We run cross-sell, referrals, local presence, your newsletter and local ads in GoHighLevel, so your agents have conversations in the slow months. Every campaign reports back to written business.
“I spent over half of my managers' meeting talking about numbers from the attribution report Kevin gave me, and the managers loved it. They loved talking about the actual data and where the business came from. I'd been struggling to find something that kept everyone engaged, and we finally got to a point where these numbers matter to them.”
Matt RuddickAgency Manager, Key Retirement Solutions
Most agencies already pay for a CRM that could run their marketing. Instead it holds half-logged contacts, campaigns nobody can tie to a policy, and automations one former employee understood. AEP arrives, and everyone scrambles again.
AEP in phases, T65 nurture by audience segment, cross-sell to your existing book, and automations that stop messages once someone reaches the goal.
Pipelines, dispositioning, and in-CRM call guides for Medicare and Life conversations, so every agent runs the same qualified call.
A monthly manager report attributing written business to campaigns and agents, with the data gaps named.
Portals, scheduling rules and client journeys connected to your CRM.
Campaign planning, documented processes and playbooks your team can follow without us in the room.
Medicare marketing has rules, and our campaigns are built around them: Scope of Appointment captured digitally before the conversation, required disclaimers in the templates, SMS sent only to contacts with consent, opt-outs honoured automatically, and contacts removed from sequences once they reach the goal. Your compliance team keeps the final say. We make the rules easy to follow.
We've run KRS's marketing end to end since 2024: campaigns, CRM, agent portal and reporting. Every campaign is tagged, so KRS's managers now review written business by source every month.
Our Annual Enrollment Period campaign for the existing book. Phase 1 gets clients ready before the window opens, and Phase 2 runs through enrollment itself. In 2025 a Spanish-language version ran for the Las Vegas office.
A long-running nurture for people approaching 65. Messages are timed to where each person is in their window, and every touch tells us a little more about them.
Introduces additional coverage to current clients. Agents follow up by phone using a call guide built into the CRM.
Goes back to old and stalled leads already in the CRM, finds out who is still in the market, and hands them to an agent.
Every campaign reports into one monthly view: written business by campaign and agent, and where the data is too thin to tell.
| Platform + setup | Lead-gen agency | Kevlex | |
|---|---|---|---|
| What you get | Software and templates | New leads | An operated marketing function |
| Who runs it monthly | Your staff | Them, top of funnel only | Us |
| Reports on | Activity, agent visibility | Lead volume, cost per lead | Written business by campaign and agent |
| Works your existing book | If your staff does it | Rarely | Core of the work |
Seasonal pushes follow the enrollment windows. Evergreen campaigns keep running underneath, so your book hears from you every month.
Campaigns start the conversations. We help your agents make the most of every one.
Hosted for your agency alone. We review last month, walk through what's coming next month, present the print materials for the season, and highlight the habits that move results, like speed-to-lead.
Guides built into the CRM take agents from the hook that opens the call through a conversation that stays compliant. Every call is recorded, so agents and managers can listen back, reflect and improve.
Bought leads go cold fast. Call guides, one-click dispositioning and tracking give your team a clear next step on every lead, and the monthly report shows which lead sources actually convert.
For agents who knock doors as part of their approach, we turn your address lists into routes, so their time goes into conversations rather than planning where to go next.
Ready-made campaigns we set up in your CRM and run alongside your team.
Registrants get email and SMS reminders in the run-up to your seminar, webinar or event, so more of them show up. Afterwards, attendees get a follow-up that moves them towards an appointment, and no-shows hear from you too: “I noticed you signed up but weren't able to make it…”
We schedule the webinar, promote it to your list, and handle sign-ups, reminders and follow-up, so your agents only have to show up and present.
The best referrals are asked for during the sale, but they don't have to stop there. We run campaigns that ask happy clients for introductions and turn them into appointments, and we collect Google reviews to build your reputation online.
A brand makes an impact when it looks strong and shows up the same way everywhere. We design your materials, from print to social, and keep every touchpoint consistent.
You'll leave knowing whether it's worth fixing and what fixing it involves.
We take on a small number of agencies at a time, and Kevin is on every account.
From the first call to the monthly report, and what we need from you along the way.
What we need from you: CRM access, a point person, and agents who log their dispositions. Not on GoHighLevel? We'll tell you on the call what moving involves and whether it's worth it.
In 15 minutes we'll show you, and what it would take to answer that every month.
