Not all insurance agencies are the same, and we don't sell to all of them. This module breaks down the 4 types of agencies and tells you exactly who you're calling.
Works for one carrier. Examples: every State Farm or Allstate office. They wear the carrier's brand. They can't change their CRM, website, or marketing without carrier approval. We don't call these.
Owns their own brand. Sells policies from many carriers (Progressive, Travelers, Nationwide, etc.). Has total control over their tools and marketing. This is who we call. Look for "Insurance Agency" or "Insurance Group" in the company name.
Represents the customer rather than the carrier. Often commercial focused. Larger ones like Marsh and Aon are way too big for us. Smaller commercial brokers (1-100 employees) sometimes fit, but they're not our sweet spot.
Sells specialty insurance products to agents (not to consumers). Examples: Burns & Wilcox. Their customers are agents, not consumers. Skip.
You'll see lots of info on each lead. Here's what tells you "this is the right person."
| Signal | What it means |
|---|---|
| Title is "Owner," "Principal," "Founder," "President" | Decision-maker. Good. |
| Title is "Account Manager" or "CSR" | Service person, not a buyer. Skip. |
| Company name has "Agency," "Group," "Insurance," "& Associates" | Likely independent. Good. |
| Company name is "State Farm," "Allstate," "Farmers" | Captive. Skip. |
| 1-25 employees | Sweet spot. Owner is hands-on. |
| 50-100 employees | Possible. Has decision-makers but slower. |
| 100+ employees | Too big. Has procurement & vendors. Skip. |
Each link opens a YouTube search. Pick whichever video looks best in the results.
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