For independent and captive insurance agency owners
More booked quote calls. Every ad tied to the policies you write.
Neyo runs your ads, follows up with every quote request right away and books the quote call. A strategist who knows the agency business manages it and answers for quote calls and written policies, not clicks.
Book a call- Home and auto bundleGoogle SearchPolicy written$3,840
- Ad click
- Instant reply
- Quote call
- Written in HawkSoft
- Contractor liabilityMicrosoft AdsQuote call booked$2,600
- Term life policyMetaApplication sent$540
- Business owner's policyGoogle SearchQuoted$1,900
Annual premium from HawkSoft
01 · The problem
Most agency marketing stops at the quote.
What most agencies do
Buy quote leads, ask clients for referrals, and run a few ads judged by clicks and cost per lead.
Why it fails
Bought leads often go to several agents at once, so the agent who calls first has the edge. None of it connects to your agency system, so a lead that never answers looks the same as a home and auto bundle.
What it costs you
You keep paying for leads that never pick up, while the ones who wait for a call get quoted by someone else. Clients with one policy may never hear about the rest of what you write, and nobody can say which marketing turned into written premium.
What Neyo does instead
Every ad, reply and quote call is tied to the policy it produced in your agency system. Your strategist moves budget toward the campaigns that write policies, and reaches current clients with the coverage they don't have with you yet.
02 · What we run
Everything between the ad and the written policy.
One system, run by software every day and managed by a strategist who knows the agency business.
Ads
Google, Meta and Microsoft ads for the lines you want to grow: home and auto, life, and coverage for local businesses.
Landing pages
Pages for each line and each area you serve, built to start a quote or book a call.
Instant follow-up
Every quote request gets a text or email right away, through channels your agency approves, so you reach them before the next agent does.
Booking
Prospects book a quote call at a time that suits them, without the phone tag.
Revenue attribution
Each written policy in your agency system is traced back to the ad that started it, so you see premium by campaign.
Your strategist
Knows the agency business from quote speed to renewal timing, manages the whole system with you and answers for quote calls and written policies, not clicks.
03 · Measurement
How we measure success for insurance agencies.
Every number comes from your agency system and your ad accounts, not estimates. These are the ones your strategist reports on.
Booked quote calls by campaign
How many quote calls each campaign put on your calendar, not how many clicks it got.
Cost per written policy
What you paid in ads for each policy you actually wrote, by campaign and by line.
Written premium by campaign
The premium in your agency system traced back to the ad that started each policy.
Premium for every ad dollar
So you know which campaigns and lines to grow and which to cut.
Policies per new household
Whether new clients bundle or add coverage, so you see which campaigns bring in your best accounts.
Time to first reply
How fast new quote requests hear back, before another agent calls them.
04 · How it works
From first call to written policies in three steps.
- 1
Connect your agency system and ad accounts
We connect Neyo to Applied Epic, HawkSoft or AgencyZoom during setup, so every written policy is traced back to the ad that started it. Your ad accounts and data stay in your name.
- 2
We launch and run it
Your strategist builds the plan around the lines you want to grow and the states you're licensed in. The platform runs the ads, the follow-up and the booking.
- 3
You see written premium by campaign
See quote calls, written policies and premium for every campaign, straight from your agency system.
05 · Comparison
How Neyo compares for insurance agencies.
| AI-only marketing tools | Typical agency | Neyo | |
|---|---|---|---|
| Who runs it | You do, inside the software | An account team that also serves other clients | The platform, every day, managed by your strategist |
| Who answers for results | Nobody | An account manager, once a month | A strategist who knows the agency business |
| What counts as success | Clicks and form fills | Clicks, calls and cost per lead | Quote calls, written policies and premium in your agency system |
| New lead follow-up | Not included | Left to your producers | A text or email right away, then a booked quote call |
| Knows your business | No | Sometimes | Built around quote speed, renewal timing and cross-selling |
Who runs it
- AI-only marketing tools
- You do, inside the software
- Typical agency
- An account team that also serves other clients
- Neyo
- The platform, every day, managed by your strategist
Who answers for results
- AI-only marketing tools
- Nobody
- Typical agency
- An account manager, once a month
- Neyo
- A strategist who knows the agency business
What counts as success
- AI-only marketing tools
- Clicks and form fills
- Typical agency
- Clicks, calls and cost per lead
- Neyo
- Quote calls, written policies and premium in your agency system
New lead follow-up
- AI-only marketing tools
- Not included
- Typical agency
- Left to your producers
- Neyo
- A text or email right away, then a booked quote call
Knows your business
- AI-only marketing tools
- No
- Typical agency
- Sometimes
- Neyo
- Built around quote speed, renewal timing and cross-selling
06 · Questions
Questions agency owners ask us.
Who owns the ad accounts and the data?
You do. Your ad accounts, tracking and customer data stay in your name, and you keep all of it if you ever leave.
Is this the same as buying leads?
No. The ads run in your own accounts, so every quote request comes only to you, not to other agents. You see what each campaign costs and the policies it led to.
Can you target by age or zip code?
Not always. In the US, Meta puts many insurance ads in a special ad category for financial products, which rules out targeting by age, gender or zip code. We follow each platform's rules and reach the right households through what they search for, the states you're licensed in and your own client lists.
Do you work with captive agents?
Yes, within your carrier's marketing rules. Every ad is approved by you, and by your carrier if it reviews agent marketing, before it runs.
What do you need from me to start?
Access to your agency system and ad accounts, the lines you want to write more of, and a kickoff call with your strategist.
What does it cost?
It depends on your goals, your market and your ad spend. We walk through the options on the call.
07 · Book a call
Book a 30-minute call.
Four quick questions, then pick a time. We'll look at where your quotes come from today and show you how Neyo would run your marketing.
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