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Insurance Lead Capture


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Does this Describe your Challenge: “How do you develop a sustainable in-house lead generation and capture system? A system that controls customer acquisition costs while increasing lifetime customer value through a clearly defined path of upsells, cross-sells and referrals. ”



We provide lead generation service and support to agents and brokers by leveraging the power of Facebook. Our process, The Trifecta Strategy, focuses on two objectives; 1) lowering customer acquisition costs and 2) increasing customer annual/lifetime value and referral tactics using proprietary mobile and social messaging systems. The Trifect Strategy includes;

  • Content Management: Media production and copy writing
  • Paid Promotion: Low cost and high performing Facebook Ads
  • Chatbot Automation: Our “Force Multiplier”, automated Facebook lead capture

AND … you can capture leads from your website, click the Send to Messenger button (be sure to check your Facebook for messages.

social media is a gateway drug

One common social media misconception is that simple broadcast posting will drive traffic, engagement and ultimately leads and sales. This could not be further from the truth! The fact is that social media is just a means to an end, the end game being a one-on-one relationship in which a new customer trusts you enough to do business. The challenge becomes, how do you create enough exposure and deliver enough value that consumers are willing to listen to YOUR message in a “sea of infinite noise” in the social media space.

We deliver value to you so that you can deliver value to potential leads with direct respond mobile marketing. Capturing new leads can be done on your website, with a link, to a purchased list, on your page or from any post on your page. Click the Send to Messenger button to see website capture in action! (be sure to check your Facebook for messages.

Agencies that deliver content and manage ads are a dime-a-dozen, but as of when this page as published 3V was the only agency delivering mobile messaging chatbot automation. Please do not let the term “chatbot” deter you, the benefits of the mobile messaging chatbot “Force Multiplier” are

  • 100% opt-in rate, everyone that clicks the button is captured!
  • Add value to your customers with “smart” customer service and sales features
  • Direct messaging with everyone that opts in, real time unfettered access to leads
  • UBroadcast messaging – Average 80-90% open rates and 40-60% click rates
  • Chatbot integration with CRM, Newsletter or any 3rd party system
  • 5 modes of capture into a chatbot
    • From send message on page
    • From send message on a post
    • From post comments
    • From link/URL
    • From website

The fuel you add to your sales and marketing fire is Facebook Advertising. Instead of traditional poor performing landing pages with 1-3% conversion rates, we combine our “Force Multiplier” Conversation Sales and Marketing and smart mobile messaging technology to increase your conversion rates, open rates and click rates. We know that higher conversion rates, higher open rates and higher click rates means MORE SALES!

What’s does this cost? – We develop a custom content plan, advertising strategy and Smart Mobile Messaging (or chatbot) for each client. Our typical cost is a one time setup and build fee between $299-$499, a monthly management fee from $299 and an initial advertising budget of $150-300 per month. As results are achieved we “learn” from the campaign data and can scale the advertising budget so you can capture even more leads and earn more more revenue.

Click the Send to Messenger button to get started.


PENNIES ON THE DOLLAR: If you are using “Boost Post”, you are likely targeting a largely unrefined demographic, perhaps a potential reach of 50,000 (or more). You might be paying $20 per day to reach 2,000-3,000 relatively untargeted consumers. What if we refined and distilled that potential reach to 1,000 people, the people you REALLY want to reach, then pay only $2-5 per day?

  • Save Money, Facebook ads outperform Mailing Lists
  • Save Money, Facebook ads outperform Direct Mail
  • Save Money, Facebook ads outperform Cold Calling
  • Save a LOT Money, Facebook ads outperform AdWords

5 Focal Points of our Consultation

Audience Brainstorming – A Q&A to probe the demographics and profile of YOUR typical insurance customers or clients. Are you thinking of marketing to a new audience? We can do that, this is the fun part of the consultation where we take a deep dive into your business strategy and help find direction for your ads.
Build a Facebook Audience – Facebook has the most accurate, reliable and current database in the history of mankind. Facebook also partners with 3rd partner data agencies, which extend their dataset to include; Number of credit cards, household income, net worth and much more! We build an audience based upon the audience brainstorming in step 1.
AD CREATIVE – This is CRITICAL, Facebook has many requirements and best practices for ads, such as image sizes and the famous 20% rule! CLICK HERE for the free 3V Facebook Ad Image Guide PDF. If you do not have the time or necessary skills for creating the high quality ad creative, 3V offers ad creative services for $8 – CLICK HERE for more info. CLICK HERE for info on the 20% rule and a tool to test your images for 20% rule compliancy.
AD COPY – Your ad headline and text is CRUCIAL, many people underestimate the importance of this. Make sure you dedicate enough time to draft the right headlines and copy, EVERY ADVERTISER, especially 3V, will advise you to “Split” or “A/B Test” your ads (which is fancy terms for running two different ads at the same time and monitoring/measuring performance). CLICK HERE to download the 3V Headline Swipe File.
PUTTING IT ALL TOGETHER, PUBLISHING THE AD – Watch carefully as we publish our ad in the video! Pay special attention to “Pixels”, “Placements”, landing pages, retargeting, drip campaign, OH, and DO NOT forget to connect your Facebook to your Instagram (HUGE Benefit Here).

THE TAKEAWAY FROM THE 3V FACEBOOK ADS WEBINAR FOR INSURANCE AGENTS AND OFFICES: Facebook created the “Boost Post” feature using the assumption, “People will Press Boost Now Because it’s Easy”. The boost now feature is used by millions of people every day, at $20, $50 or $100+ a pop, Facebook is cashing in, BIG TIME. Gain a competitive advantage over other insurance agencies and agents that are using “Boost Post”. There is a whole world of opportunity out there for creative minds to leverage Facebook Ads, we have only scratched the surface. STOP PRESSING BOOST POST, NOW, empower your agency with the knowledge to spend your ad dollars with confidence that it will actually target, capture, engage and convert new clients!

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Free Consultation


Micro Sales Funnels

3V Tactical & Strategic Services

Sample Micro Sales Funnels


Facebook Image Sizes

Get Now …

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  • Agencies and Agents that are already advertising on Facebook
  • People who press the “Boost Now” button on Facebook
  • Agencies and Agents who are unhappy with their ad performance
  • This consultation is NOT for people without experience or a genuine desire to advertise on Facebook (we are NOT selling Facebook ads)

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  • Knowledge how to define an insurance target audience (segment)
  • Knowledge to build an insurance custom audience (segment)
  • Advanced understanding of Facebook Ad Creative (graphics, images), specifically Facebook Insurance ad creative.
  • Advanced understanding of Facebook Ad Copy Writing, specifically Facebook Insurance ad copy.
  • #KnowledgeIsPower – The understanding how to create ads that reach people you want to reach with a message that puts clients on a path to finding, engaging and doing business with you!



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