More leads. Better follow up. Built for insurance agents.
The Agency Pro is a boutique marketing agency that fills your pipeline and gives you the CRM to follow up and close. Built by industry experts who do this every day, with real support from the owners.
A boutique agency, on purpose.
Most agencies hand you a login, a stack of training videos, and good luck. Others send your work overseas and hope for the best. We do neither. The Agency Pro builds and manages everything, and you can always reach us.
You talk to the owners.
We answer your questions, build your system, and manage your campaigns. No account managers, no ticket queues, and no outsourcing to international VAs.
Weekly support calls.
Every client can join our weekly support calls. Bring your questions, your leads, and your numbers, and we work through them live.
A community that makes you better.
Our private Discord puts you in a room with other agents running the same playbook. Share what is working, borrow what you have not tried yet, and get answers fast.
Everything you need to generate, follow up on, and close leads.
Facebook Ads
Exclusive leads from campaigns built and managed for insurance agents.
Google Ads
Be there when buyers search. Campaigns built to capture people who are ready to talk.
Custom CRM Setups
The TAP CRM, customized around how you work, with automated follow up and appointment tracking.
Custom Websites
A fast, professional site that builds trust and gives every visitor a clear next step.
Running ads with us? Your campaigns plug into the TAP CRM, so every new lead is followed up on right away.
See it before you decide.
Book a demo and we will walk you through the system, the support, and what it looks like to work with us.
We set it up. You sell.
We do not hand you a login and wish you luck. We build your CRM, launch your campaigns, and customize as we go, so your time goes to talking with people.
- Your CRM is built and customized for you
- Your campaigns are built, launched, and managed
- Follow up runs automatically, so no lead goes cold
- We show you how to work the leads
- Tracking continues after the appointment, all the way to the sale
- We keep improving it as you grow
We do not stop at the appointment.
Most systems quit once a lead books. Our automation keeps going. After each appointment you fill out a quick survey on how it went, and the system takes it from there.
Then, based on your answers, we either…
Back in the dialing pool
The lead goes right back into your follow up, so nobody slips away.
Removed completely
They come out of your list, so you stop spending time on dead ends.
Sold Policies pipeline
They move to your Sold Policies pipeline, and you track your sales from there.
We have campaigns in place to nurture every new client. We can even add direct mail automation through Mailbox Power.
Built for insurance agents. Open to any business.
Whatever you sell, you need a steady stream of leads and a system that follows up on them. That is what we build, for insurance agents first and for any business that runs on leads and appointments.
See everyone we helpLife Insurance
Lead generation and follow up for general market life agents.
Veterans Life Insurance
Campaigns, messaging, and follow up built around the veteran market.
Medicare
Campaigns and follow up built for Medicare agents.
Health Insurance
Reach people shopping for coverage, and follow up fast.
Final Expense
Ads and automation built for final expense agents.
Any Business
Not in insurance? We build ads, a CRM, and websites for any business that runs on leads and appointments.
How it works.
Book a demo
Pick a time on the calendar. We show you the system and answer your questions.
We build it
We set up your CRM, your campaigns, and everything that connects them.
You launch, we stay close
Leads start coming in, you start working them, and we support you on calls and in Discord.
Support you can actually reach.
This is the part other agencies cannot copy. When you sign up with The Agency Pro, you are in constant communication with us.
Private Discord
A direct line to us, plus every other agent in the community.
Weekly calls
Live support calls for all clients. Bring your questions and your numbers.
A real community
Agents running the same playbook, sharing what works and helping each other win.
Hear it from agents who work with us.
Frequently asked questions.
Do I need the TAP CRM to run ads with you?
Yes. Every ad campaign we run connects to your TAP CRM. That is how new leads get followed up on right away and tracked from the first click to a booked appointment.
What types of insurance agents do you work with?
Life insurance, veterans life insurance, Medicare, health insurance, final expense, and more. If you sell insurance, we can help. We also build ads, a CRM, and websites for businesses outside insurance.
Who will I actually work with?
You work directly with us, the owners of The Agency Pro. We do not outsource to international VAs, and we build your system ourselves.
What support do I get after I sign up?
You get a private Discord with direct access to us, weekly support calls for all clients, a training library, and a community of agents running the same playbook.
Who owns the leads?
You do. Your ads run inside your own ad account, so the leads are exclusive to you and you own everything. If you ever want to go it alone, you take it all with you.
Do you sell or resell leads?
No. We never sell or resell leads. We build a proven system for you, and every lead comes from your own ads.
Can I get a website or a CRM setup without ads?
Yes. Custom CRM setups and custom websites are available on their own. Book a demo and we will point you to the right fit.