A pipeline you can plan around.
We run paid ad campaigns built specifically for independent insurance agents, so you've got booked calls coming in consistently, not just when referrals happen to land.
Excellent · TrustScore 4.6 · 22 reviews on Trustpilot
Referrals built your book. They won't scale it.
You've built a solid book of business. But growth has stalled, and you can't control when the next referral lands.
Every agent has a busy season. Most don't have a plan for the other nine months.
Your pipeline fills up once a year. Then the phone goes quiet and you're back to waiting on referrals.
Referrals you can't predict or scale
Great when they come in. But you have no lever to pull when the phone goes quiet. You're at the mercy of other people's timelines.
You've tried ads, got junk
Leads who don't answer. Forms filled by people who aren't serious. You spent money and got nothing worth talking to.
The problem isn't paid advertising. The problem is that nobody built those campaigns specifically for independent insurance agents.
From referral roulette to a pipeline you can plan around
Referral roulette
- Great in busy season, quiet the rest of the year
- You don't control how many people you talk to
- Ads in the past delivered time-wasters
- No idea what next month's pipeline looks like
- Referrals are free, but you have no lever when they dry up
A pipeline you can plan around
- Booked calls in your calendar every week, year-round
- You set the pace. Scale up or down on your terms
- Prospects pre-qualified before they reach your calendar
- Know your cost per booked call and policy every month
- Paid ads stack on top of referrals, not instead of them
Not leads. Booked calls from
people who want to talk.
Everything built around your commission economics, your close rate, and your capacity.
Booked calls, not leads on a spreadsheet
Prospects book directly into your calendar with pre-call qualifying questions already answered. You show up knowing they're genuinely interested and ready to talk. No chasing.
Year-round pipeline, not just busy season
Your busy season is a fraction of the year. Your business should run all 12 months. We build campaigns that generate qualified inquiries consistently, not just when the market naturally spikes.
Real numbers you can model
We show you exactly what you're paying per booked call, attended call, and policy written. You'll know your cost per policy before you scale. No guesswork, no vanity metrics.
Campaigns built around your close rate
If you're closing 50 to 70% of attended calls (like most insurance agents we work with), the math works. We set spend based on your capacity, not to generate volume for its own sake.
One Medicare agent. From 362 to 1,150 booked calls a month.
booked calls a month
This is what it looks like when the campaign is built for the insurance market, not adapted from a generic template. One agent, one consistent basis of total booked sales calls.
Proven demand and a strong referral base, but the business moved with the Medicare calendar and had no scalable paid system. The goal was a tracked, year-round engine that grows qualified booked calls while cost per call holds as volume scales.
- 1Tracked every decision on cost per real booked call, not platform-reported leads, across paid, MA and organic.
- 2An educational qualification funnel filters prospects before agent time is spent, with automated plus manual booking.
- 3A four-stage creative testing framework scaled ad variations from about 5 to more than 30 to find the lowest cost per call.
4.6 out of 5. 22 reviews. All unprompted.
Social & search. One system.
The platforms that put you in front of the right prospects, working together.
Social Ads
Build awareness with decision-makers and drive qualified prospects into your funnel, not just impressions on a dashboard.
- Precision audience targeting by role, location and intent
- Creative that earns the click
- Retargeting sequences that warm cold leads into calls
Search Ads
Capture high-intent buyers the moment they search for your solution. Show up first, send them to pages built to convert, and book the call.
- Keyword strategy focused on buyer intent, not vanity volume
- Landing pages engineered to convert clicks into calls
- Negative keyword sculpting to eliminate wasted spend
What does adding 25 new policies a month actually look like?
These are indicative figures based on a typical starting budget of $3-4k/month ad spend and a 50-60% close rate. Your actual numbers depend on your line of business, market, and commission structure.
Want to see what this looks like with your own numbers? Run your own model in under 60 seconds, free, no sign-up required.
This isn't replacing your referral pipeline. It fills the gaps when referrals go quiet, and compounds when they're flowing. We'll validate your specific model on the call.
Every way you've tried to fill your pipeline, side by side.
There are four ways to put new business in front of you. Here is how they actually compare.
Referrals win on trust. Nothing else comes close on predictability, exclusivity, and knowing exactly what each call costs you.
See what's possible for your book of business
These are average figures. Your numbers will be different, based on your close rate, your line of business, and your market. Run your own model in under 60 seconds.
Free · No sign-up required · Results in 60 seconds
From strategy to booked calls
in under 4 weeks
Strategy
Audience research, messaging, commission economics, built around your specific market.
Build
Landing page, qualifying forms, calendar integration, tracking, before we spend a dollar.
Launch
Go live. First booked calls typically within 10-14 days.
Optimize
Weekly test matrix. Scale only when CPA holds.
Scale
Once CPA is consistent, we grow on your terms.
Questions we get from every insurance agent before they book
I've tried Facebook ads before and got garbage leads.
My referrals cost me nothing, why would I pay for leads?
Will this work during the quieter months of the year?
What's the minimum ad spend?
How long until I see results?
Do I need a team to handle the leads?
How is this different from buying leads from a vendor?
What if it doesn't work? Am I locked in?
Let's see if the numbers make sense for your setup.
30 minutes. We'll look at your current commission income, your growth target, and show you what a paid campaign could add on top of your referral income, in real numbers.
- What Medicare Joe's results look like for your market and capacity
- A revenue model built around your close rate and policy LTV
- An honest view on whether paid ads make sense for you right now
30-minute call · No sales pitch · No obligation
4.6/5 on Trustpilot · 22 five-star reviews · Google Partner · Meta Verified · Meta Business Partner
