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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.
11/29/2019 · 6 min read
Insurance agents apply Natalie Jill's playbook by rejecting limiting stories about market and leads, reverse-engineering daily habits from a specific book-size goal, building a personal brand publicly with consistent storytelling, and protecting sleep, movement, and nutrition as performance levers.
11/11/2019 · 7 min read
Host a virtual summit of 20 local experts (realtors, CPAs, attorneys, planners) on a topic your ideal client cares about. Each speaker promotes to their list, you capture every email, and each speaker becomes a warm COI who owes you exposure, not the other way around.
10/07/2019 · 6 min read
Insurance agents who lead with their product get ignored on social media. Agents who lead with their real personality, daily work, and genuine expertise build audiences that generate referrals and inbound leads. Post consistently as a human being. The insurance part earns trust once you have attention.
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.
09/02/2019 · 6 min read
Derek Deminski hit 115K Instagram followers by posting short, useful golf tips three to five times a week with local hashtags. Insurance agents can copy this exactly: 30 to 60-second videos explaining coverage gaps, geotagged to your city, posted on a fixed weekly schedule.
08/30/2019 · 7 min read
Sean Kelly's attention playbook for insurance agents: pick one platform where your ideal clients are, post three times a week for 90 days, make every piece educate, entertain, or inspire (not pitch), and respond to every comment inside 24 hours. Pattern interruption plus consistency beats virality every time.
08/26/2019 · 6 min read
Trey Lewellen's four-step funnel framework applies straight to insurance: a hook that stops the scroll, a story that builds connection, a specific offer (not 'free quote'), and an automated follow-up machine. Most agencies skip three of the four and wonder why internet leads convert at single digits.
08/21/2019 · 6 min read
Content is a positioning strategy, not a marketing tactic. Insurance agents win by guesting on adjacent-industry podcasts, collaborating across audiences instead of competing, and repurposing every conversation into clips, posts, and emails. The compounding plays out over years, not weeks.
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.
06/28/2019 · 5 min read
Build a personal brand that sells without a big ad budget by treating every piece of content as an investment, choosing names and language that trigger emotional response, working from abundance not scarcity, and collaborating with adjacent service providers instead of competing with them.
06/25/2019 · 5 min read
Bobby Stocks built a Two Comma Club business on five marketing pillars: surgically specific targeting, offer-first (the ad is the delivery vehicle), relentless testing with fast kills, layered social proof at every funnel stage, and reinvesting profit into education every month. Stop running generic ads; build offers.
06/04/2019 · 6 min read
Tracking five lead metrics turns marketing spend into a scalable system: cost per lead by source, contact rate within 5 minutes, quote-to-bind ratio, 12-month retention, and lifetime customer value. The numbers tell you which sources to scale and which to kill.
05/21/2019 · 6 min read
Dan Herrenbruck runs an $18M book in Florida without writing home insurance. He writes 500 new items a year just to maintain the book, funded by always-on marketing, service-driven retention without the bundle anchor, and hiring run like a marketing funnel.
05/09/2019 · 6 min read
Run an agency the way DAC runs Fortune 500 brands: own local search before anything else, treat brand as every digital touchpoint, integrate paid and organic, and track three numbers (cost per lead, cost per acquisition, retention). Data without action is expensive trivia.
04/04/2019 · 6 min read
Broadcast media teaches insurance agents to lead with the audience's problem (not the product), bring personality, post consistently, and adapt content to each platform. Mark Jeffrey grabs attention in three seconds from a traffic helicopter. The same discipline closes social media leads.
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.
04/01/2019 · 6 min read
Agents who thrive after going independent shift from product seller to problem solver, from managed to self-directed, and from brand borrower to brand builder. They also build a strategic-thinking practice, a morning routine, weekly metrics, and a regular mental reset, before the captive mindset eats them alive.
03/24/2019 · 5 min read
Preston Schmidli left captive for independent only after he built a digital marketing engine, carrier relationships, and operating capital first. Independent freedom without systems is chaos. Timing beats courage. Diversify lead sources before any captive-versus-independent decision is even on the table.