Free audit
Your lead-engine teardown.
A free insurance marketing audit is a live, 15-minute teardown of where your agency is leaking leads — site speed and conversion, local and organic visibility, AI-search presence, and ad efficiency — with the specific fixes that lower cost per lead. We screen-share our own final-expense dashboard while we do it.
- Where your site loses leads (speed + conversion)
- Your visibility gaps in Google and AI search
- How your cost per lead compares to ours
- The 3 highest-leverage fixes, ranked
15 minutes · no pitch deck · we'll show our real numbers
Request your audit
- 1 · Submit
- 2 · We review your site
- 3 · 15-min live teardown
What the free audit covers
The teardown walks the same five areas we manage in our own final-expense operation, in the order they usually leak leads:
- Search visibility. Where you rank for your line and city, how solid yourinsurance SEO foundation is, and whether your Google Business Profile is winning or losing the local map pack.
- AI-search presence. Whether ChatGPT, Perplexity, and Google's AI results can find and recommend your agency — the GEO/AEO layermost agents haven't touched yet.
- Paid-ads efficiency. If you run Google Adsor Facebook and social campaigns, we look at targeting, creative fatigue, and what your cost per lead says next to our own dashboard.
- Website and funnel conversion. Page speed, mobile experience, and whether yourlanding pages and follow-up path actually turn clicks into booked conversations.
- Compliance-risk flags. The items that quietly kill campaigns and ad accounts: consent language on lead forms (TCPA), Meta's Special Ad Category setup, and Medicare creative that ignores CMS marketing rules. We flag the risks; your compliance counsel makes the call — we provide marketing services, not licensed insurance or legal advice.
What you get vs. what it costs
| What you get | What it costs |
|---|---|
| Live 15-minute screen-share teardown of your funnel | $0 |
| Our own final-expense dashboard, shown on the call | $0 |
| Your three highest-leverage fixes, ranked | $0 |
| A cost-per-lead reality check against a live operation | $0 |
| Obligation to buy anything afterward | None — no contract, no pitch deck |
If the fixes point to work you'd rather hand off, ourproductized marketing programs are priced on the next page — but the fix list is yours either way.
Who is this audit for — and who isn't it for?
This audit is built for licensed agents and agency owners who already have something to tear down — a website, live ad campaigns, or a lead funnel — and want to know where the leaks are before spending more. If you need leads delivered this week rather than an engine that produces them, or you're after licensed compliance advice, there are better paths than this call.
A good fit:
- Agents or agencies with a website or ads live whose cost per lead keeps climbing
- Producers deciding between building their own lead engine and buying leads forever
- Owners comparing marketing vendors who want a second opinion with zero obligation
Not a fit:
- You need leads in hand this week — our sister companygetinsureleads sells them direct, no program required
- You have no web presence or campaigns at all yet — start with a site build, then audit it
- You need legal or compliance sign-off — we flag risks, but that's your counsel's job