Dana WhitfieldPrincipal, Whitfield Insurance Group
“We were paying three vendors and still couldn't say which one made the phone ring. Now it's one screen.”
More commission.
Hungry producers.
Most marketing agencies hand you a report full of meaningless vanity metrics. We build a holistic, full-funnel marketing system engineered to make real money. If you have no idea what your marketing company does for you, we can show you on a live call.
Free 30-minute teardown of what you're running now. No deck, no retainer talk.
Diagram: four inbound channels — organic search, AI answers, Google Ads and Meta ads — feed into the LTM routing layer, which tracks each lead and passes it into a four-stage pipeline: new lead, contacted, quoted, then bound.
Marcus ReyesAgency owner, Reyes & Co.
“Speed to lead was the whole problem. Quotes go out the same night now, not on Tuesday.”
Priya RamanProducer, Cornerstone Risk
“First month we bound four policies that would have gone to whoever called back first.”
Tom FeeneyPrincipal, Feeney Insurance
“The X-date campaigns alone paid for the engagement. We'd been sitting on that list for years.”
Alicia BrandtAgency owner, Brandt Benefits
“I finally know what marketing costs me per bound policy. That number changed how we spend.”
Your traffic isn't the problem.
Diagram: inbound traffic from many prospects narrows through the pipeline — new lead, contacted, quoted — down to bound premium.
Four things quietly cost independent agencies more premium than a bad ad campaign ever will.
Leads come in and go cold
A quote request comes in at 9pm on Saturday. Nobody calls back until Tuesday. By then they have three quotes from agencies that answered the same night, and yours is not one of them.
Nobody can tell you what actually worked
The ads report shows clicks. The SEO report shows rankings. Neither one tells you which of the policies you bound last month came from which channel, or what they were worth.
AI answers are absorbing your clicks
Buyers now ask ChatGPT and Google's AI Overview who to call before they ever open a website. If your business isn't cited in those answers, you never enter the running.
Your website was built for you, not its visitors
What you think looks pretty and what actually converts visitors are two different things. Too many sites are built to look good, but not convert.
Our multi-pronged revenue system.
Don't be fooled by lead vendors selling you cheap, shared leads when you can generate your own exclusive leads at a lower cost and better quality.
SEO & AEO
Rank in the map pack for the searches that end in a quote request — and get cited when someone asks an AI model which agency to call in your city.
Google Ads
Buy only the searches with premium behind them. Tight match types, call tracking on every number, and budget pulled off anything that doesn't produce a quote request.
Meta Advertising
Reach people who need coverage but haven't started shopping yet. Offer-led creative, instant lead forms, and retargeting that follows up on your website traffic.
Website Development
Our proprietary, custom-built agentic website builds are the most semantically clean websites in the world. Big claim, but 100% factual. Lightning fast on mobile, and structured around the one action you want a visitor to take. No page builder bloat, no nine-field forms that scare people away.
Workflow & Automation
The follow-up nobody has time for, running on its own: instant text-back on missed calls, quote chase sequences, X-date and renewal reminders, review requests, cross-sell campaigns.
Mission Control CRM
Every call, form and message lands in one pipeline with its source attached — so you can finally see which channel produced the written premium, not just the clicks.
Our proven process for results.
The numbers below are a real sequence — each step depends on the one before it. Nothing gets turned on until the thing that catches the leads is already working.
01
Week 1
We take apart what you're running now
Ad accounts, rankings, AI answer visibility, site speed, call handling, and what happens to a lead after it arrives. You get the findings whether or not you hire us.
02
Weeks 2–4
We build the catch before the traffic
Pipeline, tracking numbers, forms, automated follow-up and the pages that convert get built and tested first. Sending traffic into a leaky system just costs more money faster.
03
Week 5
We turn the channels on
Search, AI answers, Google Ads and Meta go live together, each tagged at the source so every lead that lands in your pipeline says where it came from.
04
Ongoing
We move budget toward what closes
Monthly, we look at written premium by channel — not clicks — and shift spend and effort into whatever is actually producing policyholders.
The people on your account.
The six who build and run the system.
-
Chris Langille
Founder & Lead Engineer
-
Stephanie Cartrett
Lead Creative & Project Manager
-
Patrick Eustis
Operations Director & Lead Support
-
Anthony Cucchi
Discovery, Onboarding & Digital Strategist
-
Kevin Bowers
Infrastructure & Network Administration
-
Max Davis
Digital Strategist
Workflows that seal the deal.
Traffic is only worth what you bind. Every lead we generate lands in one pipeline with its source attached, gets contacted automatically, and stays visible until it's written or lost.
Speed to lead, automated
New quote requests get a text and an email inside 60 seconds, day or night — before the prospect finishes collecting quotes from three other agencies.
Source attached to every opportunity
Calls, forms and chats arrive tagged with the channel, campaign and keyword that produced them, and carry that tag through to the bound policy.
Nothing sits untouched
Quotes that never closed resurface ahead of the prospect's X-date, and existing policyholders come back up for cross-sell instead of dying in an inbox.
Reporting in written premium, not clicks
One monthly view: quote requests, quotes delivered and bound premium by channel, so you can see what each dollar bought.
Results, measured in written premium, not theory.
We report the only four numbers an agency principal actually needs. Every one of them traces back to a named opportunity in your pipeline.
3.4×
More policies bound
Same ad budget, rebuilt intake and automated quote follow-up, measured over six months.
Sample figure
52s
Median speed to first contact
From quote request to a real text message landing on the prospect's phone.
Sample figure
100%
Of leads carry a source
Calls, forms and chats all arrive tagged with the channel and campaign behind them.
Sample figure
41%
Less wasted ad spend
Budget pulled off keywords and audiences that generate calls but never produce a quote.
Sample figure
“We were paying for three vendors and still could not answer the one question that mattered — which of them made the phone ring. Now it's one screen.”
David Carothers Principal, Florida Risk Partners
“The missed-call text-back paid for the whole engagement in the first month. We had no idea how many people were just giving up on us.”
Shawn Fitzgerald Principal, Sound Harbor Insurance
Pay for results, not promises.
If you're tired of getting burned by marketers who over-promise and under-deliver, there's an option for you below.
Foundation
For principals who need the leaks fixed before spending more on traffic.
$1,500/ month + build fee
- LTM CRM & pipeline setup
- Speed-to-lead automation
- Local SEO & Google Business Profile
- Call tracking and attribution
- Monthly written-premium reporting
Growth
Most commonFor agencies ready to buy traffic and hold it accountable to bound policies.
$3,500/ month + ad spend
- Everything in Foundation
- Google Ads & Local Services Ads
- Meta advertising & creative testing
- AEO — visibility in AI answers
- Conversion landing pages
- Renewal, X-date & cross-sell workflows
Market Leader
For multi-location agencies who intend to own the map in every market they serve.
Customscoped per market
- Everything in Growth
- Custom website development
- Multi-location SEO & landing pages
- Advanced workflow engineering
- Dedicated strategist
- Quarterly planning sessions
Straight answers.
How fast will I see results?
Follow-up automation and paid traffic can produce quote requests in the first few weeks, because both act on demand that already exists — people already shopping coverage.
SEO and AEO are slower. Expect meaningful movement in local rankings and AI citations between months three and six. Anyone promising page one in thirty days is either guessing or lying.
What is AEO, and why should I care?
Answer Engine Optimisation. When someone asks ChatGPT, Gemini or Google's AI Overview which agency to call in your area, those systems cite a handful of sources. AEO is the work of becoming one of them — structured data, consistent agency information across the web, and content written the way people actually ask coverage questions.
Do I have to replace my agency management system?
No. Your AMS stays where it is — Applied Epic, AMS360, HawkSoft, EZLynx or whatever you run. The LTM pipeline sits in front of it and handles the part before the policy exists: the lead, the follow-up, the quote chase. Once something binds, the attribution travels with it so you can see which channel wrote the premium.
Do you lock me into a long contract?
We ask for an initial term long enough for the work to be judged fairly — typically six months, because paid channels need data and SEO needs time. After that it's month to month. We'd rather you stay because the reporting makes the case.
Do you only work with insurance agencies?
Most of our clients are independent agencies, and the system is built around how agencies actually sell — quote requests, X-dates, renewals, cross-sell. That is where we do our best work.
We do take a limited number of other local service businesses. If that's you, the mechanics are the same; only the vocabulary changes.
Do you work with my competitors?
Not in the same market. We take one agency per market, because we'd otherwise be bidding against ourselves on the same keywords with your money.
Who actually does the work?
An in-house team. LTM is part of Advisor Evolved, which has been building marketing systems and websites for the insurance industry for years. Nothing is offshored to a content farm.
Generate more than just leads, but real revenue.
Book a strategy call to examine your objectives, and build a battle-tested plan to generate real revenue for your agency. No fluff. No pitch. Just data presented by marketers who've been in the trenches for 15+ years in the insurance industry.
- You get the findings in writing, whether or not you hire us.
- A strategist runs the call, not a salesperson reading a script.
- If we're not the right fit, we'll say so and point you somewhere better.