Industry

Insurance lead generation you don't have to share

Shared aggregator leads reach your producers fourth-hand and already price-shopped. A ConviFlo insurance Flo generates exclusive leads from your own paid traffic — qualifying coverage type, renewal window, and current premium at capture, scoring each answer in real time — so ready-to-quote prospects route to a producer while lead-sellers' customers are still waiting for their fifth callback.

Shared leads mean racing four competitors to a dial tone.

Aggregators resell the same lead to multiple agencies, so every deal starts as a price war. Owning your funnel means exclusive leads with attribution to the exact ad that produced them.

Quote requests arrive missing everything a quote needs.

A name and number without coverage type, current carrier, or renewal date means your producer's first call is data entry. Asked in the funnel, the lead arrives quote-ready.

Renewal timing is the buying signal forms ignore.

A prospect whose policy renews in three weeks is in-market now; one who renewed last month is a nurture contact for ten months. Treating them the same wastes producer time on both.

What an insurance Flo looks like

  1. 1

    Coverage type sets the track

    Auto, home, bundle, life, or commercial — slide one branches the funnel and sets the base value, since a bundle prospect is worth a different follow-up than a minimum-coverage shopper.

  2. 2

    Ask the renewal window

    "When does your current policy renew?" is the highest-signal question in insurance. Inside 30 days scores urgent; 6+ months routes to a timed nurture that re-engages before renewal.

  3. 3

    Capture quote-ready details

    Current carrier, approximate premium, and coverage specifics — one slide at a time. The producer opens the lead with everything needed to run a comparison.

  4. 4

    Route in-market prospects to a producer fast

    Near-renewal, higher-premium prospects trigger immediate producer notification; the rest enter renewal-timed drip. Value-weighted events teach the ad platform to find more in-market shoppers.

The math on 100 insurance leads

Say 100 exclusive leads cost $2,200 in ad spend. Sorted by renewal window at capture:

  • 36 renewals 6+ months outTimed nurture, re-engaged pre-renewal
  • 43 in-market, 1–6 month windowProducer follow-up queue
  • 21 renewing within 30 daysRouted to producers same-hour

Frequently asked questions

How do insurance agencies generate their own exclusive leads?

Run Meta or Google campaigns into a qualification funnel you control instead of buying shared aggregator leads. Every lead is exclusive, arrives with coverage details and renewal timing attached, and cost per quote-ready lead is usually competitive with — and often below — shared-lead pricing.

What questions qualify an insurance lead best?

Coverage type, current carrier, approximate premium, and renewal date. Renewal timing matters most: it tells you who's in-market now versus who belongs in a nurture sequence timed to their renewal.

Does ConviFlo charge per lead like aggregators do?

No — every plan is flat-rate with unlimited leads. Scaling ad spend scales your pipeline, not your software bill, which is the opposite of the per-lead model you're replacing.

Maximize the value of every lead.

Score every answer, qualify in real time, and route high-value leads where they convert — so every dollar of ad spend works harder.

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