For insurance brokers

Qualified insurance leads, booked and ready to quote.

Insurance shoppers want a quote now. We bring qualified prospects to insurance agents and brokers, then have an AI agent gather the details and book the call, so your team only talks to people ready to buy.

Book a Stride Scaling Call See client results
clients served
400+clients served
star rating
4.8star rating
to go live
2-3 wksto go live

Example call conversation between Nora, an AI assistant for Crestview Insurance Group, and a lead named Priya.

  1. Nora (AI): Hi Priya, this is Nora, an AI assistant for Crestview Insurance Group. You asked about bundling auto and home. Is now a good time?
  2. Priya: Yes. My renewal just went up a lot.
  3. Nora (AI): I hear that a lot this year. When do your current auto and home policies renew?
  4. Priya: Auto at the end of next month. Home in the spring.
  5. Nora (AI): Got it. How many drivers and vehicles, and is the home a single-family house?
  6. Priya: Two drivers, two cars, single family.
  7. Nora (AI): Thanks. A licensed agent will compare carriers and walk you through options. I can't promise savings, but they'll show you exactly what's available. Tomorrow at 11:00 AM or 4:00 PM?
  8. Priya: Four works.
  9. Nora (AI): Booked. Have your current declarations pages handy so the comparison is apples to apples.

Booked: Bundle quote review, Tomorrow, 4:00 PM, With a licensed agent.

Speed to lead

In at 7:38 PM. Booked by 7:42 PM.

In this business, the first company to have a real conversation with a lead usually wins. Here's what an AI agent changes on a single lead.

With an AI agent on every lead

Example timeline, based on the conversation above.

4 minfrom first touch to booked

  1. 7:38 PM

    Quote request

    Right after a renewal notice

  2. 7:38 PM

    AI calls

    While they're still shopping

  3. 7:41 PM

    Qualified

    Renewal dates, drivers, home type

  4. 7:42 PM

    Quote call booked

    With a licensed agent

Typical follow-up

7:38 PM lead comes in
15 hours
Next day, 11:00 AM A broker calls back

She already bought online from a direct carrier.

How our speed to lead service works and what the research says about response time.

Lead sources

Wherever your leads come from, they get answered.

Insurance leads lose value by the minute, especially purchased ones. The agent reaches them first.

Where leads come from

Ads, portals, marketplaces and forms all route to the same agent.

  • EverQuote logoEverQuote
  • QuoteWizard logoQuoteWizard
  • SmartFinancial logoSmartFinancial
  • MediaAlpha logoMediaAlpha
  • Facebook logoFacebook
  • Google logoGoogle

Lead generation for insurance agents

Lead generation for insurance agents runs on two tracks. Paid campaigns for your own product lines give you exclusive quote requests nobody else is calling. Purchased leads cost less but are shared with several agencies, so they're worth something only in the first few minutes.

We run both into the same follow-up. Every new quote request gets a call or a text immediately, the agent collects renewal dates, drivers, vehicles and property details, and a licensed agent gets a booked call with the notes already attached. Quotes, coverage advice and binding stay with licensed people.

Consent, quiet hours and insurance leads

Insurance is one of the most regulated places to call and text, and the leads often come from third parties. Before launch we check how consent was captured on every source and where it's recorded, and we don't contact anyone without it.

The agent identifies the agency it's calling for, honors an opt-out the moment someone asks, and respects quiet hours in every state you sell in. It gathers details and books the call; licensed agents quote and bind.

Sound familiar?

Where insurance brokers lose deals.

None of these are lead problems. They're answer-and-follow-up problems, which is exactly what AI agents fix.

  1. 01

    Quote requests go cold within the hour

  2. 02

    Brokers spend the day on unqualified calls

  3. 03

    Renewals and cross-sells get missed

What we report on

The numbers insurance brokers care about.

Your weekly report leads with booked appointments, then shows what moved them.

01
Speed to lead
Seconds from a quote request to the first call. Purchased leads are often sold to more than one agency.
02
Contact rate
Shoppers reached, not just dialed.
03
Quote calls booked
Shoppers who book a call with a licensed agent, with the details already gathered.
04
Quotes to bound policies
Reported back from your agency management system.
05
Renewal conversations
Opted-in customers reached before renewal.
06
Cost per quote call
Lead spend per booked call.

Objections our agents handle

The pushback, handled.

We train every agent on your answers to the questions leads actually ask. These are the three we hear most in insurance brokers.

When a question needs a person, the agent hands off to your team with the full conversation attached.

  • The lead says

    “I'm just looking for the cheapest price.”

    How the agent responds

    The agent acknowledges it and explains a broker compares several carriers at once, then books the review.

  • The lead says

    “Can't you just email me a quote?”

    How the agent responds

    It explains a licensed agent needs a few details to quote accurately, collects what it can and books the call.

  • The lead says

    “I'm happy with my current carrier.”

    How the agent responds

    It asks when they renew and offers a quick check-in before that date, then sets the reminder.

The playbook

What we'd build for you.

Every engagement is shaped on the strategy call, but this is where we usually start with insurance brokers.

01Week 1

Map your roadmap

We look at how leads reach you today and where they leak, then plan the agents, follow-up and pipeline that fit your offer and your brand voice.

02Weeks 2 to 3

Deploy your AI workforce

We build the agents and knowledge base, connect them to your CRM and calendar, and hand your team a system that is already taking calls.

03Days 30 to 60

Optimize and scale

We read the conversations, tune the scripts and add agents and channels as volume grows, with numbers you can check every week.

The follow-up cadence

Follow-up that doesn't give up.

How the agent works a new lead in insurance brokers, from the first minute to the long-term nurture.

  1. 0 minCall

    The agent calls, confirms the line of business and gathers the basics for a quote.

  2. 1 minSMS

    No answer? A text that asks for a good time, without quoting any premium.

  3. Day 1Call

    A second call at a different time of day.

  4. Day 2SMS

    A short check-in with two times for a quote call.

  5. 60 days before renewalSMS

    Opted-in customers get a renewal check-in and a review call offer.

  6. After bindingSMS

    A thank-you, and a question about other lines they might want quoted.

An example cadence. Timing, channels and wording are set with you, and agents only contact leads who opted in.

What we connect to

Plugs into the tools you already use.

Your agents read and write to the systems insurance brokers already run on, so every conversation, booking and note lands where your team works. We handle the setup.

  • AgencyZoom logoAgencyZoom
  • EZLynx logoEZLynx
  • Applied EpicApplied Epic
  • HawkSoft logoHawkSoft
  • AMS360 logoAMS360
Your AI agentsBuilt on StrideOps
  • Salesforce logoSalesforce
  • GoHighLevel logoGoHighLevel
  • EverQuote logoEverQuote leads
  • Microsoft Outlook logoOutlook
  • Google Calendar logoGoogle Calendar

Typical tools in your space. Don't see yours? Ask on the call; most connect through an API.

Client results

Results from Executive Stride clients.

Clients across our industries, on camera and in their own words.

All client results
clients served
400+
clients served
in client results
$10M+
in client results
industries
20+
industries
average rating
4.8
average rating
$220K profit in 2 monthsFranky Shaw, FutrGroupClient
10+ calls a week for 6 monthsJacob Snitman, Burke FinancialClient
37 calls, 13 clients in 3 weeksKas Ghorb, Content RocketClient
15 calls, 3 deals in 2 weeksBharat, Bison MarketersClient
They've consistently been able to help me achieve at least 10 booked appointments on my calendar for both of my businesses separately every week for the last six months.
Jacob SnitmanBurke Financial
I don't usually do testimonials for people but we've been able to generate a tremendous amount of additional monthly income with Executive Stride. Their team is super supportive and basically hand you results on a silver platter.
Franky ShawFutrGroup
I can personally attribute over $20k/mo of additional monthly income to Josh and the team at Executive Stride with their LinkedIn strategies alone. If you're not working with them I don't know what you're doing.
Stephen GomesRealtor Media Leads
Getting leads is fantastic, we have a small team and actually had too much coming in and I had to reel it back a little bit, which is a good problem to have.
Jacob SherrardElvt Marketing Solutions
Since working with Josh and his team at Executive Stride for three weeks, we have been able to book 35 qualified leads and closed 11 leads by using their LinkedIn system
Harshal DewanganDewa Direction
Josh and his team basically helped me generate over 37 booked appointments and 13 new clients, which is mind-blowing!
Kas GhorbContent Rocket

FAQ

Questions insurance brokers ask us.

Anything else, ask us on the call.

Will the agent quote premiums?
No. It collects the details your licensed agents need and books the call. Quotes, coverage advice and binding stay with licensed people.
Can it help with renewals and cross-sells?
Yes. It reaches out ahead of renewal dates and asks about other lines, like adding home to an auto policy, then books a review.
Does it work with purchased leads?
Yes. Purchased leads are worth the most in the first minutes, so the agent calls or texts each one immediately and logs the result in your AMS or CRM.
How do you keep it compliant?
Your team approves the scripts, the agent says it's an AI assistant, and it honors opt-outs and calling hours for each state you work in.
Does it connect to our agency management system?
Usually, for the common systems like AgencyZoom, EZLynx and HawkSoft, or through your CRM. We confirm the setup on the strategy call.
Can it handle several product lines?
Yes. The agent asks different questions for auto, home, life or commercial, and books with the right person on your team.

Campaign playbooks for insurance brokers

Facebook Ads for Insurance Agents

Other industries we scale

Marketing AgenciesCoaches & ConsultantsReal Estate AgentsMortgage Brokers & Loan OfficersHome ServicesRoofing ContractorsBusiness LendingMCA FundersFinancial AdvisorsMed Spas & ClinicsAll industries

Let's fill your calendar this quarter.

Book a call and we'll show you the exact playbook we'd run for insurance brokers.

Book a Stride Scaling Call