Stop renting leads. Own a life insurance lead flow from click to issued.
Meta and Google campaigns with consent built in, routing to licensed agents in minutes, follow-up from quote to issued, and ad platforms that learn from issued policies, not cheap leads.
Every workflow tested on demo records before a real lead touches it
One partner accountable for ads, CRM, follow-up and AI
30-minute call · No deck, no pressure · We’ll tell you straight if we’re not a fit
Video coming soonA walkthrough of the life insurance system is on the way.- 5-minute speed-to-lead standard
- Retargeting that brings leads back
- Weekly reporting from week one
- Tested on demo records before launch
- Compliance-aware by default
- Built by a working operator
No borrowed logos. No invented numbers.
Pinnacle Media is a new agency, so we won’t fake a wall of reviews. Here’s what you can hold us to from day one. Client results appear here only once they’re real and approved.
Tested before launch
Every workflow, drip and routing rule runs on demo records before a real lead touches it.
Measured from week one
Weekly reporting on speed to lead, booked calls and cost per stage, pulled from your own accounts.
See the build on the call
We walk you through a live pipeline, drips and KPI homebase on demo records, clearly labeled as demo.
Compliance designed in
CROA, TCPA, DNC, A2P 10DLC and ad-platform special categories are built into the system, not bolted on.
Where life insurance teams lose leads.
- Purchased or shared leads that many agents call at once, with quality that varies week to week.
- Self-generated Facebook leads that don't answer, aren't ready, or were never really interested.
- Quote requests sit for hours and the prospect moves on.
- Quotes go out and nobody follows up on the decision, application or underwriting steps.
- Spam-flagged numbers from high-volume dialing.
- New agents with no daily standard, and no view of dials, contacts, appointments and apps by agent.
- Constant worry about consent, state licensing and carrier ad rules.
Mapped to how your team actually works.
New Leads
Quoting
Application
Client Service
- Meta education funnel (coverage types, term vs. permanent, FAQs, then a quote offer) plus Google Search for active quote searchers.
- Landing page with consent language and a short intake. No health details in the ad form.
- Round-robin routing to a licensed agent by state and product, with a first-call task and a 5-minute standard.
- Drips for quote follow-up, unfinished applications, underwriting reminders, not ready, nurture, anniversaries and referral asks.
- Retargeting and tracking for appointment, quote sent, application submitted and policy issued, so you see cost per issued policy.
- KPI homebase per agent: speed to lead, dials, contacts, appointments, quotes, applications.
- SMS only with documented consent and an approved A2P 10DLC registration.
- Health details and SSNs stay in carrier and e-app systems, not plain CRM fields.
See your life insurance system mapped on a 30-minute call.
We look at your ads, CRM and follow-up, show you exactly where leads leak, and tell you straight whether we’re the right fit. No deck, no pressure.
Five fixes, one system.
- ProblemRenting shared leads with uneven quality.FixYour own Meta and Google campaigns with consent in the form.ResultExclusive leads with source data attached.
- ProblemQuote requests wait hours.FixState and product routing, a 5-minute standard, plus the AI setter on the upgrade.ResultEvery lead gets a fast first touch.
- ProblemQuotes and applications stall.FixDrips for quote follow-up, unfinished apps and underwriting requirements.ResultFewer deals lost between quote and issue.
- ProblemAds optimize for cheap leads.FixRetargeting and tracking for applications submitted and policies issued.ResultSpend follows what gets issued, and you see cost per issued policy.
- ProblemAgents with no standard.FixKPI homebase and a weekly scorecard.ResultYou see who works their leads and coach the reds.
AI Appointment Setter + Quote Follow-up Agent
Responds to new quote requests in minutes, confirms basic intake details and books prospects onto a licensed agent's calendar.
- Calls or emails new leads in minutes (text only where consent and registration allow).
- Follows up on sent quotes and stalled applications, and reminds prospects about exams and requirements.
- Re-engages aged leads.
- Hands off to a licensed agent for advice, product recommendations or binding quotes. It never sells or interprets policy terms.
- Discloses that it's automated where required, and honors stop and do-not-call requests instantly.
Custom-built and tailored straight to you. Trained for 1 month on your own data, checked against your standard, and live only once it meets it.
Built inside the rules, not around them.
General guardrails, not legal advice. You confirm your own obligations with your counsel.
- TCPA: prior express written consent for autodialed, prerecorded or AI-voice calls and marketing texts, stored with timestamp and source.
- National and internal DNC scrubbing and calling-hour limits in the lead's time zone.
- Purchased leads checked for consent language that actually covers your agency.
- Ads identify the licensed agent or agency, run only in licensed states, and route only to agents licensed in the lead's state.
- An approval step for carrier and IMO ad review, with records kept.
- No 'guaranteed approval' claims unless the product is guaranteed issue. Meta special ad category limits respected.
Four steps. Step one takes two minutes.
- 2 minutes
Apply + book
A short application about your business, industry and ad budget, then pick a time.
- 30 minutes
Strategy call
We review your ads, CRM, follow-up and reporting before the call, then map where leads leak and what we’d build.
- Scoped on the call
Build + test
Campaigns, tracking, pipelines, drips and your KPI homebase, built as one system and tested on demo records before launch.
- Weekly, from launch
Launch + report
Go live with a 5-minute speed-to-lead standard, then weekly reporting and tuning. AI agents go live only once they meet your standard.
One connected system, or five vendors who never talk.
A feature comparison, not a price comparison.
| Area | Pinnacle Media | Hiring separate vendors |
|---|---|---|
| Who owns the result | One team, end to end | Each vendor owns one piece |
| Ad clicks tracked to closed deals | Built in: full tracking and retargeting | Often lost between the ad and CRM vendors |
| Speed to lead | 5-minute standard, timestamped in the CRM | Depends on whoever set up the CRM |
| Follow-up | Call + email drips for every stage | Separate tool, separate setup |
| Reporting | One weekly report, ads to closed deal | Several dashboards that don’t agree |
| AI agent | Custom-built for you, trained on your data, wired into the same CRM | Another vendor and another integration |
| Compliance | Designed into ads, drips and calling | Each vendor applies its own rules |
| When something breaks | One call | Finger-pointing between vendors |
The same core packages in every industry.
Scoped after a review of your setup and priced on the call.
Core
The full growth system for teams ready to fix everything after the click.
Setup + monthly · priced on your call
- Meta + Google ads (where allowed)
- Retargeting + weekly reporting
- CRM build tailored to you and your industry
- Spam protection + number health
- All drip campaigns, call + email first
- Team KPI homebase + scorecard
Core + AI Agent
Everything in Core plus a custom AI agent tailored straight to you.
Setup + monthly · priced on your call
- Everything in Core
- Custom AI agent tailored straight to you, fully integrated
- 1-month training on your own data
- Live only once it meets your standard
- Ongoing tuning
- Replaces Core, not added on top
Paid Ads Bundle
Meta + Google ads management on its own.
Setup + monthly · priced on your call
- Full-funnel campaign strategy + creative direction
- Retargeting
- Lead source tracking on every lead
- Weekly reporting
- Meta + Google, managed together
Every package is a one-time setup plus a monthly retainer, quoted on a call once we’ve seen your current setup. Ad spend, software subscriptions (CRM, dispute or data tools) and usage fees (AI, calling) are paid separately in every package.
Straight answers.
How is it priced?
Every package is a one-time setup plus a monthly retainer. It’s scoped after we review your current ads, CRM and follow-up, and quoted on the strategy call, so you pay for the build your business actually needs. Ad spend, software and usage fees are always separate.
Who owns the ad accounts and data?
You do. Campaigns run in your own Meta and Google ad accounts, and your CRM, pipelines, recordings and lead data stay in your business. We work inside them with the access you grant.
Is there a contract?
Yes, terms are agreed in writing before any build starts, and we walk you through them on the call. No surprises after you sign.
How long until we’re live?
It depends on what already exists, so the timeline is set on the call after the review. Every workflow is tested on demo records before launch, and weekly reporting starts your first live week.
Is there a minimum ad spend?
Ad spend is paid directly to Meta and Google, never to us. We ask about your current and planned budget in the application and tell you honestly on the call whether it fits your market and goals.
Do you guarantee results?
No. We don’t promise specific results, timelines, score changes, policy approvals or deal counts. We guarantee the process: tested before launch, measured every week, and reported straight from your own accounts.
How does the AI agent go live?
Each agent is custom-built for you on the Core + AI Agent package. It trains for 1 month on your own data (scripts, recordings, past work), working alongside your team while we check it against the standard you set. It goes live only once it meets that standard.
See what your system after the click should look like.
A 30-minute call to walk through your current ads, CRM and follow-up, and where leads are leaking. No pitch deck, no pressure.