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The Kevlex blog

Marketing operations for insurance agencies, written down.

How we plan campaigns, set up CRMs and report on written business for US agencies. Practical, and specific to Medicare, Life and retirement.

An agency owner in an armchair highlighting a printed client list, with a laptop on his knees
FeaturedCampaigns

How to cross-sell your existing book of business

How to cross-sell your existing book of business: has X, not Y filters, agent-vetted lists, a one-question first text, batches and appointment setting.

Kevin Beeftink · 11 min read
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Latest articles

Three colleagues around a table sorting coloured sticky notes, with a laptop and coffee
Campaigns

Insurance lead sources compared: 5 options for agencies

Insurance lead sources compared for independent agencies: bought leads, T65 mail, seminars, cross-selling your book and reactivation, with cost and effort.

· 12 min read
An insurance agent on the phone with a tablet, standing next to a park bench and a young tree
Agency operations

Speed to lead: why insurance agency leads go cold

Speed to lead for insurance agencies: why leads go cold before anyone calls, how to mystery-shop your own response time, and how to fix the causes.

· 11 min read

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