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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.
06/17/2021 · 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.
06/10/2021 · 6 min read
Execute brand by capture, not creation. Note three personality adjectives, voice-memo real client stories as they happen, publish one honest post a week, and measure conversations started, not follower counts. Authenticity compounds. Outsourced voice doesn't.
06/09/2021 · 6 min read
Insurance branding is not your logo. It's the personality, point of view, voice, and emotional hook that make you irreplaceable in your market. Build the brand and price stops being your only differentiator. Skip it and you're a placeholder competing on whoever answers the phone first.
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.
04/09/2021 · 6 min read
Garrett J. White on mindset, marketing, and money: identity beliefs cap the size of the bets you make, apologetic marketing reflects an apologetic story about your value, and revenue is feedback from the market, not a verdict on your worth. Fix the story and the numbers follow.
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.
03/12/2021 · 14 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.
03/03/2021 · 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.
02/26/2021 · 6 min read
Stop competing on price by defining a blue ocean: niche by industry (contractors, restaurants, trucking), by life stage (first-time buyers, retirees), or by service model (premium high-touch). Commit for 12 to 24 months and the referral flywheel beats lead-vendor scraps.
02/17/2021 · 6 min read
Stories close insurance better than statistics because actuarial data activates rational processing while a specific client claim story activates the emotional processing that drives buying decisions. Every working story has a real person, a near-miss tension, and the coverage as the difference. Keep it under two minutes.
01/29/2021 · 6 min read
Real social media presence for an insurance agent is consistent (three posts a week for six months), personal (your face and voice, not carrier graphics), educational (umbrella coverage, post-accident steps, premium changes), and platform-targeted (Facebook for homeowners, LinkedIn for commercial). Results land at month six.
12/14/2020 · 11 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.
11/18/2020 · 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.
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.
