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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.
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.
08/13/2019 · 6 min read
Turn cold leads into lifetime clients with Nato Guajardo's relationship marketing system: lead with value not a quote, automate follow-up over 90 days while keeping conversations personal, and measure touchpoints and retention, not just policies sold. 97% of leads aren't ready today, but they buy later if you're still there.
06/04/2019 · 6 min read
Your lead source data is probably lying to you. The five numbers that matter: cost per lead by source, 5-minute contact rate, quote-to-bind ratio, 12-month retention, and lifetime value. Scale what works, kill what doesn't.
05/15/2019 · 6 min read
Internet leads are aggregated, validated, scored, and priced based on conversion data the vendor tracks on you. Speed-to-contact under 60 seconds drives the bind. Exclusive often isn't exclusive. Source quality varies. Ask for source-level data and your own close rate vs other buyers.
05/07/2019 · 6 min read
Nicholas Ayers books insurance appointments on YouTube by answering the exact questions prospects type into search at 11 PM, publishing longer videos with consistent cadence, and putting a direct booking link in every description. Phone camera and clear thumbnails beat studio production.
04/09/2019 · 6 min read
Most P&C agents leave money on the table in flood because the line looks like a low-commission headache. The opportunity: flood policies renew almost universally (lender-required), other agents refer their clients out, and flood becomes the entry point to homeowners, umbrella, and rental cross-sells. Specialize and dominate local search.
04/02/2019 · 6 min read
Preston Schmidli's digital playbook for independent agencies: build content that earns attention by answering the questions prospects Google at 11 PM, integrated funnels that convert traffic into appointments, and tracking that shows cost per bind and lifetime value by source.
