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06/17/2021 · 6 min read
Profitable insurance Facebook ads need a three-stage funnel (cold for awareness, retargeting for warmed clickers, direct offers and lookalikes at the bottom), 20% budget increases at most every two weeks, creative refreshed every two to three weeks, and ad spend treated as capital allocation, not as cost to minimize.
06/16/2021 · 6 min read
Facebook is intent-free, so insurance ads have to create demand instead of catching it. Justin Thomas's $500K playbook: lead with value before any ask, target specific life events, run many creative variants and kill losers fast, keep ad-to-landing-page message parity, and answer Facebook leads in minutes, not hours.
06/07/2021 · 5 min read
Internet leads work when you call within five minutes, run a five-to-seven touch follow-up across calls, texts, and emails, and measure cost-per-bound-policy instead of cost-per-lead. The leads are not the variable. Speed, persistence, and process are. Agents who blame the channel are losing share to the ones with systems.
05/19/2021 · 5 min read
Modern prospects arrive pre-researched. Update the sales process: start with a strong digital footprint, contact inbound leads in minutes, run a discovery that asks what they've already learned, then fill the actual gaps. Trust is built fast through consultant-level honesty, not scripted objection handling.
04/09/2021 · 5 min read
Four marketing channels move insurance agency revenue: paid digital leads worked inside 4 minutes, social proof content built over months, designed referral asks (not accidental), and retargeting traffic you've already paid for. Track every closed policy back to its source.
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.
11/20/2020 · 5 min read
A TeleFunnel is a phone funnel with five designed stages: a tested hook that buys the first 30 seconds, structured qualification questions, a solve stage matched to prepared scenarios, a scripted close, and a defined follow-up sequence after every unclosed call. Improvised phone sales lose to designed phone sales.
11/18/2020 · 6 min read
Agency marketing wins on conversion infrastructure before acquisition spend. Three rules: first contact within five minutes of every lead, a seven-touchpoint nurture across three channels over 30 days, and message-to-market alignment so first-time homebuyers and small business owners do not see the same generic ad.
11/16/2020 · 8 min read
Measure first, then pick one primary marketing channel and dominate it. Build the website as a sales tool with one clear CTA. Establish local SEO around Google Business Profile, run a basic email program with a renewal sequence, and systemize the referral ask at defined moments. Work the sequence.
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.
10/21/2020 · 8 min read
Build advanced cross-sell value with mortgage partners by working a five-year client arc: homeowners at purchase, life insurance planted in year one, auto cross-sell at setup, umbrella by year two, full coverage review by year three, and referral generation by years four and five.
10/19/2020 · 7 min read
Cross-sell mortgage and insurance by building one or two intentional partnerships with relationship-oriented mortgage pros. Frame the offer around a coordinated client experience, document handoff timing at pre-approval, and review the partnership on client experience, not referral scorekeeping.
10/07/2020 · 6 min read
Nicholas Ayers' updated YouTube ad playbook for insurance agents: custom intent audiences targeting recent searchers, shorter creative built on hook-problem-offer, layered local geo targeting, and retargeting people who already visited your site at a fraction of cold cost.
09/16/2020 · 6 min read
Mitch Dunford built online insurance distribution in the late 1990s before aggregators, comparison engines, or digital lead playbooks existed. His pioneer-era lessons still drive agency results: trust is the primary conversion variable, lead quality beats lead volume, and technology reshapes the agent role instead of erasing it.
09/09/2020 · 5 min read
Build a commercial referral engine by partnering with CPAs, attorneys, payroll providers, and bankers your clients already use. Formalize referral arrangements where compliant. Track every referral in both directions. Qualified inbound commercial leads close at higher rates than any internet lead and cost only your time.
04/20/2020 · 7 min read
Lenders need three things from insurance agents: respond within hours not days, deliver the binder reliably by the date promised, and communicate proactively when there is an issue. Build the relationship before you need a referral. Show up at the mortgage office, listen, then operationalize solutions.
04/03/2020 · 7 min read
Direct mail works for insurance agencies because the mailbox is the channel competitors abandoned. Run targeted lists (homeowner value brackets, vehicle data, renewal windows), test creative with a clear offer, mail three times in 90 days, and track every response on a dedicated number. Frequency plus targeting beats one-off blasts.
12/06/2019 · 7 min read
Bryan Dulaney's Perfect Funnel System for agents: lead with a free coverage guide (not a quote pitch), nurture through a 7-12 email sequence over 3-4 weeks, convert via consultation instead of quote, then automate the referral ask. Owned funnels run $15-$75 CPA vs $100-$400 on aggregator leads.
09/23/2019 · 6 min read
Sandra Gebhart's social media lead machine runs on four components: a content calendar where 80% delivers value and 20% asks for business, a daily engagement protocol of 15 minutes minimum, funnel mechanics with dedicated landing pages and UTM tracking, and weekly review against data. Consistency beats virality.