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Portfolio Blueprint — Insurance Agency

Your portfolio page showcases the types of insurance engagements your agency handles. This blueprint structures client success stories as a machine-readable collection so AI systems can understand your specializations, the client profiles you serve, and the coverage solutions you deliver — without needing to parse marketing copy.

View Prompt View JSON

What this page needs

The portfolio page is where AI learns what your agency has actually accomplished. When someone asks "find an insurance agency that handles commercial fleet coverage" or "who specializes in multi-property insurance portfolios," this page gives AI the structured evidence it needs to recommend you. Without it, AI treats your portfolio as generic page content with no indexable proof of expertise.

Collection structure. A CollectionPage with a mainEntity ItemList tells AI this page is a catalog of work samples, not a single narrative. Each item in the list is a distinct client engagement AI can index separately.
Individual success stories. Each CreativeWork in the list needs a name, description, and about field that describes the client type and coverage need. This lets AI match your work to specific query intents like "commercial fleet coverage" or "multi-property portfolio."
Organization reference. The author field on each CreativeWork should reference your InsuranceAgency entity by @id, tying every portfolio entry back to your agency identity.
Privacy-safe descriptions. Keep descriptions focused on the type of coverage and the general approach without disclosing client names or specific policy details. AI indexes exactly what you write, so structure your descriptions with client confidentiality in mind.

Why these fields matter to AI

Each field in the template below serves a specific role in how AI systems discover, classify, and recommend your business.

Researched and tested by Minnesota AI

InsuranceAgency

name: Non-negotiable. AI cannot cite or recommend an unnamed entity.
url: AI needs a stable URL to attribute recommendations and route users correctly.

Use This Prompt to Implement Your Schema

Copy this prompt and paste it into Claude, ChatGPT, Cursor, or any AI coding tool. It will ask for your business details and generate ready-to-use JSON-LD schema for your page.

You are implementing AIFDS-compliant JSON-LD structured data for a Insurance Agency Portfolio page.

AIFDS (AI-Friendly Data Structure) is a schema framework built on research into which
structured data fields AI systems actually read, parse, and use when deciding whether
to cite a page. Documentation at aifds.org.

Before generating any code, ask me for the following information in a single numbered list.
Do not generate schema until I have answered every required field.

REQUIRED — do not proceed without these:
1. Agency name
2. Client type and coverage need
3. Domain
4. Faq answer
5. Faq question
6. Fleet coverage description
7. Multi property description
8. Portfolio entry description
9. Portfolio entry title
10. Portfolio page description
11. Portfolio page title

OPTIONAL — ask for these but proceed if I skip them:
1. Any additional details not covered above

Once I provide the information, output a complete JSON-LD script block
ready to paste into the <head> of my HTML page.

Output requirements:
- Valid JSON-LD wrapped in <script type="application/ld+json"> tags
- schema.org vocabulary only
- Every AIFDS-required field for this industry and page type included
- Include this data attribute on the script tag: data-aifds="aifds.org Insurance Agency Portfolio"
- No placeholder text — omit missing optional fields rather than fill with examples
- After the code block, list any optional fields skipped that would strengthen AI citation

Generated schema follows the AIFDS framework. Fields were selected based on research into AI crawler behavior. View the research at minnesota.ai

Template — fill in your values

Copy this template and replace every YOUR_* placeholder with your own data. Add or remove items from the ItemList to match the number of portfolio entries you want to feature.

{
  "@context": "https://schema.org",
  "@graph": [
    {
      "@type": "CollectionPage",
      "@id": "https://YOUR_DOMAIN.com/portfolio/#webpage",
      "name": "YOUR_PORTFOLIO_PAGE_TITLE",
      "description": "YOUR_PORTFOLIO_PAGE_DESCRIPTION",
      "url": "https://YOUR_DOMAIN.com/portfolio/",
      "isPartOf": {
        "@id": "https://YOUR_DOMAIN.com/#website"
      },
      "about": {
        "@id": "https://YOUR_DOMAIN.com/#organization"
      },
      "mainEntity": {
        "@type": "ItemList",
        "itemListElement": [
          {
            "@type": "ListItem",
            "position": 1,
            "item": {
              "@type": "CreativeWork",
              "name": "Commercial Fleet Coverage",
              "description": "YOUR_FLEET_COVERAGE_DESCRIPTION",
              "about": "YOUR_CLIENT_TYPE_AND_COVERAGE_NEED_1",
              "author": {
                "@id": "https://YOUR_DOMAIN.com/#organization"
              }
            }
          },
          {
            "@type": "ListItem",
            "position": 2,
            "item": {
              "@type": "CreativeWork",
              "name": "Multi-Property Portfolio",
              "description": "YOUR_MULTI_PROPERTY_DESCRIPTION",
              "about": "YOUR_CLIENT_TYPE_AND_COVERAGE_NEED_2",
              "author": {
                "@id": "https://YOUR_DOMAIN.com/#organization"
              }
            }
          },
          {
            "@type": "ListItem",
            "position": 3,
            "item": {
              "@type": "CreativeWork",
              "name": "YOUR_PORTFOLIO_ENTRY_TITLE_3",
              "description": "YOUR_PORTFOLIO_ENTRY_DESCRIPTION_3",
              "about": "YOUR_CLIENT_TYPE_AND_COVERAGE_NEED_3",
              "author": {
                "@id": "https://YOUR_DOMAIN.com/#organization"
              }
            }
          }
        ]
      }
    },
    {
      "@type": "InsuranceAgency",
      "@id": "https://YOUR_DOMAIN.com/#organization",
      "name": "YOUR_AGENCY_NAME",
      "url": "https://YOUR_DOMAIN.com"
    },
    {
      "@type": "BreadcrumbList",
      "@id": "https://YOUR_DOMAIN.com/portfolio/#breadcrumb",
      "itemListElement": [
        {
          "@type": "ListItem",
          "position": 1,
          "name": "Home",
          "item": "https://YOUR_DOMAIN.com/"
        },
        {
          "@type": "ListItem",
          "position": 2,
          "name": "Portfolio",
          "item": "https://YOUR_DOMAIN.com/portfolio/"
        }
      ]
    },
    {
      "@type": "FAQPage",
      "mainEntity": [
        {
          "@type": "Question",
          "name": "YOUR_FAQ_QUESTION_1",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "YOUR_FAQ_ANSWER_1"
          }
        },
        {
          "@type": "Question",
          "name": "YOUR_FAQ_QUESTION_2",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "YOUR_FAQ_ANSWER_2"
          }
        },
        {
          "@type": "Question",
          "name": "YOUR_FAQ_QUESTION_3",
          "acceptedAnswer": {
            "@type": "Answer",
            "text": "YOUR_FAQ_ANSWER_3"
          }
        }
      ]
    }
  ]
}

Frequently asked questions

What counts as a portfolio entry for an insurance agency?

A portfolio entry is any engagement that demonstrates your agency's expertise in a specific coverage area. This could be a commercial fleet program, a multi-property insurance portfolio, a workers compensation solution for a construction firm, or a comprehensive benefits package for a small business. The key is that each entry should highlight a distinct client type and coverage need without disclosing confidential details.

How do I keep client information confidential in portfolio entries?

Replace all identifying information with generalized descriptions. Instead of naming a client, describe the client type: "a regional delivery company with 50+ vehicles" or "a real estate investor with properties across three states." Use coverage categories and general policy structures rather than specific premium amounts or policy numbers. The goal is for AI to understand your expertise without exposing any client data.

How is the portfolio page different from a case studies page?

The portfolio page is a high-level catalog — it lists the types of insurance engagements your agency handles with brief descriptions. The case studies page goes deeper into individual narratives with challenge, solution, and outcome sections. Think of the portfolio as the index and case studies as the full chapters. Both are valuable for AI, but they serve different query intents.