Top challenges we solve
01 Lead quality We tackle lead quality with a measured plan across lead generation & outbound and clear reporting on cost per bound policy.
02 Speed-to-lead We tackle speed-to-lead with a measured plan across custom ai agent development and clear reporting on contact rate.
03 Slow lead response We tackle slow lead response with a measured plan across whatsapp & sms marketing and clear reporting on cost per bound policy.
04 Weak visibility in AI answers We tackle weak visibility in ai answers with a measured plan across search marketing and clear reporting on contact rate.
Our Insurance growth stack
Lead Generation & Outbound A calendar of qualified buyers for insurance, with KPIs tied to cost per bound policy. Explore →Custom AI Agent Development Agents that never clock out for insurance, with KPIs tied to cost per bound policy. Explore →WhatsApp & SMS Marketing The inbox they actually open for insurance, with KPIs tied to cost per bound policy. Explore →Search Marketing SEO + AI Search for insurance, with KPIs tied to cost per bound policy. Explore → AI AGENTS FOR INSURANCE Quote pre-qualification Renewal reminders See AI agent development → COMPLIANCE WE BUILD AROUND TCPA consent Every campaign, message and agent is reviewed against TCPA consent before launch, and your compliance team gets final sign-off on regulated claims.
State DOI rules Every campaign, message and agent is reviewed against State DOI rules before launch, and your compliance team gets final sign-off on regulated claims.
KPIs we track
Baseline set in week 1 Live dashboard, updated daily Reconciled with your CRM Written monthly review KPI 01 EFFICIENCY Cost per bound policy All-in spend divided by the outcome it bought, tracked by channel.
GOAL ↓ Lower is better REVIEWED Weekly SOURCE OF TRUTH Ad platforms + CRM KPI 02 EXPERIENCE Contact rate How quickly and how well every lead and customer gets an answer.
GOAL ↑ Higher is better REVIEWED Bi-weekly SOURCE OF TRUTH Call, chat and helpdesk logs KPI 03 PIPELINE Meetings booked Qualified opportunities created, counted in your CRM and not only in the ad platform.
GOAL ↑ Higher is better REVIEWED Bi-weekly SOURCE OF TRUTH CRM KPI 04 EXPERIENCE Positive reply rate How quickly and how well every lead and customer gets an answer.
GOAL ↑ Higher is better REVIEWED Bi-weekly SOURCE OF TRUTH Call, chat and helpdesk logs Your 90-day playbook
MONTH 1 Audit and foundations Tracking, compliance review and a baseline for cost per bound policy, contact rate. Quick wins in lead generation & outbound.
MONTH 2 Launch the core engine Custom AI Agent Development and WhatsApp & SMS Marketing go live, with quote pre-qualification automated where it fits.
MONTH 3 Optimize and scale Weekly tests, budget moved to what works, and a plan for the next quarter reviewed with your team.
RECOMMENDED BUNDLE Conversational Growth Every Lead Answered in Seconds Explore →Insurance FAQ
It is shaped by TCPA consent and State DOI rules, and by a buyer journey that runs life event → quote search → comparison → agent call → bound policy. We plan around both.
Usually Lead Generation & Outbound, Custom AI Agent Development, WhatsApp & SMS Marketing. The mix depends on your market, budget and goals.
Yes, for quote pre-qualification, renewal reminders. Every agent has human handoff rules and compliance guardrails.
With the KPIs that matter in your industry: Cost per bound policy, Contact rate.
Quick wins usually land in the first 30–60 days; search and content compound over three to six months.
Yes, with location-level reporting and local search programs for each site.
Related industries
SaaS & B2B Tech →
Legal & Law Firms →
Healthcare & Medical →
Med Spas & Aesthetics →