I Build High-Performance Systems That Scale Businesses Profitably.
Whether you're an insurance agency owner scaling customer acquisition past $100K/month or a business owner building the operational systems to maximize efficiency and profit — here is the engine behind $3M+/month in execution.
Powering Lead Generation Across
Receipts
$30M+ in managed Meta spend. 1.19M leads. One operator.
The insurance ad accounts under my management — $30,113,707 spent between Jul 2024 and Jul 2026, producing 1,189,986 leads at a $25.31 average cost per lead.
And $8.1M more on Google.
The Google Ads accounts under my management — $8,102,912 in spend from Nov 2024 to Aug 2026, producing 349,563 conversions at a $23.18 average.
Two Doors to Scale
How We Can Work Together
Whether you are an insurance agency leader scaling paid acquisition or a business owner building scalable operations, every solution is built on financial rigor and operational efficiency.
Insurance Agency Scaling & Client Maximization
I architect high-volume customer acquisition engines for insurance agencies, IMOs, and FMOs. From compliant ad campaigns across Meta and Google to automated lead qualification, real-time agent distribution, and unit economics that ensure profitability.
- ✓ Done-for-you ads management ($50K to $500K+/month)
- ✓ Custom funnel architecture across 6 insurance verticals
- ✓ Real-time lead distribution directly to agent dialers and CRMs
- ✓ P&L-based unit economics (CAC, LTV, agent ROI tracking)
Business Systems & Operational Efficiency Consulting
For business owners who want systems built to make their companies efficient, effective, and significantly more profitable. Combining my Big 4 audit and CFO experience with engineering leadership to remove friction and build self-running workflows.
- ✓ Workflow bottleneck audits & manual friction elimination
- ✓ CRM architecture, data pipelines & pipeline automation
- ✓ Financial modeling, margin optimization & cash flow visibility
- ✓ Communication stack & telecom integration (telephony/SIP)
Watch
See the systems, not just the claims.
Free trainings and podcast interviews where I break down the exact Facebook ads infrastructure behind $3M+/month in managed spend.
More free trainings: Final Expense Telesales Ads (3.1K+ views) · $4 Final Expense Leads (2.7K+ views) · Full channel →
Social Proof
What Agency Owners Say
He helped me get my campaign set up, then continued to help me lower my cost per lead and answer any questions I have. Jeromy gets my highest recommendation.
Hands down our go-to recommendation for Final Expense leads — he kills it with Medicare as well. Leads are booking time on agents' calendars before the agent has even contacted them. Crazy.
Incredible ROI on FB leads. Hands down, no questions asked — best leads I've ever bought.
Read the full reviews — 4× ROI, 11 of 14 leads booked in 2 days, and more →
Straight Answers
Questions Agency & Business Owners Ask
Do you only work with insurance agencies?
No. While insurance customer acquisition and agency scaling is my deepest vertical ($38M+ ad spend, 1.19M leads), I also provide hands-on Business Systems & Efficiency Consulting to growth-focused business owners across industries who need operational workflows, CRM data architecture, and unit economic financial models built to scale profitably.
What size agency do you work with?
I work best with IMOs, FMOs, and agency owners spending $50K+/month on lead generation — or those ready to scale to that level. The infrastructure I build is designed for high volume; below roughly $50K/month, it's usually more than you need yet.
Do you manage the ad spend, or just advise?
Both — it's done-for-you. I architect the system, build the funnels and automation, and hands-on manage the ad accounts. I'm currently managing $3M+/month in ad spend across clients. You're hiring an operator, not a consultant who hands you a slide deck.
Which ad platforms do you run?
Primarily Meta (Facebook and Instagram), where the majority of my $3M+/month runs, plus Google Ads. Every campaign runs inside Meta's financial-services compliance rules from day one.
How much does it cost to work with you?
It depends on scope — whether you need full lead-gen infrastructure, ad management, CRM and automation, or all of it. Rather than quote a generic number, I scope each engagement to your product lines and growth target on a strategy call. Book one here and I'll give you a clear picture.
Download The $3M/Month Ad Playbook
7 strategies I use to scale insurance lead generation for high-volume agencies spending $100K+/month. The exact framework that manages $3M+ monthly.
- ✓ The scaling framework behind $3M/mo in ad spend
- ✓ How to reduce CPA as you increase budget
- ✓ The automation stack that replaces 3 full-time employees
Ready When You Are
Book Your Free Strategy Call
30 minutes. A free audit of your ad account and a clear scaling roadmap — whether we work together or not.
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