Helping Insurance Agencies Generate 25 New Policyholders in 90 Days and Become the #1 Go-To Authority
The Policyholder Pipelineā¢
Turn Old Quotes Into New Policyholders. Generate Reviews & Referrals. Become the #1 Insurance Agency in Your Market.
Why Both New & Established Insurance Agencies Love Our System
8+ New Policyholders Every Month
We reactivate your old quotes, lapsed policies, and cross-sell opportunities to turn past contacts into new policyholders.
Rank #1 on Google & A.I. Search
We use our Local Search Positioning Technology⢠to rank you #1 on Google and A.I. search in your local market.
24/7 Appointment Booking
We handle inbound and outbound calls, texting, emails & social media messages 24/7 to make sure you never miss a quote request.
Done-For-You Qualification & Verification
While booking quote appointments, we qualify and verify intent to make sure they don't waste your time.
& Repeat Policyholders
We contact your policyholder list to generate as many reviews, referrals & repeat business as possible.
Certified and Experienced Team
Over 1000+ Documented Hours of Marketing Training from Industry leaders.
SYSTEM OVERVIEW
The Policyholder Pipeline⢠is our unique done-for-you policyholder-acquisition system for Insurance Agencies.
New Policyholder Sprint
We reactivate your old quotes, lost policies, and lapsed accounts to generate new policyholders from your current contacts.
We Call, Text, and Email Your Contact List to Reactivate Old Quotes and Generate New Policyholders
Example Outreach Messages:
Step 2: Ranking #1 on Google & A.I. Search
Let The Policyholder Pipeline⢠capture high-intent local demand and turn it into new policyholders.
We Attract High-Intent Policy Seekers by Ranking You #1 Everywhere
How Our In-Market Ranking Technology⢠Works:
The Result:
More Inbound Calls, Quote Requests & New Policyholders
Step 3: 24/7Done-For-You Appointment Booking
We handle all inquiries, qualify them, and book quote appointments for you.
We Handle Every Inquiry with 24/7 Coverage + Qualify & Book Quote Appointments
The Result = More Quote Appointments
Step 4: Reviews, Referrals & Policyholder Growth
Let The Policyholder Pipeline⢠capture high-intent local demand and turn it into new policyholders.
We Turn Policyholders into More Reviews, Referrals & Repeat Business
Review Request Example:
Referral Generation Example:
Repeat Policyholder Activation:
ROI Breakdown & Expectations
Month By Month ROI Calculations
Please note the figures below are averages for marketing purposes only, are not a guarantee of results and can vary market to market and client to client.
We Guarantee 25 New Policyholders in 90 Days or Your Money Back
This is hands down the best system to consistently grow your business!
If you use our system and don't get 25 new policyholders in 90 days, we will give you a full refund, as long as the refund requirements in your agreement are met.
Pricing
š Full System Deployment
The Policyholder Pipelineā¢
What's Included:
1:1 Onboarding & Check-In Calls
Dedicated Account Manager
Weekly Reports & Updates
New Policyholder Sprint via Call/SMS/Email Every 2 Weeks
#1 Ranking via Google & A.I. Search Management:
- 100 Point GMB Keyword Search Audit
- Local Competitor Analysis
- Review Management & Generation
- Google My Business Optimization
Done-For-You24/7 Calling, Texting, Emails & Social Messaging
for Inbound & Outbound
- New Policyholder Qualification & Intake
- Policyholder/Inquiry Answering & Support
- Appointment Booking
Done-For-You Review, Referral & Repeat Business Generation
(For Policyholder Contacts)
$997
Billed Monthly
With Guaranteed Policyholders + Cancel Anytime
(Phone Number & Usage Not Included)
Momentum Offer
New Policyholder Sprint
What's Included:
1:1 Onboarding
Dedicated Account Manager
Sprint Report & Outcome Meeting
Done-For-You New Policyholder Sprint via Call/SMS/Email
Done-For-You Review, Referral & Repeat Business Generation
(For Policyholder Contacts)
Done-For-You24/7 Calling, Texting, Emails & Social Messaging