Lead generation01
PAID MEDIACampaigns built to bring demand in.
Facebook and Instagram strategy, campaign setup, creative coordination and ongoing management within the agreed ad account.
Explore serviceBUILT FOR INSURANCE PROFESSIONALSThe lead source
We Build & You Own Your Lead Source.
The lead source
should be yours.
We Build & You Own Your Lead Source.We help independent insurance agents and agencies connect Facebook and Instagram advertising, lead capture, CRM pipelines and follow-up—using client-controlled accounts and data, subject to the service agreement.
For independent agents, growing teams & agencies
SYSTEM BLUEPRINTTLP / 01
From attention to a real
conversation
Connected at every stepBuilt around your accounts and workflow
01 / ATTRACTPaid socialMeta campaigns
02 / CAPTURELead captureForms & funnels
03 / ORGANIZEYour CRMYour customer data
THE NEXT STEPAppointment + follow-up workflow
A system illustration, not a performance report. Scope is engagement-specific.
ONE CONNECTED SYSTEMVISIBLE LEAD FLOWCLIENT-ACCOUNT FIRSTBUILT TO EVOLVE
THE CORE IDEAYou don't need another spreadsheet of names.
You don't need another spreadsheet of names.
You need a way to generate them.
Buying leads and owning an acquisition system are different approaches. We focus on advertising, intake and follow-up infrastructure so you can see where opportunities come from—and build your own process around them.
Why we work this wayWHAT WE BUILD
Four parts. One acquisition system.
Connect the pieces that move a prospective client from an advertisement to your pipeline.
02
LEAD CAPTUREA clear path from interest to inquiry.
Native lead forms and acquisition funnels with useful questions and clear handoffs for your sales process.
Explore service03
CRM SYSTEMSEvery inquiry accounted for.
Pipeline design, lead routing, contact organization and follow-up workflows so your team knows what happens next.
Explore service04
CONVERSIONConnect marketing to conversations.
Appointment paths, response processes and practical reporting to improve what happens after an inquiry.
Explore serviceOne important distinction: advertising spend and third-party software costs are separate from agency service fees. Every engagement begins with an agreed scope.
View all servicesAN OWNERSHIP-FIRST APPROACH
Build on a foundation you can keep.
Good marketing should make your business more capable, not more dependent. Our approach prioritizes transparent access, clear handoffs and business-owned infrastructure, with rights and responsibilities documented in the service agreement.
See the processWHAT WE DESIGN FOR ACCOUNTABILITY BY DESIGN
Advertising account accessKnow where campaigns live and who has permission.
VISIBLELead & customer informationClear data control and export expectations.
DEFINEDCampaign & workflow handoffsSet expectations before work begins.
AGREEDA PRACTICAL PROCESS
Plan it. Connect it. Improve it.
A defined sequence keeps the work understandable and the handoffs clear.
Find the right starting point.
Review your audience, offer, current tools and how your team handles inquiries.
Build the system around it.
Connect campaign planning, creative, forms, tracking and an organized pipeline.
Learn from live activity.
Monitor spend, lead flow and available response data to guide useful refinements.
WHO WE WORK WITH
Built for operators—not spectators.
Insurance acquisition requires thoughtful connections between advertising and follow-up.
Independent agents
Develop a direct acquisition channel you can understand and operate alongside client work.
Growing agencies
Give a team clearer intake, visibility and repeatable follow-up processes.
Other industries, later
The infrastructure model is designed to expand as additional service scopes are validated.
THE IMPORTANT QUESTIONS
Clear expectations are part of the service.
No inflated promises. No mystery around what gets built.
Do I own my leads and ad accounts?+
Our service model is designed for you to own your advertising accounts, campaigns, leads and customer data, subject to the signed service agreement and platform rules. Licensed creative, third-party software and handoff deliverables are identified in that agreement.
Is advertising spend included in your management fee?+
No. Client advertising spend and applicable third-party costs are separate from service fees. Any proposed fees, scope and terms are finalized in writing.
Are you a life insurance provider?+
No. The Lead Plug provides B2B marketing and operational services. It is not a carrier or consumer insurance provider.
Is your AI receptionist available for purchase?+
Not currently. AI reception and advanced telephone automation are future premium offerings under development.
READY TO BUILD?
Request a strategy call Own the system. Not just the next lead.
Let’s talk about the accounts, creative, lead capture and follow-up systems your business actually needs.