Our Services

Three Ways We Help Insurance Agents Build Their Marketing System

Generate opportunities through Google and Meta advertising, then use an insurance-focused CRM to organize and follow up with the prospects you generate.


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Our Core Services

Choose the service that fits your current needs, or use multiple services together to create a more complete advertising, lead-capture, and follow-up system.

01

Google Search Ads

Reach consumers who are actively searching online for insurance information, quotes or help.

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02

Meta Advertising

Generate inquiries and insurance opportunities through Facebook and Instagram advertising campaigns.

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03

Insurance Agent CRM

Manage leads with pre-built pipelines, workflows and automations designed around the insurance sales process.

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Reach People Already Searching for Insurance Help

Google Search advertising is built around intent. Instead of waiting for someone to discover your agency, your ads can appear when consumers are actively searching for relevant insurance information, quotes or assistance.

Campaigns can be structured around specific insurance products, geographic markets and the types of searches most relevant to your business.

Best fit: Agents who want to reach prospects already demonstrating active search intent.

Google Search Services

  • Keyword and search-intent research
  • Campaign and ad-group setup
  • Geographic targeting
  • Ad copy development
  • Negative keyword management
  • Landing-page strategy
  • Lead and conversion tracking
  • Ongoing campaign monitoring and optimization

Meta Advertising Services

  • Facebook advertising campaigns
  • Instagram advertising campaigns
  • Geographic and audience strategy
  • Lead-form campaigns
  • Landing-page campaigns
  • Video and advertising creative strategy
  • Engagement and comment campaigns
  • Lead routing and CRM integration
  • Campaign monitoring and optimization

Create New Insurance Opportunities Through Meta

Facebook and Instagram allow insurance professionals to place their message in front of consumers who may not currently be searching for an agent but may still have a relevant insurance need.

Campaigns can be built around lead-capture forms, educational content, landing pages, or engagement strategies depending on the market and objective.

Best fit: Agents who want to proactively generate opportunities instead of relying only on existing search demand.
Service clarification: Your Insurance Coach, LLC provides advertising, campaign-management, lead-capture, and CRM support services. We do not sell third-party consumer contact lists through this website.

A System for What Happens After the Lead Comes In

Advertising and lead capture only work if prospects are actually followed up with consistently.

Our insurance-agent CRM provides a pre-built framework for organizing leads, tracking opportunities, automating follow-up and helping agents stay on top of prospects over time.

The current workflows and automations are focused primarily on Medicare insurance and the follow-up processes commonly used by Medicare agents.

Best fit: Agents who need a more organized and automated system for managing leads and follow-up.

CRM Features

  • Pre-built insurance sales pipelines
  • Medicare-focused workflows
  • Automated email follow-up
  • Automated text workflows where available
  • Call and follow-up task creation
  • Appointment scheduling
  • Lead-stage tracking
  • Lead-source tracking
  • Long-term nurture campaigns
  • Optional integrated phone system

Generate the Inquiry. Work the Lead. Follow Up.

The services can stand alone, but they can also work together as one straightforward marketing and follow-up system.

1

Generate

Google and Meta campaigns can create new insurance inquiries and opportunities.

2

Organize

Leads enter a structured insurance sales pipeline inside the CRM.

3

Follow Up

Workflows, reminders and automations help keep prospects from falling through the cracks.

Business & Messaging Information

Join Your Insurance Coaches is a marketing brand operated by Your Insurance Coach, LLC. Your Insurance Coach, LLC provides insurance services, insurance agent recruiting and contracting support, training, advertising and marketing support, business development support, CRM services, and related business support.

Your Insurance Coach, LLC

3217 Peacock Ln
Celina, TX 75009
United States

Business Phone: 845-713-8773

Email: mike@yourinsurancecoaches.com

SMS Messaging Program

Your Insurance Coach, LLC offers informational/non-marketing and marketing/promotional SMS communications. Text messages are sent only in accordance with the applicable consent provided by the recipient.

Informational / Non-Marketing Messages
Messages may include responses to requests for information, appointment confirmations and reminders, training or event confirmations, insurance agent contracting and onboarding updates, service-related updates, and communications related to an existing inquiry or business relationship.
Marketing / Promotional Messages
Messages may include insurance agent recruiting opportunities, carrier or product opportunities, training and event promotions, marketing or lead-generation services, CRM services, promotions, special offers, and related promotional communications.

Informational/non-marketing consent and marketing/promotional consent are separate choices. Consent to receive marketing messages is not a condition of purchasing any product or service. Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe or HELP for assistance.

SMS communications associated with this messaging program may be sent by Your Insurance Coach, LLC from 845-713-8773.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Straightforward Services. Transparent Pricing.

Contact Your Insurance Coach, LLC to discuss Google advertising, Meta advertising, insurance-agent CRM services, recruiting, contracting support, or other available services.

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