Helping Insurance Agencies Generate 25 New Policyholders in 90 Days and Become the #1 Go-To Authority

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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 Technologyā„¢ 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 Pipelineā„¢ 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 Pipelineā„¢ 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 Technologyā„¢ Works:

The Result:

More Inbound Calls, Quote Requests & New Policyholders

Step 3:
24/7 Done-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 Pipelineā„¢ 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

šŸš€ 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-You 24/7 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-You 24/7 Calling, Texting, Emails & Social Messaging

for Inbound & Outbound

- New Policyholder Qualification & Intake

- Policyholder/Inquiry Answering & Support

- Appointment Booking

FREE

Step 1 Only

(Phone Number & Usage Not Included)