Done-For-You Lead Gen for Insurance Agents

We Run the Ads. AI Books the Meetings.
You Just Show Up and Close.

A done-for-you growth system for insurance agents. We run your Meta and Facebook campaigns, our AI qualifies every lead within 60 seconds, and books them directly on your calendar. You stop wasting nights cold-calling and start closing real appointments.

Final expense, Medicare, term life, auto and home, commercial, group health. We handle ad creative, audience targeting, qualification, and booking. You handle the conversation and the close.

Run the ROI Calculator
Meta + FB Ads Managed Direct Calendar Booking 60-Second Lead Response

Cold dials don't pay your mortgage. Booked appointments do.

Most agents lose money on Meta because they buy leads, get them late, and let them go cold. We run the ads and get on the lead in 60 seconds, every time.

What We Run

Meta + Facebook Ads

  • Vertical-specific creative for final expense, Medicare, life, P&C, and commercial
  • Audience targeting tuned for U-65 and 65+ demographics by product
  • Lead form optimization, daily budget management, creative refresh weekly
  • Compliance-aware copy: no medical claims, no SSN capture, TCPA-friendly forms
  • Pixel and event tracking wired to your CRM and AMS for full attribution
What AI Handles

Qualify, Quote, Book

  • First contact in under 60 seconds via voice + SMS, day or night
  • Qualification: age band, product type, current carrier, budget, household
  • Books straight onto your calendar, no human in the loop
  • Confirmation + reminder sequence (24h, 2h, 30 min) to lift show rate above 70%
  • No-show recovery: instant rebook offer + recall within 48 hours

Why Most Agents Lose Money on Paid Leads

Sources: LIMRA, CMS HPMS, MIT Sloan / HBR, Invoca, Meta benchmarks
Median Response Time
42 hrs
Industry avg vs. AI's 60 sec
Qualified-Lead Lift
21x
Contact within 5 min vs. 30
Meta CPL: Final Expense
$8-25
Medicare $15-45, term life $20-60
Show Rate w/ AI Reminders
65-80%
vs. 40-55% no reminders

End-to-End Lead-to-Appointment System

THE PREMIER DFY SYSTEM

FOR INSURANCE AGENTS

We Run It. You Close It.
META + FACEBOOK ADS
Daily Managed Campaigns
AUDIENCE TARGETING
Vertical-Specific Funnels
INBOUND LEAD FORMS
Direct + Lookalike
IVY (CENTRAL AI BRAIN)
Qualify • Quote-Tease • Book • Remind
Lead Funnel
Books Calendar
Pre-Qualified
Show-Rate Boost
No-Show Rebook
Verticals We Run For
Final ExpenseMedicare AdvantageMedicare SupplementTerm & Whole LifeMortgage ProtectionAuto & HomeCommercial P&CGroup HealthACA / U-65Annuities
AD → LEAD → AI QUALIFY → BOOKED → SHOW → CLOSE

Lead-to-Booked Appointment Flow

Meta Lead Form Submitted
AI Calls in 60 Sec
Qualifies Age + Product
Booked on Your Calendar

Sample AI Scripts (Compliance-Tuned)

QUALIFY
"Hi [name], you just requested info about final expense coverage. To get you accurate options, can I confirm your age and whether you currently have any coverage in place?"
Captures age band, current coverage, household decision-maker. Routes 50-85 to final expense, U-65 to ACA, 65+ to Medicare track. Never asks for SSN, banking, or medical conditions.
BOOK
"Perfect. Agent Sarah works final expense in your state. She has Wednesday 2pm or Thursday 10am open. Which works better? I'll text you a confirmation and she'll call you at that time."
Books straight on your calendar from your live availability. Sends SMS confirm + adds to your CRM with full intake notes.
REMIND
"Hi [name], reminder for your call with Sarah tomorrow at 2pm. She'll go over a few options that fit your budget. Reply C to confirm or R to reschedule."
Three-step reminder: 24hr, 2hr, 30min. Confirms or auto-reschedules. Show rate moves from 40-55% baseline (no reminders) to 65-80% with the full sequence.

No-Show & Old-Lead Recovery Flow

Aged Lead Database
AI Multi-Channel Recall
Voice + SMS + Email
Re-Booked Appt

What's Included Each Month

  • Meta + Facebook campaign creation, daily budget management, weekly creative refresh
  • Vertical-specific lead form funnels (final expense, Medicare, life, P&C, commercial)
  • AI voice agent answering every lead in under 60 seconds, 24/7
  • Calendar integration with Google, Outlook, AgencyZoom, Better Agency, or any CRM
  • Confirmation, reminder, and no-show recovery sequences fully automated
  • Pixel and event tracking wired to your CRM for closed-loop attribution
  • Weekly reporting: ad spend, leads, booked appointments, show rate, close rate, ROAS
  • Compliance review: no medical claims, no SSN/banking capture, TCPA-friendly forms

CRMs and AMS We Integrate With

AgencyZoomBetter AgencyRadiusEZLynxApplied EpicHawkSoftNowCertsZywaveSales DialersGoHighLevelGoogle CalendarOutlookZapier

Best-Fit Agent Profiles

Final Expense AgentsMedicare Brokers (T65 + AEP)Term & Whole Life ProducersIndependent P&C AgenciesCaptive Agents Wanting Outside Lead FlowCommercial Lines Producers

Projected ROI Calculator

Plug in your ad spend, average commission, and close rate. We'll show you booked appointments, written policies, and net profit.

Ad Spend

Funnel Rates

Commission

Final expense FYC: $400-$900 (~90-110% of annual premium). Medicare Advantage: $626 first year + $313 renewal (CMS CY2025). Medicare Supplement: $300-$500. Term life: $300-$1,200. Mortgage protection: $400-$1,000. Auto/home: 10-15% new + 8-12% renewal residual. Commercial P&C: $1K-$10K+ per account.

Monthly Funnel Breakdown

Leads Generated139
Appointments Booked63
Showed Up44
Closed (Written Policies)15
Gross Commission$13,781
Net Profit (After Ad Spend)$11,281
ROAS Multiple
5.5x
Projected Annual Commission
$165,375

Let's Build Your Booked-Appointment Engine

30 minutes to scope your ad spend, lead targeting, calendar setup, and show-rate plan.

View Full Demo Page
Important Disclaimers

Results: Lead volume, booked appointment counts, show rate, and close rate are estimates based on historical campaign data. Actual results vary by state, vertical, ad creative, agent licensing, and time of year. Not guarantees.

Compliance: AutoRev does not script medical claims, capture SSN or banking info, or impersonate carriers. Lead forms include TCPA prior express written consent language naming the agent or agency. For Medicare campaigns, AutoRev follows CMS Medicare Communications & Marketing Guidelines (TPMO disclaimer, Scope of Appointment, 10-year call recording retention). Agents are responsible for state licensing, carrier appointment, and CMS / NAIC compliance.

Data Sources: Industry stats compiled from LIMRA, CMS HPMS memos, NAIC, MIT Sloan / HBR speed-to-lead studies (Oldroyd 2007, HBR 2011), Invoca 2024 Insurance Buyer Experience Report, and Meta lead-gen benchmarks. Reflects general trends, not your specific market.

No Guarantee: AutoRev AI does not guarantee any specific number of leads, appointments, or written policies. Success depends on agent licensing, product mix, sales process, and market conditions.