How To Protect Your Insurance Agency Social Media Accounts

Many of you tell me that you’re concerned about social media in your agency.  You worry about clients writing negative reviews on your page or seeing complaints about the company you represent (when you have absolutely no control over what they do).

But I’m here to tell you that most of the time, those things NEVER happen.

What you should be concerned about is actually a lot closer to home.  So what is the big flashing red light you should be watching for?  It’s having primary admin access and control of your social media accounts.

Here’s what happens…you set up your Facebook, Twitter, etc, etc.  And you give a few key staff members access to the page.  And then you get busy and let them take over management and you rarely even look at that stuff.

And then one day, you realize that most of those original people no longer work for you!

In fact, you don’t even remember the passwords!  And you aren’t sure what email address was used to set it up.  Uh-oh.

If you’re lucky, you simply lose your accounts to this void.  If you’re unlucky, a disgruntled former staff member could do some major damage to your brand!

I’ve seen these situations happen and it’s not good.

So what do you do TODAY?  Let’s break it down.


Facebook has some of the best options for managing access to your page.  You just need to know what is available.

When you go to your business page, click Edit Page at the top and choose Manage Admin Roles.

Here you’ll see a list of everyone who has Admin access and can manage the page.  There are multiple options for the kind of access you can grant here.  Read the options and choose accordingly, but remember this rule – YOU are the ONLY manager!

The manager option has the ability to add and remove other admins and make major changes.  If someone were a manager, they could remove you from your own page.  You don’t want that to happen.

If you are going to let an employee go, remove them as an Admin first (or immediately after) by clicking the X next to their name.  If it asks for a password, it’s just your Facebook login password.

Put a reminder on your calendar to review who has Admin access every six months to make sure it is up to date.


Less options are available here.  If someone can tweet for you, then they have the password to the account.  Change the password whenever your employees change (or put it on that six month reminder rule).

Limit the number of staff members who have access to your social media accounts.  You really only need one or two (depending on the size of your agency) to take care of it.

These rules will apply to Linked In, Pinterest, Instagram, or any other social accounts that you might use.

Protect Your Brand

I am a trusting person.  I never wanted to believe that an employee would do anything negative, but I’ve seen it happen and I don’t want it to happen to you!

Take measures to protect your agency.  Change passwords, limit access, never give access to your email account, and make sure sensitive documents remain secure.  Establishing smart guidelines now will prevent future stress and problems!

Do you want to allow your employees to manage your online marketing but worry about what they will write or how professional you will look?  Try my Insurance Marketing System!  I give you all the templates and checklists to implement your monthly marketing and you delegate.  It makes everyone’s job easier!  Try it here.

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About The Author

Robyn Sharp

Robyn Sharp is an insurance marketing expert (and former agency owner). She specializes in Facebook content creation & marketing for P&C insurance agencies. Robyn has been a featured contributor to Exclusive Focus, PropertyCasualty360, IndependentAgent, and other insurance publications.