Dear Insurance Agent,
Picture this: your calendar is filled with appointments from high-quality leads. You’re no longer scrambling for prospects or spending money on leads that don’t convert. Instead, your marketing machine runs smoothly, delivering the results you’ve always dreamed of.
This isn’t a pipe dream—it’s what happens when you launch ads with intention and expertise. But let’s face it: running ads can be intimidating. The jargon, the setup, the metrics—it’s easy to feel overwhelmed. That’s why we’ve created this crash course.
Today, you’ll learn everything you need to launch successful ad campaigns for your insurance business. From setup to optimization, we’ve got you covered. Ready to take control of your lead generation? Let’s dive in.
Why Ads Are Essential for Insurance Agents
The insurance market is changing fast. Compliance updates and evolving client expectations mean old lead generation methods don’t work like they used to. Running your own ads isn’t just smart—it’s essential.
Facebook ads offer a unique advantage:
- Cost Efficiency: Once optimized, Facebook leads often cost less than purchasing from lead vendors.
- Exclusive Leads: You own the data and control follow-ups.
- Scalability: Start small and grow as you refine your campaigns.
“Agent CRM has made a huge contribution to any sales person’s ability to organize and structure their leads, marketing, and customer relationship management (CRM).” – Craig Bonson
Step-by-Step: Launching Ads That Work
1. Set Up Your Ad Campaign
Inside Agent CRM, go to the Ad Base feature. Follow these steps:
- Choose Your Product: Select the category that aligns with your focus (e.g., Medicare, IUL).
- Use Templates: Start with pre-tested templates designed for high conversion. These include strong visuals, hooks, and CTAs.
- Set a Budget: Begin with $20/day. Facebook will use this to learn your audience.
Tip: Allow the ad to run for at least one week before making changes. Facebook needs time to optimize.
2. Create a Lead Form
Lead forms are crucial for capturing data directly on Facebook.
- Add fields for Name, Phone, and Email.
- Keep it simple to reduce drop-offs.
- Link your privacy policy (included with Agent CRM).
Pro Tip: Avoid overloading forms with too many questions initially. Simplicity increases completion rates.
3. Define Your Target Audience
Use the location feature to include all states you’re licensed in. The broader the audience, the more Facebook can optimize your ads.
- Set Location: Target by state or region, not radius.
- Audience Size: Aim for at least 1 million people.
“My mind is blown by Agent CRM” -Gary Radulski
4. Launch Your Ad
Double-check everything: text, media, budget, and lead form. Once satisfied, hit Launch Ad and let Facebook do the rest.
5. Review and Optimize
Join weekly ad review sessions to fine-tune your campaigns. During these sessions:
- Analyze key metrics like cost per lead and conversion rates.
- Test different visuals, headlines, or CTAs.
- Adjust your budget based on performance.
“This Agent CRM is the best thing I have seen in a while. I have been getting at least one new customer a day.” – Larry Chapman
Overcoming Ad Challenges
Launching ads isn’t always smooth sailing. It takes patience and testing to find your sweet spot. But with Agent CRM, you’re never alone. Our team is here to help, from your first ad launch to scaling your campaigns.
“I’d give Agent CRM a 5-Star review! Every issue that’s occurred the team was quick to help me troubleshoot above and beyond” – Eric Katzenmeier
Take the First Step
Stop wondering and start doing. Here’s how to get started today:
- Sign Up for a Free Trial at www.agent-crm.com.
- Join an Ad Launch Session: Work with our experts to set up your first campaign.
- Attend Weekly Reviews: Optimize and grow your ads with actionable feedback.
Your clients are waiting. Let’s make sure they find you.
To your success,
Alex Branning
President, Agent CRM
