How it works
The Premium Growth System.
Done for you, under your business brand, live within five days. Here's how someone scrolling their feed ends up booked into your calendar.
01
Ads under your business brand
We run ads under your business brand to people in the territory you're licensed in. Every ad is written from research into what your clients actually worry about, and nothing goes live until you've approved it.
Summit Ridge Insurance
Sponsored · 🌐
Renewing your mortgage this year? Make sure your family keeps the house, whatever happens. Find out what coverage actually costs in a 15-minute call.
Is your family's home protected?
SUMMITRIDGEINSURANCE.COM
Book your 15-minute coverage review
Illustrative.
02
Built-in qualification
When someone responds, they answer a few quick questions that matter to you: what coverage they want, how much, who it's for and when. Only people who fit reach your calendar.
- Coverage type
- Term life
- Amount
- $500,000
- For
- Me and my spouse
- Age range
- 35–44
- Timeline
- Next 30 days
Illustrative.
03
Contacted in under 60 seconds
The moment they qualify, they get a text from your agency. Questions answered, fit confirmed, and an appointment offered while they're still thinking about it.
Brad · Summit Ridge Insurance
Sent 41 seconds after inquiry
Illustrative.
04
Booked into your calendar
Appointments land straight in your calendar with the prospect's answers attached, and reminders go out automatically to protect your show rate.
Brad's calendar
Thursday
Mortgage protection · Booked
Final expense · Booked
Sarah M. · Term life · $500,000
Married, 2 kids · Mortgage renewal · Video call
Whole life · Booked
Illustrative.
05
Follow-up and your own CRM
Anyone who isn't ready yet stays in follow-up so they come back to you, not whoever called last. Every conversation and outcome lives in a CRM we build and hand over to you.
Summit Ridge Insurance · CRM
Last 30 daysBooked appointments
47
+18%Show rate
81%
Cost per appointment
$62
Contact rate
78%
Booked appointments per week
New inquiries
212
→Contacted
165
→Booked
47
→Sold
19
Follow-up
Illustrative.
Built to put a planned number of booked appointments in your calendar every month. Your number is worked out with you on the strategy call.
A description of what the system is built to do.
60 sec
Maximum time to first contact.
5 days
From signing to live.
1
Advisor per territory.
How you pay
Priced so we only win when you do.
A flat monthly fee
One fee for the whole system. We go through it with you on the strategy call.
Never per lead
Paying per name rewards volume, and volume is how you ended up with a list of people who never asked to hear from you.
Your ad spend stays yours
Ads run on your own Meta account, paid straight to Meta. Plan on $75–100 a day at minimum.
Live in 5 days
Nine steps. Live within five days.
Agency and market intelligence
Before we build anything, we study the people you want in front of you: what they're protecting, what keeps them up at night, and what makes them choose one agency over another.
Emotionally led creative
Ads written from that research, under your business brand, for the product you're leading with. You approve every one before it runs.
Product-specific landing pages
A page built for one product and one kind of client, with questions that filter out people who aren't a fit.
Pipeline build and routing
Your own CRM with the pipeline, routing and notifications wired in, so every inquiry lands with the right person on your team.
60-second contact
Every inquiry gets a text from your agency within a minute, seven days a week. Questions answered, fit confirmed, appointment booked.
Long-term nurture
People who aren't ready yet stay in follow-up, so they come back to you when they are, not to whoever called last.
Sales data feedback loop
We track which appointments turn into written business and point the campaigns at more people like them.
Database reactivation
Contacts you already own, turned into booked appointments at no extra ad spend.
Channel expansion
Once the core system is working, we add the next channel or the next product line.
Compliance
Built for a regulated industry.
Consent on every form
Every inquiry gives express consent before we text or email them, and every message includes a way to opt out, in line with TCPA in the US and CASL in Canada.
You approve every ad
Nothing runs under your business brand until you've signed off.
Your license, your territory
Campaigns only target the states or provinces you're licensed in.
Your carrier's rules come first
Some carriers and agencies restrict independent advertising. We check yours on the first call and tell you if it's a blocker.
No cold lists
Everyone we contact asked to hear from you.
We build these safeguards into the system. You remain responsible for your own licensing, carrier and regulatory obligations.