We build and manage Meta Ad sets written for one thing - life-insurance buyers with money to spend. Zero recycled templates. Everything tailored to your needs.
Bespoke Leads
Every lead qualified in real time with knockout questions, so only serious buyers reach your agents. No more tire-kickers clogging the calendar.
Smart Lead
Qualification
Instant, personalized follow-up across SMS, email, and DMs - system keeps nudging the leads until they reply or book.
Auto Follow-Up
AI schedules qualified prospects directly to your calendar and sends reminders to cut no-shows. No phone tag, no back-and-forth.
Instant Booking
System turns your daily activity into real numbers, so you always know what’s working and what’s bleeding revenue.
Clear Reporting
You can stop guessing with marketing agencies, relying on lead brokers, and managing multiple different tools.
With AgentHive, it's all taken care of.
This is for you if…
-
Your lead flow is inconsistent, but you can sell once you get a real opportunity.
-
You’ve been burned by shared broker leads or vague agency retainers.
-
You want control through simple language, clear reporting, and a system you can actually see working.
-
Lead broker (we’re not selling a list of contacts and walking away).
-
Generic marketing agency charging a monthly fee for "activity & impressions".
-
CRM or a chatbot you have to configure and babysit.
AgentHive is NOT...
The real problem you’ve been dealing with
Before creating this system, we worked with hundreds of insurance agents, and the problem that kept coming up was predictability - especially for independent insurance agencies.
-
Referral-only growth is unpredictable. Some weeks are great, while other are dead.
-
Lead brokers sell contacts, not outcomes. Even when the lead is exclusive, the process usually stops at delivery and then you’re stuck chasing, following-up, and guessing what happened.
-
Even when agencies run ads, the handoff is broken. Leads come in… then replies slow down, follow-up gets inconsistent, and the calendar doesn’t fill like it should.
Our plan was to take the very best out of these three strategies and create a more stable system built for how life insurance is actually sold.
So, what’s exactly our promise?
Lead brokers promise more leads. That’s not us.
We build a predictable path from generating demand to booked sales calls, and show you exactly what’s happening at each step (or where it leaks).
What we offer:
-
Booked appointments with qualified buyers.
-
Speed-to-lead follow-up before they move on or go cold.
-
Funnel visibility (so you can see costs, booking rates, and outcomes end-to-end)
How it works
1) Offer + market fit
We align on the offer you’re leading with (ex: final expense) and the market you sell in (ex: Texas).
Then we map the lead path (what should they do at each step), and define what "qualified" means for your team. Most vendors are vague here. We're not.
We define the pipeline before any traffic hits.
1-on-1 onboarding
Tailored ad strategy for your agency
2) Meta campaign setup
We set up Meta campaigns under Special Ad Category constraints for financial products.
Our approach pairs broad targeting with local creative built for your market. We match real life insurance goals (protect family, cover final expenses, mortgage payoff, income replacement). Next, we launch with a simple structure we continuously optimize.
Custom Meta ads tailored to your audience
Expert campaign management and optimization
Leads with both interest and buying power
3) Lead capture
Prospects opt in either through:
-
High-converting landing page, or
-
Meta Instant Form (inside Facebook/Instagram)
The lead is captured in such a format that it can be tracked and followed up with instantly.
Capture leads 24/7
4) Instant CRM handoff
Every lead automatically goes straight into our sales pipeline system (that you can easily follow). You can see who opted-in, when & where from they came in, and what stage they’re in, even without someone remembering to manually update it.
5) AI speed-to-lead follow-up
The moment a lead opts in, AI follow-up starts across the right channels:
-
SMS
-
Facebook Messenger / Instagram DMs
-
WhatsApp (depending on your setup)
The lead gets an immediate attention without your team having to drop everything. System moves them towards a booked conversation.
This is NOT a classic AI bot that reaches out and immediately asks for a meeting. Our AI is a complex, pre-trained system filled with industry data and your business details. That means it can ask questions, answer, follow up, collect information and lead a conversation like a helpful office assistant who understands life insurance (which leads us to the next step).
PS. 8 out of 10 times, people don’t even realize they’re talking with the AI.
6) Lead Qualification
AI asks the right questions to confirm the fit for your offer and sales process. Prospects are qualified based on the criteria you define (e.g.):
-
Location
-
Needs
-
Budget
-
Health conditions
-
Timing/Urgency
Qualified leads are then routed towards scheduling; while non-qualified are tagged and handled appropriately (nurtured or closed-out) so your agents aren’t wasting any time.
Filters out unqualified leads before they hit your calendar
Focus your time on high-intent prospects
7) Appointments That Book Themselves
When a lead is ready, the system picks the best available time, books them directly on your calendar, confirms the details, and sends you the key info you need before the call. No back-and-forth. No scheduling headaches.
Syncs with your real-time availability
Saves hours each week while keeping
your pipeline full
8) No More No-Shows
Our system keeps everyone on track with friendly reminders via text and email, reducing no-shows and keeping leads committed.
Automated reminders for agents and leads
Fewer cancellations and missed meetings
All managed automatically in the background
9) Reporting Central
What you see (and what we review):
-
Overall spend
-
Cost per lead (CPL)
-
Response time
-
Conversation rate (lead → response)
-
Booking rate (lead → appointment)
-
Qualified vs Unqualified (based on your criteria)
-
Meeting show-up rate and outcome (where available)
10) Optimization loop
What we change: Creative, Opt-in method (page vs form), follow-up logic, qualification criteria, scheduling rules, and budget allocation based on what your life insurance prospects actually respond to.
When: On a regular basis (for testing) or when needed.
Why: Because predictable appointments come from system tuning, not one-time setup.
Auto Growth Plan - What's included
-
Offer + market alignment for your product line
-
Meta campaign creation (compliant structure)
-
Lead capture asset (landing page OR Meta instant form)
-
CRM pipeline setup (stages, tagging, source tracking)
-
Calendar integration for your team
-
AI follow-up + qualification workflow setup
-
Ongoing ad monitoring + optimization
-
Creative iteration (new angles, fatigue management)
-
Budget adjustments based on a real funnel data
-
Lead quality control based on a qualification criteria
-
Speed-to-lead outreach across SMS/DM channels
-
Qualification questions + routing rules
-
Automated booking + confirmations & reminders
-
Nurture sequences for unresponsive leads
-
Reporting Central dashboard access
-
Weekly review of the numbers that matter
-
Clear logs that summarize appointments
Done-for-you setup
Campaign management
Follow-up + Booking system
Reporting + Visibility
FAQs
Is AgentHive a lead broker?
No. Brokers sell contacts. AgentHive runs the full system that creates demand, turns it into booked conversations, and tracks the path end-to-end.
Are leads exclusive?
Yes. They’re generated through your campaigns and your capture flow, never sold to other agents.
Does AI replace my closers?
No. AI handles the repetitive work humans are bad at doing consistently: instant responses, follow-ups, reminders, lead qualification, and appointment booking. Closers close.
What if my target market is small?
Small markets can work, but they require rational expectations and creative management (ad fatigue matters). During the initial consultation we'll tell you if your service area is too tight, should we expand radius, adjust offers, or refine product focus.
What if I already have a CRM?
We can often integrate or mirror key data, but the bigger point is that a CRM alone doesn’t run speed-to-lead, qualification, booking, and reporting automatically. If your CRM can support that cleanly, we’ll map the best path during the consultation.
How fast can we launch?
Typical implementation is fast (days, not months) because setup is done-for-you. Exact timing depends on access to assets, calendars, and compliance inputs.
What if leads don’t reply?
That’s normal at scale. The system is designed to follow up consistently across the right channels, track outcomes, and keep working until they book or opt-out. The goal isn't "instant replies from everyone"; It's consistent booked conversations with real buyers.
What if we can’t handle the volume?
Good problem if you plan for it. We can limit appointment availability, route to specific calendars, and fine-tune qualification rules so your closers aren’t overloaded.
What results should I realistically expect?
Realistic expectations depend on your agency region, products, ad spend, creative format, and how well your team runs the booked calls. We’ll walk you through realistic ranges and show you how those metrics translate into appointments.
What happens if I pause?
If you pause, campaigns stop and traffic stops. The system and tracking remain, but predictable appointments require consistent traffic and consistent follow-up. We’ll outline a clean pause/restart plan so you don’t relaunch blind.
Is this "set it and forget it" system?
No, and that’s a good thing. Predictability comes from weekly insights and ongoing optimization. We don’t disappear after an onboarding.
© 2025 Agent Hive LLC
