SEO, paid ads, landing pages, email, and content - the digital playbook that produces leads without pay-per-click roulette.
30 episodes from Craig Pretzinger & Jason Feltman, hosts of The Insurance Dudes Podcast
01/17/2024 · 5 min read
Digital alignment runs on three layers, in order: team alignment first, then client experience, then data flow. Process before platform, always. Before buying any tool, write the workflow it serves in one paragraph. If you can't, the tool is a dependency, not a solution.
01/15/2024 · 5 min read
Digital relevance is an ongoing practice, not a destination. Agencies survive change by treating connectivity as a survival requirement: every team member, client touchpoint, and system stays aligned in real time. Audit your formation by mapping one client journey end to end.
11/06/2021 · 6 min read
Internet leads convert on three rules: contact in under five minutes, run a seven to ten touch sequence over two weeks before retiring a lead, and do 60 seconds of discovery before quoting. Most agents skip step two, where attempts four through seven close.
11/04/2021 · 6 min read
Turn keywords into ranking content by building two layers: geo-specific service pages with depth and conversion CTAs, plus educational articles that answer the questions prospects actually search. Publish two pieces a month, maintain your Google Business Profile, and the library compounds.
11/04/2021 · 6 min read
Turn keywords into ranking content by building location-plus-coverage service pages with real depth, question-based blog posts that capture early researchers, and comparison content for active shoppers. Batch quarterly, attach a clear quote CTA, and the library compounds.
11/03/2021 · 6 min read
Build a marketing sanctuary by targeting three keyword tiers: local intent phrases (city plus coverage), problem-based questions prospects type, and long-tail variations. SEO compounds. Paid stops the moment you stop spending. Most local insurance markets are still uncontested.
10/23/2021 · 6 min read
Agents close internet leads with three principles: contact every new lead in under five minutes, run a written seven to ten touch sequence across phone, text, voicemail, and email, and open every first call with three to five discovery questions before any number leaves your mouth.
09/10/2021 · 7 min read
Content marketing makes insurance agents the trusted local expert by answering real client questions on video, email, or LinkedIn with consistency. Pick one channel, commit to a 90-day publishing schedule, and track inbound inquiries to know whether to double down or adjust.
07/08/2021 · 7 min read
Most insurance lead messaging fails because it serves the agency, not the prospect. Bill Rice rewrites voicemails, emails, and texts around what the prospect was feeling when they submitted the form, then runs them across phone, email, and text in a sequence built to surface real conversations.
07/07/2021 · 5 min read
A pipeline that produces bound policies comes down to three variables: source quality, speed-to-contact, and follow-up persistence. Bill Rice of Kaleidico explains why a five-minute response window and ten contact attempts beat cheap leads every time.
03/12/2021 · 8 min read
Run paid traffic for an agency on Facebook and Instagram first, allocate 60-30-10 across cold-warm-hot stages at $15-20/day minimum, track cost per acquired client (not per lead), review monthly not weekly, and only scale after 60 consecutive days of stable unit economics.
03/09/2021 · 7 min read
Win paid traffic for an insurance agency by whispering one specific message to one specific audience, building cold-warm-hot funnel stages instead of running quote-request ads to broad demographics, and serving creative variety so retargeting keeps deepening the relationship.
03/03/2021 · 7 min read
Krista Mashore's full marketing playbook for insurance agents runs on a content ecosystem, four repeatable formats, and a small retargeting budget. Spend ten dollars a day on warm audiences, publish FAQ video and direct-to-camera takes, and the funnel builds itself.
02/28/2021 · 6 min read
Krista Mashore teaches insurance agents to sell by inverting the transaction. Build trust first with authentic video that answers real customer questions, publish consistently, and the close conversation happens at the end of a relationship instead of at the start of a price war.
12/16/2020 · 7 min read
Build a content engine with segmented email sequences, 60-second phone videos answering client questions, an optimized Google Business Profile, and referral asks built into specific client moments. Batch content monthly and repurpose every piece across formats. Consistency beats production quality.
12/14/2020 · 6 min read
Pick one marketing channel and commit to it for 90 days before evaluating. Lead with educational value, not product pitches. Treat brand as the consistent feeling across every touchpoint, not the logo. Systemize referrals by asking at defined moments and telling clients exactly what to say.
11/02/2020 · 7 min read
Advanced agency marketing runs on six strategies: short phone-shot video answering common questions, social proof architecture built from real client claims, a referral ecosystem instead of a single ask, retargeting your site visitors, specific community positioning, and one improved metric per month.
10/28/2020 · 6 min read
Five foundational marketing principles for insurance agencies: clarify identity through a one-week conversation audit, treat story as load-bearing infrastructure, recognize Netflix and Instagram as your real competition for attention, sustain consistency through systems not willpower, and run client experience as marketing.
10/26/2020 · 6 min read
Execute insurance marketing by capturing content from real client conversations, sending a monthly value-first email to your AMS list, building manual audiences for paid ads, and tracking only four numbers: cost per lead, lead-to-quote, quote-to-bind, and 12-month retention.
10/23/2020 · 6 min read
Five marketing moves work for independent insurance agencies: define a single-client avatar at high specificity, position on advisor value not price, run 5 to 12 follow-up touches, optimize a Google Business Profile 90 minutes a month, and build a referral architecture with a defined ask, reward, and tracker.