01 · Own it
Everything lives in your accounts.
Your ad account, phone numbers, CRM and data. If we part ways, the system stays.
Client acquisition systems for insurance agencies
Your leads.Your accounts.Your system.
We build the ads, tracking and call handling that bring in new policies, inside the accounts you own. 100% transparent, and yours to keep.
Signal path
Illustrative
1
Ad
2
Call or form
3
Qualified
4
Quoted
5
Bound
Conversions API
EVENT QUALITYDOWNSTREAMOPTIMIZATIONBOUND
00
The system
Own it. See it. Scale it.
One acquisition system, built for the agency that wants to run its own growth.
02 · See it
Every lead, traced.
Each lead and call ties back to the ad and click that made it.
03 · Scale it
Spend on what binds.
Budgets move on cost per bound policy, not cost per lead.
01
Feedback loop
Meta learns from what you send it.
Optimization follows the events you define. If the platform only sees an early action, it cannot learn which prospects became policyholders.
What most businesses send
Clicks, form fills
Meta finds more form-fillers
What we send
Quoted, bound, sold
Meta finds buyers
02
What we build
One system. Three connected layers.
Built in the accounts your agency controls, so the data and infrastructure stay with you.
A
Tracking & Attribution Setup
- Conversions API and offline events from your CRM or agency management system
- Quoted, bound and sold event mapping
- Call tracking that keeps the ad click ID
- One report for cost per quote and cost per bound policy
B
Lead & Call System
- Meta campaigns in your ad account
- Landing pages, forms and consent-based follow-up
- Routing by state, line and hours
- After-hours answering with callback booking
C
Ongoing Media Buying
- Weekly creative tests
- Budget rules based on cost per bound policy
- Monthly review with your team
- Decisions made on downstream outcomes
03
100% transparent
Nothing hidden in our account.
We don't have one.
Ad spend in your Meta account
Every lead tagged to the ad that made it
Every call recorded on your numbers
Every sale tracked in your CRM
If we part ways, the whole system stays with you.
04
How it works
From audit to a closed loop.
A direct build process with clear ownership at every step.
- 01
20-minute call
We learn what you write and where business comes from today.
- 02
Audit
We map your current tracking and find the gaps.
- 03
Build
We build in your accounts. You own everything.
- 04
Launch & manage
We manage on cost per bound policy, not cost per lead.
05
Lines we work with
The signal is universal.
Tracking and signal setup work the same across lines. We’ll tell you up front where our experience is deepest.
01Commercial
02Personal P&C
03Life & Final Expense
04Health & ACA
05Medicare
06
How we work
Principles, not fine print.
Your accounts, your data
We never resell leads.
Trace every number
Every conversion connects back to its source.
No bait ads
No misleading savings or government-style claims.
Compliance by line
TPMO disclaimers for Medicare and carrier ad rules for life.
Say what we don’t know
Clear scope, candid trade-offs and no invented certainty.
Sister company
Just want calls?
Our sister company PolicyCalls sells exclusive inbound Medicare calls, runs a Final Expense agency program, and delivers completed medical alert orders.
Scope before price
Quote after a 20-minute call.
Cost depends on what’s already in place and what you want built.
Start with the system
Tell us what you’re working with.
We’ll review the basics before the call so the conversation starts with your actual setup.
Built in accounts you control
Focused on downstream customer signals
One direct 20-minute conversation
FAQ