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CAMPAIGNS, PITCHES – INSURANCE company

Devin Brooks to Client Takeover Student Mastermind


20 hrs ·
All right all right.
On the insurance thing again. June Chang this might be helpful for your campaign as well.
Spoke with my guy. He wants to offer a free quote for auto insurance. The problem is, the free quote form has
to go through his company's form, which means there's no way to put it on a landing page, so there's also no
way to track FB traffic and have retargeting data. This also means no way for me to track the amount of leads
coming in, and no SMS or email automation (boo).
Basically it's just FB advertising with no way to track ROI. BUT: I thought maybe I can implement some kind
of quick landing page that would then take them to the quote page. Because my client doesn't have his own
website, I thought maybe this could be a way to get people to know his business a little more (short but sweet).
It would be kind of like an educational thing that has another call to action to finish the quote process. The
issue with this is that I still have NO WAY of tracking who actually fills out the form.
Second option is to just offer a free consult on auto insurance, which will go through the whole standard
campaign process, but does not have the pizazz of being able to get a quote online. So...

 Devin Brooks Throwing in the towel.

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o · 20h
 Devin Brooks All hope is lost.
 Danny Tran Let me ask some other agency guys what they’re doing in the insurance space
o Devin Brooks Okay thanks. I was thinking I might be able to add the free quote online thing as the second
incentive and possibly in the email automation sequence. That way he gets both options.
 Danny Tran I love the creativity here but this wouldn’t be a good strategy for a long term client. Basically you
wouldn’t be able to track any of the results you’re bringing them so it’ll be impossible to prove your value
o · 20h
o Devin Brooks Yup exactly. Which is why I thought maybe combine the two: have the free consult be the lead
generator, but have the free online quote as the second incentive. It would be the same thing as asking a lead to
"call-in" or "schedule-now" on the confirmation landing page. By that point I'll already have the tracking
information for the leads, so it doesn't really matter if they do the online quote or not, right?

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 Eleanor Wong I'm in the insurance line as well and I'm currently running a campaign for free quotes. I transfer the
qualifying questions to a messenger bot instead of a page. I'm testing using both the FB lead form and a messenger
bot.

The issue is, the owner has to have someone capturing the information and keying it into the system. My volume is
still manageable so I've been able to use this strategy. I know it's not really what Danny does but I tried innovating
on my own and so far it has been working for me. Hope this helps.

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