto loan partners’ cosponsor pages.
- Claims prep checklists after weather events.
Questions people ask
- Recording?
- Follow call recording laws on linked phone flows.
- Medicare?
- CMS marketing rules are strict—get training.