Start here
Outbound
Growth Pilot
$2,000/month
Introductory rate · Four-month engagement
Build and evaluate the outbound system, then decide whether to continue.
- Audience, infrastructure and campaign setup
- Managed outreach and interested-reply routing
- Opportunity tracking and monthly review
Standard ongoing rate: $3,000/month. Continuing after the four-month pilot is optional.
Ongoing outbound
Outbound
Acquisition System
$3,000/month
Standard ongoing management
For agencies with producers ready to follow up on new quote opportunities.
- Managed audiences, sending infrastructure and campaigns
- Automated acknowledgment and producer routing
- Testing, opportunity tracking and monthly reporting
Outbound + content + creative
Full Growth
Partnership
$4,500/month
Broader marketing support
Everything in outbound, plus the content and creative prospects see when they look you up.
- 4 SEO articles, 12 social posts and 1 client newsletter each month
- Google Business Profile support and inbound-source reporting
- Quarterly photography, averaging about 70 delivered photos per session
Fees shown above. Campaign capacity, software/data/domain/inbox allowances and any separate charges are confirmed in your written proposal before you commit. No guaranteed lead or policy count.
The details, when you need them.
Compare what’s included
On smaller screens, swipe the comparison to see all three programs.
Pilot timing and what changes afterward
Month 1: establish the audience, infrastructure, messages and handoff. Months 2–4: launch as sending readiness allows, monitor the response and refine the campaign. At the end, review audience fit, opportunity quality and producer follow-through together.
The pilot is a four-month engagement at an introductory rate of $2,000/month. There is no obligation to continue afterward. If you choose ongoing management, the standard rate is $3,000/month, with the scope and terms agreed before continuation. Higher sending volume or more leads are not automatically included.
Responsibilities, content and approvals
We manage campaign operation, interested-reply acknowledgment and routing, tracking and the monthly report. Your agency confirms appetite and insurance-related copy, assigns a producer for follow-up and records quote, bind and revenue updates.
The partnership’s 12 social posts are the total per month across agreed channels. Content approval schedules and photography dates are agreed with your agency. Website implementation is scoped separately.
Costs, ownership and ongoing terms
The proposal records planned capacity, tool and data allowances, and any separate costs. The agreement defines control or ownership of domains and inboxes, data and creative rights, tracking records, any ongoing minimum term, cancellation notice and offboarding arrangements. The four-month pilot does not automatically renew into an ongoing program. If you choose to continue, the ongoing terms are agreed separately before continuation.