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11/10/2021 · 5 min read
Win lender referrals by removing friction from their closings, not by dropping off donuts. Be fast on certificates, get the mortgagee clause and dwelling minimum right, and specialize in the kinds of buyers (first-time, flood zone, investor) the lender actually serves. Lead with value to them.
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.
07/12/2021 · 6 min read
The agency owners dominating their markets calculated client lifetime value first, then set their acquisition budget accordingly. A household at $3,000 premium, 12 percent commission, and seven years of retention is worth roughly $2,500 in lifetime commissions. Know that number and spend up to it without flinching.
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.
06/24/2021 · 6 min read
Build insurance-real estate partnerships by understanding each professional's business model, sharing market intelligence proactively, being available for weird-situation calls, and treating year one as investment, not payoff. Pick three partners, not thirty.
06/23/2021 · 6 min read
Real estate is the highest-leverage referral ecosystem for insurance agents because every home purchase requires a policy. Realtors refer the agent who makes them look reliable to their client. Show up with market intelligence, speed, and clear communication.
06/17/2021 · 11 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.
06/07/2021 · 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.
03/03/2021 · 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.
10/21/2020 · 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.