Insurance Agency Ads: Installed
You Don’t Have a Marketing Problem. You Have a Control Problem.
Most P&C agencies have tried paid advertising at least once.
They bought leads from a vendor. Hired a marketing agency. Ran a campaign they half-understood and watched the budget disappear. Then decided ads just don’t work for insurance.
Here’s what that story usually leaves out. The ad itself was probably fine. What was missing was everything underneath it. A lead form configured correctly. An audience built around how Meta’s insurance ad rules actually work. A retargeting pool so the second campaign has somewhere to start. A follow-up sequence that fires the moment a form gets submitted.
An ad without that system behind it is just money going to Zuckerberg.
Installed is where we build that system together, inside your account, until it’s working.
What Installed Is
Three working sessions. Recorded. Scheduled around your calendar.
Every session has a specific deliverable and we stay on it until it’s done. You come out of this engagement with a live advertising system your agency owns and can run internally. The recordings go to you when we’re done so you can hand them off to whoever manages your marketing going forward.
What We Build Together
Your Lead Form
A lead form misconfigured at the start poisons every lead that comes through it. We build yours with the Higher Intent form type and SMS verification, structured to capture serious quote requests and route them into your follow-up workflow the moment someone submits.
Your Saved Audience
Meta’s Special Ad Category for financial products removes interest-based targeting from the table. Most agents find that out after their ad gets rejected. We build your geographic saved audience correctly from the start, a forty to fifty mile radius structured so your ad copy carries the targeting weight your audience settings can’t.
Your Retargeting Audiences
A single campaign is a one-time event. A system gets smarter every time you use it. We build retargeting audiences from your ad interactions and form activity so every campaign you launch after this one has a warm pool to pull from. Cold traffic is expensive. Retargeting is how you make the first dollar spent work harder over time.
Your Ad Creative
Insurance is a trigger-based purchase. People buy because something changed in their life, a new home, a new business, a renewal that jumped two hundred dollars. Your ad copy needs to meet them in that moment, in plain language, without gimmicks, and without anything that gets your account flagged. We write copy structured around that reality.
Your Follow-Up Routing
The variable that determines whether a form submission becomes a quote is how fast your agency responds. We connect your lead form to Zapier and route every submission to your CRM with instant notifications. Call, text, and email fire the moment someone fills out the form. That’s the system that makes the ads worth running.
How the Sessions Work
Session one covers ad account structure, Special Ad Category configuration, audience setup, and ad creative.
Session two covers lead form build, Zapier routing, and CRM or AMS connection.
Session three is a live review of the full system. We test everything, fix what needs fixing, and launch.
Some agencies move through this in three weeks. Some take longer depending on schedule and how fast the implementation happens between sessions. The engagement stays open until the system is live.
After sessions end you have thirty days of access to me for implementation questions. If something breaks or your ad gets flagged, you have somewhere to turn.
Who This Is For
Independent P&C agencies writing personal lines, commercial lines, or both.
If your book is primarily life or health this system wasn’t built for your business. If you’re a captive agent, your carrier contract almost certainly restricts you from running your own ads and this engagement won’t change that.
You need to be willing to spend ad dollars during the engagement. We’re launching real ads in a real account and you need budget to test with. Fifty to one hundred dollars a week is enough during the build phase.
The agency owner can attend sessions or send whoever on the team will be running the account day to day. What matters is that the person in the room is the person who’s going to implement.
Installed is designed for agencies that want to own and run their advertising internally. Done-for-you ad management is a different product and a different conversation.
The Investment
$2,000 per agency plus your ad spend.
That covers all three working sessions, the recordings, every template and framework we use during the build, and thirty days of post-session support.
Book a Call
Short call. We’ll talk through your agency, your current setup, and whether this is the right engagement for where you are right now.
If it’s a fit we’ll schedule the first session and get to work.
