Stop Renting Your Lead Generation

Insurance Agency Ads OS is the complete self-paced system for independent P&C agencies that want to create, launch, route, follow up on, and manage their own Meta ad campaigns.

You get the complete Insurance Agency Ads Blueprint plus step-by-step training that shows you how to turn those ads into a working lead generation system inside your agency.

Learn it yourself or hand it to the person on your team who will actually run the ads.

Running an Ad Is Easy. Building the System Around It Is Where Agencies Get Stuck.

Most agencies can figure out how to boost a post.

That’s not an advertising system.

A real campaign has a lot more underneath it.

You need an ad written for the right prospect.

You need the campaign configured correctly.

You need an audience that works within Meta’s restrictions on insurance advertising.

You need a lead form that captures enough information without killing conversions.

You need those leads routed somewhere useful.

Someone needs to know the second a prospect submits the form.

You need a follow-up process.

You need retargeting audiences.

Then you need to look at the results and figure out what to do next.

Miss one of those pieces and you can spend money without knowing where the actual problem is.

Bad ad?

Wrong audience?

Nobody filling out the form?

Leads sitting around for six hours before someone calls?

You don’t know.

So you do what a lot of agencies do.

You hire somebody else.

Then You Have a Different Problem

Now somebody else understands your advertising better than you do.

They have the process.

They know how the campaigns are structured.

They know what’s connected to what.

They send you a report every month with a bunch of numbers on it.

You know how much you paid.

You know how many leads showed up.

Everything in between belongs to somebody else.

When you stop paying them, the knowledge leaves with them.

That’s the problem Insurance Agency Ads OS is built to solve.

Put the Capability Inside Your Agency

You do not need to become a Facebook advertising expert.

Your producer doesn’t need a marketing degree.

And your CSR does not need to spend the next six months watching random YouTube videos about Meta Ads.

Someone inside your agency needs to understand your system well enough to operate it.

Insurance Agency Ads OS gives them that system.

It’s the same process I teach agencies when they hire me for Insurance Agency Ads: Installed.

The difference is how you get it.

Installed gives you my time.

OS gives you the system as self-paced training.

Watch the lesson.

Open your account.

Build that piece.

Move to the next one.

When you’re finished, the work lives inside your agency.

So does the knowledge.

Start With an Ad Worth Running

Everything starts with the message.

Nobody wakes up wanting insurance.

Something happens first.

Their homeowners renewal jumps $400.

They buy a house.

Their teenager starts driving.

They start a business.

Their contracting company starts landing bigger jobs.

Now insurance matters.

That moment is the trigger.

Your job is to put the right message in front of that person while the trigger is active.

That’s why every Insurance Agency Ads OS purchase includes the complete Insurance Agency Ads Blueprint.

You Get the Complete Insurance Agency Ads Blueprint

The Blueprint teaches you how to create insurance ads around the actual reasons people shop.

You’ll get:

• The trigger-based insurance advertising framework
• The three-part insurance ad copy formula
• Problem-Agitate-Solution adapted for insurance
• First-sentence formulas
• Headline rules and examples
• 3 complete insurance ad examples
• The Insurance Ad Copy Generator
• The Insurance Ad Image Prompt Generator
• 8 ready-to-customize image generation prompts

The Blueprint gives you the thinking behind the ads and the tools to make them.

You can write them yourself.

Or use the included prompts with whatever flavor of AI you already like.

ChatGPT.

Claude.

Gemini.

Another AI writing or image tool.

The prompts aren’t dependent on one AI company. The framework is built into the instructions you give the AI.

You provide your customer, market, trigger, line of business, and creative direction.

The prompt handles the structure of the first draft.

You make it sound like your agency.

Now you have something worth putting money behind.

Then OS takes over.

Insurance Agency Ads OS Shows You How to Build Everything Around the Ad

This is where you go from having an ad to having a lead generation system.

The training is broken into sections based on the actual work that needs to happen inside your agency.

You don’t need to sit through hours of theory before touching your account.

Work through the section you need.

Implement it.

Keep going.

Campaign Setup

Open Meta Ads Manager and there are a lot of ways to spend money.

Most of the settings don’t deserve the amount of attention they get.

A few matter quite a bit.

You’ll learn how to structure an insurance campaign, which decisions actually matter, and how the pieces inside Meta fit together.

The goal is not memorizing Ads Manager.

Meta will change the interface anyway.

The goal is understanding what you’re building so you aren’t blindly clicking through settings every time you launch a campaign.

Special Ad Category

Insurance advertising has rules.

Meta restricts targeting for financial products, which changes how insurance agencies need to approach campaigns.

You’ll learn how to configure your campaign correctly and what those restrictions mean for your audience and creative.

This matters because the targeting limitations change the job of the ad itself.

You can’t depend on Meta to find every narrow demographic or interest you might want.

Your copy has to help identify the prospect.

That’s why OS starts with the Blueprint instead of treating creative as an afterthought.

Geographic Audience Setup

Most independent agencies don’t need everybody.

You need people inside the area where you can actually write business.

You’ll learn how to build and save the geographic audiences you need for local campaigns so you’re not starting over every time you want to advertise another line of business.

Set the market up correctly once.

Then reuse it.

Ad Creative

Now you put the Blueprint to work.

Choose the customer.

Choose the trigger.

Write the copy.

Build the creative around the same situation.

A homeowner staring at a renewal increase should see a very different ad than a contractor whose company just landed its largest job.

You’ll learn how to think about that relationship so your image and copy feel like parts of the same campaign instead of two unrelated assets somebody stuck together in Canva.

Lead Form Setup

A click doesn’t pay the bills.

You need the prospect to raise their hand.

You’ll learn how to build the lead form used to capture quote requests and how to think about the information you’re asking for.

Ask too little and your producer has no idea who they’re calling.

Ask for everything on the application and people leave.

The form needs to give your agency enough information to start a useful conversation without turning a Facebook lead form into homework.

Lead Routing

Someone fills out your form.

Now what?

If the answer is “Facebook has their information somewhere,” you don’t have a finished system.

You’ll learn how to move leads out of Meta and into the systems your agency actually uses.

That includes connecting the form through Zapier and routing the information into your CRM or other follow-up process.

Your exact software may be different from another agency’s.

The job is the same.

Get the lead from Facebook to the people who need to act on it.

Speed-to-Lead Follow-Up

Someone requests a quote at 2:17.

They are thinking about insurance at 2:17.

Tomorrow morning is a different situation.

The longer that lead sits, the colder the conversation gets.

You’ll learn how to structure notifications and follow-up so your agency knows when somebody submits a form and can respond quickly.

Call.

Text.

Email.

Use the channels that make sense for your agency.

The important part is having a defined process that starts when the prospect raises their hand.

Retargeting Audiences

Not everybody fills out the form the first time they see you.

That doesn’t make the impression worthless.

Some people watched.

Some clicked.

Some opened the form.

Some interacted with your ad and kept scrolling.

OS shows you how to build retargeting audiences from that activity so future campaigns have a warmer group of prospects to work with.

Now the first campaign isn’t just a one-time event.

It contributes to the next one.

Testing and Campaign Management

Eventually you have to spend money.

Then you need to know what the results are telling you.

This is where agencies can get buried in metrics.

CPM.

CTR.

CPC.

Frequency.

Cost per lead.

Meta can give you enough numbers to make you feel very informed while still having no idea whether the campaign is helping your agency.

OS brings it back to practical questions.

Are people stopping for the ad?

Are they clicking?

Are they submitting the form?

Are those submissions turning into conversations?

Are those conversations turning into quotes?

Where does the process start breaking?

Once you know that, you have a much better idea of what to change.

This Isn’t a Course You Need to Binge

Don’t.

Insurance Agency Ads OS is implementation training.

If you watch the whole thing at 2X speed on Saturday and never open your ad account, you accomplished nothing.

Take the section you’re working on.

Watch it.

Open the account.

Do the work.

Then continue.

Starting from scratch?

Work through it in order.

Already have campaigns running but your lead routing is a mess?

Go there.

Have a marketing employee who is going to own the system?

Give them OS and let them implement it as they work through the training.

The finish line isn’t the last video.

The finish line is a system your agency can use.

Here’s What You’re Building

By the time you’ve implemented Insurance Agency Ads OS, the goal is to have:

• A properly structured Meta advertising account
• Geographic audiences you can reuse
• A trigger-based process for creating campaigns
• Ad copy and creative you can produce internally
• Lead forms built to capture quote opportunities
• Lead routing connected to your agency
• A defined speed-to-lead follow-up process
• Retargeting audiences collecting activity
• A process for testing campaigns and reading results
• Someone inside your agency who knows how the entire thing works

That’s very different from “I took a Facebook ads course.”

You built something.

And You Can Use It Again

This is where owning the system starts to matter.

Your first campaign might target homeowners whose premiums increased.

Then homebuying season picks up.

Run a homebuyer campaign.

You decide you want more contractors.

Build a contractor campaign.

Your personal lines team wants to target families adding teen drivers.

Build around that trigger.

You don’t need to hire somebody every time you have a new idea.

The underlying system is already there.

New customer.

New trigger.

New creative.

Same operating system.

Give OS to the Person Who Will Actually Run It

You don’t have to be that person.

In fact, a lot of agency owners shouldn’t be.

If you have someone on your team who handles marketing, operations, lead generation, or business development, they can work through Insurance Agency Ads OS.

Now they have a process to follow instead of being told:

“Hey, can you figure out Facebook ads?”

They learn how the system works while they build it inside your agency.

You can still understand what’s happening without becoming the person responsible for changing creative on Tuesday afternoon.

That’s a much better use of the owner’s time.

Blueprint or OS?

This part is simple.

If you want to make better insurance ads, get the Insurance Agency Ads Blueprint.

It teaches the trigger-based advertising framework and gives you the examples and AI prompts to create the copy and images.

If you want to run the entire advertising system inside your agency, get Insurance Agency Ads OS.

And don’t buy the Blueprint separately.

It’s included with OS.

OS starts with the ad and then teaches you what happens next.

Campaign.

Audience.

Form.

Routing.

Follow-up.

Retargeting.

Testing.

Management.

The whole system.

OS or Installed?

There are two ways to get the system.

Choose based on how much of my time you want.

Insurance Agency Ads OS

You get the complete system as self-paced training.

You or someone on your team works through it and implements everything inside your agency.

This is for agencies that are comfortable following a process and doing the implementation themselves.

Insurance Agency Ads: Installed

You rent my time.

I work directly with you or the person on your team who will operate the system.

We get into your actual accounts and work through the implementation together while I teach you what we’re doing and why.

You’re paying for access to me, my judgment, and my help applying the system to your specific agency.

Same underlying system.

Different delivery.

If you can implement from training, buy OS.

If you want me in the room, buy Installed.

Who This Is For

Insurance Agency Ads OS was built for independent P&C agencies writing personal lines, commercial lines, or both.

It’s a good fit if you’ve tried paid advertising and never really understood what was happening underneath the campaign.

It’s a good fit if you’re tired of paying vendors while remaining dependent on them.

It’s a good fit if you have someone inside the agency who can run advertising but needs a process to follow.

It’s a good fit if you’ve figured out how to make ads but haven’t connected the campaign, form, routing, follow-up, retargeting, and testing pieces.

And it’s a good fit if you simply want your agency to understand and own a lead generation channel instead of renting one forever.

If you want somebody else to manage your advertising every month, this isn’t that.

OS teaches your agency how to operate it.

You Don’t Need to Become a Marketing Agency

That’s not the goal.

You’re still running an insurance agency.

You don’t need to chase advertising trends.

You don’t need to spend all day inside Meta Ads Manager.

You don’t need to know everything a professional media buyer knows.

You need one repeatable system that can take you from:

“We should run an ad for this.”

To:

“The campaign is live, the leads are coming into the agency, the follow-up is happening, and we know what we’re looking at.”

That’s what OS is for.

Stop Renting What Your Agency Can Own

Lead vendors have their place.

Marketing agencies have their place.

There will always be things worth outsourcing.

But if paid advertising is going to become a real lead source for your agency, someone inside the building should understand how it works.

You should know what you’re spending money on.

You should own the accounts.

You should own the audiences.

You should own the process.

And you should be able to run the next campaign without starting from zero.

Insurance Agency Ads OS gives you the system to do it.

You get the complete Insurance Agency Ads Blueprint.

You get the self-paced implementation training.

You build it on your schedule.

And when you’re done, the capability stays inside your agency.

Get Insurance Agency Ads OS

Build the advertising system once.

Teach someone inside your agency how to operate it.

Then use it every time you have another reason to go find business.

Want Me to Walk You Through It Personally?

Insurance Agency Ads: Installed is the same underlying system taught directly to you or someone on your team while you implement it inside your agency.

You rent my time. We work through your actual setup together.