Services
Lead Generation Infrastructure for Insurance at Scale
Everything your agency needs to build, run, and scale a profitable lead generation machine — from ad creative to CRM automation.
Lead Generation System Architecture
Complete end-to-end lead generation infrastructure built for agencies and IMOs. I architect the entire system — ads, funnels, CRM, automation, and distribution — so your operation scales without breaking. The same infrastructure behind 1M+ leads generated.
- Custom funnel architecture for your product lines
- Landing pages optimized for insurance conversions
- Lead qualification, scoring, and routing systems
- Real-time lead distribution to agents
- Lead-to-sale pipeline design for agency owners
- Performance dashboards and reporting
Ad Account Management & Scaling
Hands-on management of high-volume insurance ad accounts across Meta and Google. Currently managing $3M+/month across clients including GOAT Leads and other major agencies/IMOs. I'm the person you hire when you need to go from $50K to $500K+/month.
- Meta (Facebook & Instagram) ad management
- Google Ads management and scaling
- Creative strategy and ad production
- Audience development and testing
- Budget allocation and scaling strategy
- Weekly reporting with P&L context
Marketing Automation & CRM Solutions
I've built GoHighLevel SaaS products (TeleCRM and AgenticPro) that peaked at 450 active recurring users. I build the automation infrastructure that makes lead generation scale — CRM setup, lead routing, follow-up sequences, and agent tools that actually work.
- GoHighLevel SaaS product builds
- CRM implementation and customization
- Automated lead nurture workflows
- SMS, email, and voicemail drop campaigns
- Agent-facing dashboards and tools
- Lead lifecycle tracking and attribution
Custom Platform Development
Full-stack development for insurance lead generation infrastructure. I build custom CRM platforms with Supabase backends, integrate ViciDial and TBI SIP trunks for telecom systems, and create the technical foundation that most marketers can't touch.
- Custom CRM and platform development (Supabase)
- ViciDial and dialer integration
- Telecom systems and SIP trunk setup
- Lead distribution and routing engines
- API integrations and data pipelines
- Full-stack web application development
How It Works
The Process
Strategy Call
We audit your current lead generation, ad accounts, and systems. Then map out a clear plan to scale profitably.
Build & Launch
We architect your lead gen system, set up automation, and launch campaigns. Everything is built to scale from day one.
Optimize & Scale
Daily optimization, weekly reporting, and continuous scaling. We push spend up while driving CPA down.
Who This Is For
I work with insurance agency owners and IMO/FMO leaders who are serious about scaling. This isn't for agents buying 10 leads a day — this is for organizations building lead generation infrastructure.
- → IMOs and FMOs spending $100K+/month (or ready to)
- → Agency owners who've outgrown their current marketing
- → Teams that need systems, not just leads
- → Leaders who think in P&L terms, not vanity metrics
- Monthly ad budget $50K+
- Active agents 25+
- Commitment 6+ months
- Mindset Scale-ready