Cove AgencyYour outsourced marketing department.
Senior strategy. A connected team. Work that gets done. Cove Agency brings all five marketing disciplines together to help independent insurance agencies and RIAs grow—without building a department in-house.
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- SpecializedInsurance agencies and independent RIAs.
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- ConnectedMarketing disciplines. One accountable team.
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- Ways to startAn ongoing team or a focused project.
What Cove Agency is
Not another vendor. Your marketing team.
Your firm has producers or advisors to support, client relationships to nurture and a business to grow. But hiring a marketing leader, strategist, designer, writer and digital specialist may not make sense yet. You may already have marketing support, but not the capacity to turn a growth strategy into consistent execution.
So marketing falls to the owner, an admin, a website company and a handful of disconnected vendors. Cove Agency replaces that patchwork with one plan, one accountable team and one clear view of what is working. Not a freelancer, a generic digital agency or a lead vendor—a partner in your corner.
The experience behind Cove Agency
Built at enterprise scale. Reimagined for your agency.
Founder David Shanahan brings years of helping lead outsourced marketing engagements across insurance, financial services and healthcare. Cove Agency takes the capabilities and lessons from that work and makes them accessible to independent insurance agencies and advisory firms that cannot justify building a full marketing department internally.
The story behind Cove AgencyTwo ways to work with Cove Agency
Start focused. Grow into a team.
Your ongoing marketing department
Essential, Growth and Embedded retainers match the amount of your marketing function we manage, from an always-on foundation to senior growth direction and robust execution. Each has defined monthly production capacity.
- Cove Agency Essential
- $5,000 / month
- Cove Agency Growth
- $10,000 / month
- Cove Agency Embedded
- $15,000 / month
One project. A clear starting point.
A growth plan, campaign, producer or advisor materials, or brand refresh. Start with a clear priority, then build a broader relationship when the fit is right.
Scope, investment and timing are shaped around your goals. Monthly retainer prices are in USD.
Explore ways to work togetherIndependent insurance agencies
Insurance expertise. A connected growth team.
Support your producers, strengthen cross-sell and retention, and build demand around the niches your agency serves. Our insurance focus remains at the heart of Cove.
Marketing for insurance agenciesCove Wealth · Independent RIAs
Institutional marketing expertise. Built for independent advisors.
Connect your growth plan, client personas, positioning and campaigns in one outsourced team—with your firm’s compliance approval built into the process.
Marketing for independent RIAsCapabilities
Five disciplines. One connected marketing engine.
Marketing strategy
Positioning, client personas, niche selection and a written growth plan led by senior strategists.
Brand & creative
Identity, websites, collateral and campaign creative that builds credibility with clients and industry partners.
Digital marketing
SEO, paid search and social, email and content programs built around insurance and advisory client relationships.
Sales enablement
Producer- and advisor-ready decks, one-pagers, conversation materials and coordinated prospect follow-up.
AI marketing operations
AI-assisted content pipelines, CRM automation and reporting so a small team produces at enterprise scale.
Measurement
Reporting tied to qualified inquiries, new-client relationships, retention and organic growth—not vanity impressions.
Why specialization matters
Industry expertise first. AI-powered execution behind it.
Carrier relationships, renewal cycles, advisor communications, client trust and compliance-review requirements are not interchangeable. Cove starts with your market. Senior people lead the strategy and review the work; AI supports research, production and reporting so more time goes into your growth.
- We build around your ideal clients, not generic audience templates.
- We plan for client compliance approval before publication; we are not a legal compliance authority.
- We tailor campaigns to insurance buying cycles or advisory client relationships.
- We measure qualified inquiries, client acquisition, retention and organic growth—not clicks alone.
Start with the right scope
An ongoing team or one focused project?
Tell us what your agency or advisory firm needs. We can scope a Growth Audit, a specific project or the right level of ongoing support—without asking you to buy a full marketing department on day one.