Ads for insurance, tax & financial services
Regulated lead gen, where a cheap lead that never closes costs more than an expensive one that does. The work is the account, the form and the follow up, judged on leads that become policies and clients.
Insurance and finance accounts in the portfolio
2 accounts
I inherited this account running at about $91,000 a month and took it to $287,000. $2,010,152.62 through it in seven months across 86 campaigns, against 58.3M impressions, 6.37M people reached and 1,125,284 link clicks at $1.79 a click. Tripling what an account absorbs every month usually means the cost per lead runs away from you. Here it moved about $10.
Two equal seven month windows, mine against the one immediately before it. Read the bottom two rows together: the largest campaign produced fifteen times the leads and paid about $10 more for each one. That is what buying three times the volume costs, and it is the trade rather than a caveat.
A brand new Meta account for a tax mentorship and academy, no pixel history and no past learnings. Two CBO campaigns, one lead form and one webinar funnel, produced 118 form leads in 12 days on $357.50 in spend at $3.03 per lead. 13 of those leads have converted so far.
What changes in your account
Forms that filter
Questions and verification that weed out people who will never buy, so the sales team calls fewer, better leads.
Lead quality fed back to the platform
Which leads were contacted, quoted and closed, sent back to Google and Meta, so the bidding learns what a good lead looks like.
Ads written to the policies
Ads and forms written to Google's and Meta's financial services policies, with the consent and disclosure lines a licensed agent needs.
Every lead answered in minutes
New leads get an instant reply and a follow up sequence through GoHighLevel, because an insurance shopper is usually talking to more than one agent.
Start with a FREE account teardown
Thirty minutes, inside your account, with you watching. No pitch deck and nothing to sign. Here is what happens after you book.
- 01 The 30 minute teardown I go through your account live and you keep the list of what is costing you most, whether or not we work together.
- 02 A written plan within 14 days What is broken, what it is costing you a month, and what I fix first, in that order.
- 03 Tracking fixed in weeks one and two Calls, forms and signed jobs counted properly before any budget moves, so you can see the truth in your own dashboard.
- 04 Results read in weeks three to six Once the bidding has clean signal to learn from. Rolling monthly after that, thirty days notice either way.