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
Social Proof
What Agency Owners Say
I invested in his leads and boom — my business skyrocketed. I went from chasing leads to people scheduling trying to talk to me! Try him out, you will not regret it.
This was the missing link in my business. He could charge more than double what he is now and it would still be extremely valuable.
Jeromy is an absolute marketing genius! He has helped KC Insurance tremendously — he will make a huge difference in your business.
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
Verticals
Lead Generation by Insurance Vertical
FAQ
Questions Agency Owners Ask
Do you only work with insurance agencies?
Yes. Insurance lead generation is all I do — final expense, veterans, mortgage protection, IUL, Medicare, trucker insurance, and Spanish-language markets. That means I already understand the compliance rules, the buyer, and the unit economics of your product lines.
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.