Lead Generation and Follow-Up for Insurance Agencies

Get more policies from every lead you already paid for

Track what drives bound policies, follow up faster, and bring old leads and past customers back into your pipeline.

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Sales analytics dashboard

Your agency is leaving paid leads behind

1

You know what you spend on ads, but not which campaigns produce quoted and bound policies.

2

New leads get one call or quote, then producers move on while faster competitors follow up.

3

Old leads, dead quotes, and past customers sit untouched in spreadsheets, inboxes, and disconnected systems.

Turn more paid leads into bound policies

Get a connected CRM, lead generation, and follow-up system built around the gaps costing your agency revenue.

01

See which campaigns produce policies

Connect your ad sources, leads, quotes, and bound policies in one view. Put more budget toward campaigns that bring in real business.

02

Keep every lead in follow-up

Use text, email, and AI-assisted follow-up to respond faster and stay in touch after the first call or quote.

03

Put old contacts back to work

Re-engage old leads, dead quotes, and past customers with targeted campaigns that create more opportunities from contacts you already paid for.

Everything your agency needs to turn leads into policies

Insurance CRM Setup

Get a HighLevel CRM built around your lead, quote, and policy process at no extra cost.

Lead Generation

Bring in high-intent prospects and connect every campaign to the leads, quotes, and policies it produces.

Lead Re-Engagement

Reach old leads, dead quotes, and past customers by text and email before buying more lists.

AI Follow-Up

Keep timely conversations going after the first call, quote, or no without relying on producer memory.

Pipeline Reporting

See where leads stand and which ad sources are actually producing bound policies.

Website Support

Fix or rebuild pages that lose inquiries, so more visitors become leads your team can follow up with.

Not sure where the problem is?

Find out where your insurance pipeline is leaking

Take the GrowthStax Insurance Assessment and identify the gaps in your lead generation, follow-up, CRM, and sales process.

Take the Insurance Assessment →

Frequently Asked Questions

Do we get access to the CRM?
Yes. You get a HighLevel CRM subaccount at no extra cost. We set it up around how your agency handles leads, quotes, follow-up, and policies.
Where do we start if we have several problems to fix?
We start with a strategy call and look for the biggest gaps first. That may be slow lead response, old leads sitting untouched, weak follow-up, or ad spend that is not turning into policies.
Can you work with our old leads and past customers?
Yes. We can bring old leads, dead quotes, and past customers into follow-up campaigns by text and email. You may have business sitting in your database that your team has not had time to revisit.
Will AI replace our producers?
No. AI helps with timely follow-up and keeps conversations moving. Your producers still handle the personal conversations, quotes, and policy decisions.
Can you help us generate new insurance leads too?
Yes. We can help you bring in new leads and connect them to your CRM and follow-up system. We also track which lead sources are leading to quotes and bound policies.
How do we get started?
Book a strategy call. We will review your ad spend, lead sources, current systems, and where revenue may be slipping through the cracks. Then we will recommend what to fix first.

Find the Revenue Leaks in Your Agency

Book a strategy call to uncover where leads, quotes, and past customers fall through, then prioritize the systems that help you write more policies.

What we'll cover

  • Review your current lead and sales process.
  • Identify gaps in follow-up and pipeline management.
  • Find opportunities for AI and automation.
  • Discuss how GrowthStax fits your workflow.
  • Map out your highest-impact next steps.
Book a Strategy Call →