Insurance Campaign Launch Checklist

Start by gathering the top three pain points for each persona (homeowners, drivers, business owners). Use Google Trends and internal claim data to quantify risk exposure, then draft a one‑page outline with headline, three benefit blocks, and a call‑to‑action. Import the outline into DesignLumo, typing a prompt like "Create a layered 1080x1080 infographic with three columns, brand colors #003366 and #00AEEF, icons for roof, car, and storefront, and editable text fields." Export the PSD, replace placeholder copy with your data, and upload to Canva for final brand‑kit alignment. Track CTR and engagement; aim for a 2.5% baseline before scaling.

Map the calendar for the next 12 months, flagging winter storms, hurricane season, and back‑to‑school periods. For each window, write a 30‑second script highlighting a relevant safety tip and a soft sell (e.g., "Winter flood protection can save you $5k in claims"). Use Descript to auto‑generate captions and integrate a voice‑over from ElevenLabs. Combine the audio with royalty‑free B‑roll from Storyblocks, then feed the final storyboard into DesignLumo with the prompt "Create a 1080x1920 vertical video template with three text overlays and placeholders for brand logo." Publish on Instagram Reels and track video completion rate; target 45%+.

Design a 3‑piece graphic suite: a hero banner, a social‑share card, and a printable flyer. In DesignLumo, prompt: "Generate a layered 1200x628 banner, 1080x1080 share card, and 8.5x11 flyer for a $50 referral bonus, using modern flat icons and brand palette #003366/#00AEEF, with editable fields for agent name and QR code." Export each asset as PNG for social and PDF for print. Add a unique UTM (e.g., utm_source=referral&utm_medium=graphic) to each QR code. Measure new leads per graphic; a 1.5% lift signals success.

Create a shared Google Sheet titled "DesignLumo Insurance Prompts" with columns: Asset Type, Prompt, Brand Variables, Output Size. Populate 20 rows covering policy quotes, claim alerts, and testimonial cards. Include dynamic tokens like {{brand_color}} and {{logo_url}} that pull from your Brand Kit via Zapier. Assign a weekly 30‑minute sprint for the team to test each prompt, export the layered files, and tag them in Asana. Track prompt success by counting revisions; aim for <2 edits per asset, indicating the AI generated production‑ready design.

When a client requests a quick turnaround, duplicate a master Canva template built from the DesignLumo output (import the PSD layers into Canva via "Upload > Import PDF"). Replace the placeholder text with localized policy details using Canva's bulk text replace feature. Apply the agency's Brand Kit (fonts, colors) and generate a shareable link with view‑only permissions for approval. Record the time spent; the goal is under 10 minutes per asset. Monitor approval rates—target 95% on first submission—to validate the workflow’s efficiency.

Before crafting a new campaign, prompt Midjourney with "insurance agency summer safety campaign, pastel palette, minimal icons, high‑contrast typography, 4 variations". Generate eight images, select the top three that align with brand tone, and compile them in a Miro board. Use these visuals to inform color choices and icon styles in DesignLumo prompts, ensuring visual cohesion. Track the correlation between moodboard usage and design revision count; a reduction of 30% revisions confirms the moodboard’s impact on creative alignment.

Set up a Google Data Studio report pulling from Google Analytics, Facebook Ads Manager, and HubSpot. Create a master UTM schema (e.g., source=facebook, medium=social, campaign=fall_protection) and embed these parameters in every DesignLumo graphic URL. In the dashboard, surface metrics: impressions, click‑through rate, cost per lead, and policy quote completions. Apply a 7‑day moving average to smooth spikes. Goal: achieve a CTR >2.5% and CPL < $45 within the first month; iterate creative based on the highest‑performing asset IDs.

Deploy two variants of each ad (Variant A from DesignLumo, Variant B from Canva) within the same ad set on Meta Ads Manager. Use Facebook's split test tool to allocate 50% budget each for 14 days. Measure primary KPI: policy quote form submissions. Apply statistical significance calculator (e.g., Evan Miller's) and aim for a p‑value <0.05. If Variant A outperforms by >10%, duplicate the DesignLumo prompt, tweak copy, and roll it out across other channels. Document learnings in a Confluence page for future prompt refinement.

Build a five‑step email flow in HubSpot: reminder, safety tip, policy review, cross‑sell offer, and final call‑to‑action. Use DesignLumo to generate a consistent header graphic and a policy comparison chart image for each email. Insert dynamic tokens for policy expiration date and premium amount. Set triggers based on renewal date (30, 15, 7 days out). Track open rates (>35%), click‑through (>12%), and conversion to renewal (>5%). Optimize by A/B testing subject lines weekly and swapping the chart graphic between DesignLumo and Canva to see which yields higher CTR.