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.

View Pricing Contact Us

Our Core Services

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

01

Google Search Ads

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

Get Pricing
02

Meta Advertising

Generate insurance opportunities through Facebook and Instagram advertising campaigns.

Get Pricing
03

Insurance Agent CRM

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

Get Pricing
Google Search Advertising

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
Facebook & Instagram Advertising

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 direct lead generation, 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.
Insurance Agent CRM & Automation

A System for What Happens After the Lead Comes In

Lead generation only works 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 Lead. 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 create new insurance 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.

Straightforward Services. Transparent Pricing.

Review our pricing for advertising management and our insurance-agent CRM, or contact us if you have questions about which service fits your business.

View Our Pricing Contact Us