Insights for insurance agencies.
Live-transfer leads, agency growth playbooks, and what we are learning as we build AI-native lead management for agencies.
Reducing Cost Per Acquisition in Insurance Sales
Lower your cost per acquisition without cutting lead spend: improve close rate, fix speed-to-lead, kill weak sources, and protect persistency.
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Getting Started With Truvo IQ
A practical walkthrough of Truvo IQ: set up multi-state campaigns, schedule lead delivery, assign Owner/Admin/Agent roles, and read call analytics from day one.
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How AI Is Changing Insurance Agency Sales
AI is reshaping insurance agency sales: smarter lead scoring, faster call analysis, automated coaching, and real-time routing. Here's what's real and what's hype.
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CRM and Dialer Best Practices for Agencies
Set up your CRM and dialer to close more: clean lead routing, disposition discipline, speed-to-lead automation, and the integrations that prevent leaks.
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Training Agents to Work Live Transfer Leads
Train insurance agents to close live transfer leads: master the first 30 seconds, control the call, handle objections, and use call analytics to coach faster.
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Call Recording and QA for Insurance Agencies
Build a call recording and QA process that lifts close rates — what to score, how to coach from real audio, and how to turn recordings into a feedback loop.
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How to Scale Your Insurance Agency
Scale your insurance agency without burning out: build repeatable processes, hire and structure a team, manage lead flow, and track the metrics that matter.
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Final Expense vs. Medicare vs. Auto: Picking Lead Types
Compare final expense, Medicare, and auto insurance lead types by close rate, sales cycle, and seasonality to pick the right leads for your agency.
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Insurance Sales Call Scripts That Actually Work
Build insurance sales call scripts that convert live transfers — a flexible framework for openers, discovery, quoting, and closes your agents can actually use.
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The Insurance Agency KPIs Every Owner Should Track
The insurance agency KPIs that actually predict growth — from cost per acquisition to close rate by source — and how to track them without dashboard overload.
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Designing Insurance Agent Compensation Plans
Build an insurance agent comp plan that drives the right behavior: commission vs. salary, tiered bonuses, retention clawbacks, and what to avoid.
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Calculating Insurance Lead ROI and Cost Per Acquisition
Learn to calculate insurance lead ROI and cost per acquisition the right way — using close rate, commission, and lifetime value to find which sources actually pay.
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Handling Objections on Live Transfer Calls
A tactical guide to handling objections on insurance live transfer calls — scripts for price, timing, and trust that turn warm leads into bound policies.
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Auto Insurance Live Transfer Leads That Convert
How agencies turn auto insurance live transfers into bound policies — qualification, transfer SLAs, agent readiness, rate-shock timing, and the metrics to track.
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The Best Times to Run Insurance Lead Campaigns
Discover the best times to run insurance lead campaigns by day, hour, and season — and how to match lead flow to staffed agent capacity for higher close rates.
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DNC and Consent: What Insurance Agencies Must Know
How the National Do Not Call Registry, internal DNC lists, and consent rules apply to insurance agencies — and how to scrub, suppress, and document contact.
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Speed to Lead: Why Seconds Matter in Insurance Sales
Speed to lead decides whether insurance leads close or die. Learn why seconds matter, how to measure response time, and how to build a floor that answers instantly.
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Working ACA Health Insurance Leads
How agencies should buy, route, and convert ACA health insurance leads — subsidy qualification, enrollment windows, compliance, and the metrics that matter.
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How to Hire Insurance Producers Who Close
Hire insurance producers who actually close: where to source them, how to screen for sales instincts, what to test in interviews, and how to onboard fast.
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Live Transfer vs. Shared Insurance Leads
Live transfer vs. shared insurance leads: a side-by-side breakdown of cost, close rate, competition, and cost per acquisition to help agencies buy smarter.
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Running Multi-State Insurance Lead Campaigns
A practical guide to running multi-state insurance lead campaigns: licensing, time-zone routing, compliance, and per-state performance tracking that scales.
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TCPA Compliance for Insurance Agencies
A practical TCPA primer for insurance agencies — consent, autodialers, quiet hours, and revocation rules that shape how you work leads and live transfers.
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Using Call Analytics to Close More Insurance Deals
Learn how insurance call analytics reveals what's killing your close rate and how to use call data to convert more live-transfer leads.
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How to Convert Live Transfer Insurance Leads
A tactical playbook for closing live transfer insurance leads: opening scripts, qualifying fast, handling objections, and tracking close rate by source and agent.
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How to Buy Quality Insurance Leads
Learn how to buy quality insurance leads that close: vet vendors, choose live-transfer over shared aged leads, and protect your cost per acquisition.
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What Are Live Transfer Insurance Leads?
Live transfer insurance leads connect agents to a pre-screened, interested prospect on a live call. Learn how they work, what they cost, and who should buy them.
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Medicare Leads and Your AEP Strategy
How agencies should plan Medicare lead buying, staffing, and compliance around the Annual Enrollment Period to turn a Q4 surge into year-round revenue.
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Final Expense Leads: A Complete Agency Guide
A practical guide to buying, routing, and closing final expense leads — contact cadence, agent skills, persistency, and the metrics agencies should track.
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