--- title: "DM Automation for Insurance Brokers: Send Quote Forms" description: "DM automation for insurance brokers. Car, home and shop cover each get their own keyword, so each viewer gets the right quote form by Instagram DM." url: "https://creatorflow.so/for/insurance-brokers" language: "en" --- FOR INSURANCE BROKERS ON INSTAGRAM # More insurance clients with DM automation CreatorFlow is an Instagram DM automation tool for insurance brokers. A driver comments CAR on your car cover Reel. Your car quote form arrives by DM. Car, home and shop cover each get their own keyword and form. [Get Started Free](https://creatorflow.so/login)See what a driver sees - Meta Tech Provider - 4.1/5 on Trustpilot - +35,000 creators & brands +35,000 creators ## Comment to DM, from your car cover Reel to your quote form Sam needs cover for a new car. He watches your Reel about what a car policy includes. 1. Your Reel ### Your car cover Reel with the keyword CAR You explain what a car policy includes. In the caption, you ask people to comment CAR. 2. The comment ### Sam comments CAR under your Reel CAR is your keyword. Home and shop questions get their own keywords on other posts. 3. The DM ### Your car quote form arrives by DM Sam gets the form from your account in seconds. The DM gives no price, because you price from the form. 4. Your quote form ### Sam asks for a quote on your form The form opens on your website. A broker reads Sam's answers and replies with a price. ## Instagram auto-reply for car, home and shop cover One post, one type of cover, one form. The link matches what the person asked about. [Get Started Free](https://creatorflow.so/login) - Reel comments · HOME ### Home cover forms for homeowners who ask Homeowners get the home form, and car questions stay with the car automation. They comment HOME and get it by DM. - Story replies · RENEW ### Renewal reviews from a Story before the date Drivers ask for a review before they renew. They reply RENEW to your Story and get the review form. - Keyword DMs · SHOP ### Shop cover forms for owners who ask in private Shop owners who prefer a private message still get the right form. They send you SHOP and get the business form. [Get Started Free](https://creatorflow.so/login) ## Auto-send the right quote form by Instagram DM By hand, a broker answers each comment one by one. With CreatorFlow, the quote form arrives while you price other policies. By hand - *✕*You search your notes for the right form for each person. - *✕*A driver writes a license number in the chat. - *✕*Saturday comments wait until Monday. With CreatorFlow - Each keyword sends the form for that type of cover. - Your DM asks people not to send personal details in the chat. - Saturday comments get the quote form on Saturday. ## Start Instagram DM automation for your brokerage in three steps You need a Google account and an Instagram Business or Creator account. You can switch to a Business account for free in Instagram settings. [Get Started Free](https://creatorflow.so/login) 1. 1 ### Connect your brokerage's Instagram Sign in with Google. Type your Instagram username and confirm on Instagram. 2. 2 ### Pick your car cover Reel and add CAR Choose a Reel about car cover, or your next one. Add CAR as the keyword. 3. 3 ### Write the DM with your quote form Say what the form is for. Add your quote form as a button. Press Start Automation. **How to test it** Comment from a second Instagram account. CreatorFlow ignores comments from your own account. [Get Started Free](https://creatorflow.so/login) ## What CreatorFlow can and cannot do for insurance brokers Check these before your first automation. What you can set - Set a separate keyword for car, home, life and business cover. Automations are unlimited on every plan. - Change the form link on a post when your form changes. - Answer a keyword someone sends you in a DM, such as SHOP. - Reply under each comment in public with Public Reply, so people check their DMs. - Send the DM to people who commented in the last 7 days, with Rewind. What to know first - You write the messages, so check them against the advertising rules of your profession. - CreatorFlow cannot give a price or compare policies. A broker replies in the same chat. - People who do not follow you find the DM in Message Requests. - Instagram limits DMs per hour. CreatorFlow sends the rest later, and some may not arrive. - Each automation sends one DM, with one optional step before it. There are no follow-up messages. - CreatorFlow works with Instagram only. It cannot send a DM when someone follows you. Your account - CreatorFlow is a Meta-approved Tech Provider. - It uses the official Instagram API. There is no browser extension. - You connect Instagram on Instagram's own screen. CreatorFlow does not see your password. - It only sends DMs to people who contacted you first. [How CreatorFlow protects your account →](https://creatorflow.so/security) What it costs Start on the free plan. You pay for a plan, not for each contact. Public Reply, Rewind, Follow Gate, Email Gate, link tracking and CSV export are on Pro and Growth. Pro and Growth start with a 14-day free trial. - Free **$0 a month***500 DMs a month* - Pro **$15 a month***5,000 DMs a month* - Growth **$30 a month***10,000 DMs a month* [See all plans →](https://creatorflow.so/pricing) ## CreatorFlow reviews from Instagram creators Creators on Instagram, in their own words. - “Finally have time to create instead of reply.” **@mamimariu***121K followers on Instagram* - “Click-through rate doubled in week one.” **@chic.outfit.studio***201K followers on Instagram* - “Everyone gets an instant response, not hours later.” **@sikusok***1.4K followers on Instagram* Rated **4.1/5** on Trustpilot [Read all reviews](https://creatorflow.so/reviews) ## Instagram DM automation questions from insurance brokers Short answers about quotes, personal details and your account. More for brokers [How CreatorFlow works](https://creatorflow.so/how-it-works)[Automatic DMs from comments](https://creatorflow.so/use-case/auto-respond-comments)[For financial advisors](https://creatorflow.so/for/finance-advisors)[Plans and prices](https://creatorflow.so/pricing)[For law firms](https://creatorflow.so/for/law-firms) **Can CreatorFlow quote a policy in the DM?** No. It sends the words you wrote and your link. It cannot read a car, a home or a claim. You give the price after you read the form. **What if someone sends a license number or medical details in the DM?** CreatorFlow does not answer it. You see the message in your Instagram inbox and reply yourself. Ask people to put personal details on your own form. **Can I have different forms for car, home, life and business cover?** Yes. Make one automation for each keyword. Automations are unlimited on every plan. **Does it work with my agency management system?** No. CreatorFlow does not connect to other software. You paste your form link, and on Pro and Growth you can export contacts as a CSV file. **Who checks our messages against insurer and advertising rules?** You do, because you write each message. CreatorFlow does not review your words and makes no claim about those rules. **Can CreatorFlow write to people again before their renewal date?** No. It sends one DM when someone uses your keyword. It cannot write to people later or on a set date. **Can Instagram ban our brokerage account?** CreatorFlow lowers the risk, but no tool can remove it. It uses the official Instagram API and is a Meta-approved Tech Provider. It only replies to people who contacted you first. ## Saturday quote requests, ready for Monday Add CAR to your next Reel. Put your car quote form in the DM. People who comment CAR get it, even on a Saturday. [Get Started Free](https://creatorflow.so/login)[Compare plans](https://creatorflow.so/pricing) - Meta Tech Provider - 4.1/5 on Trustpilot - +35,000 creators & brands +35,000 creators