Lead generation for insurance agents, tallied at the desk
Here, lead generation means a single thing: someone calls the office or sends the contact form because a stranger found a card in your drawer. We run lead generation for independent insurance agencies through landing pages, the profile on Maps and search ads, then pin each call and form to the page that produced it.
On this page a lead is only a call or a form, nothing grander. The desk's next move is yours.
What goes in the tally
Two kinds of mark, and nothing else
The drawer is counted when the month closes, and only two kinds of mark are entered: a call to the number a page displays, and a message from the contact form. Visits, clicks and impressions are not leads, and no lead is ever described as a customer.
Every mark is filed beneath the page it came from. That lets you see whether the card for one line, one town or one ad is being opened at the desk. Someone who typed insurance agent near me
and then rang the office is a ring on whichever page they landed on, and we note it there.
Our lead generation comes from three sources: the landing pages and the profile listing that carry the office, the search ads slipped to the front of the drawer for a stretch, along with Strategic Content Assets that add fresh cards. Only four fields sit on the form (name, email, phone number, message), so customer names and financial details never pass through us.
Four sources we file rings and messages under
- Landing pages
A card for one line or one town
A page about a single line of business or a single town you serve, closing with the office phone and the contact form.
- Maps listing
The label on the drawer front
The Google Business Profile, matched to the website, so a listing call gets a row to itself on the sheet, apart from the page calls.
- Search ads
A card slipped to the front
Ads you read first, aimed at your own lines and towns. The spend is your budget, paid to the platform itself.
- Content cards
Fresh cards added over time
Strategic Content Assets answering what people wonder before contacting an agent, each closing with its own phone and form.
What the tally sheet shows
| Mark entered | Filed under | Left off the sheet |
|---|---|---|
| Ring on the office number | The page or listing that displayed it | A call that reached no one at the desk |
| Contact form message | Whichever page held the form | A form submitted empty |
| Callback slot picked | The contact page | A slot that was never picked |
| Ring that started from an ad | That ad paired with its landing page | A visit with no ring and no message |
| Ring from the profile listing | The profile, apart from the website | A profile view on its own |
How we build the tally sheet
Give each drawer entrance its own number
Every page, ad and listing shows a line of its own, so a ring can be filed under the card that earned it.
Write and file the entrances
We draft the landing pages, the ads and the profile wording for you to read, then slip them behind the right tabs.
Count what arrives
Each incoming call and each form message is tallied under its source. The sheet carries no customer name and no financial detail.
Sit down with the sheet
When the month closes we go through the drawer count with you and choose which cards to reword, extend or pull.
What you hand across for lead generation work
- The lines of business you want cards for
- The towns and counties to be found in
- The phone numbers that ring on your desks
- The mailbox that receives form messages
- Whoever lifts the receiver and follows up
- Phrases you want kept off pages and ads
- A monthly ad budget, should search ads join the plan
Three notions about lead generation we correct
Said at the next deskA lead generation plan delivers the agency a list of names.
What the filed page showsNo names are handed over. People call or write the office on their own, and no one is handed a name to chase.
Said at the next deskAny lead already counts as a customer.
What the filed page showsWe count one call or one form as a lead. What it grows into is decided by the people at the desk.
Said at the next deskBuying contact lists will stock the drawer.
What the filed page showsWe buy no lists. Each call and form begins with a person who came across the agency on a page, on the profile or in an ad.
Asked at the desk about the tally
How is a ring matched to its page?
Each page, ad and listing displays its own phone line, so a ring is filed under the card that showed it. No customer details go on the sheet.
Will you set a target for calls and forms?
No. We describe what goes into the drawer and report what was counted. We name no target.
Do you contact the people who reach out to us?
No. How your desk answers and follows up is your business. We stop once the ring or the message arrives.
Can ads sit inside lead generation?
When you choose them, yes. The paid ads page describes how a platform card is added.
Do ads and pages wait for my read?
They do, and for your compliance reviewer's too if you have one. Nothing is filed before that.
Put a tally on your drawer
Tell us which lines and towns to count and where to reach you. The CEO rings at whichever weekday and hour you set on the contact page.
Which lines and towns get the first cards?
Name the lines of business you handle, the towns and counties you want calls from, and any nearby offices that pass people your way. Leave every customer name and every financial detail out of the note.
Slide the first card into the drawer
During a call we can choose the opening cards for the drawer: which line of business goes in first, which towns are added after it, and which plan matches your volume.
Treat the drawer below as a picture; it is no forecast.