We measure what matters to advisors and agents: qualified opportunities, deals closed and revenue generated for every dollar spent. Here are three campaigns, with the numbers straight from the CRM.
We measure what matters to advisors and agents: qualified opportunities, deals closed and revenue generated for every dollar spent. Here are three campaigns, with the numbers straight from the CRM.
Exclusive Meta leads over 18 months at $82.52 per opportunity.
A 4.91% close rate from opportunity to signed client.
From $38,621 in ad spend. Every dollar returned $8.93.
High-intent Google search leads over 12 months.
Average cost per opportunity across the campaign.
From $16,236 in ad spend, a 5.13x return.
Meta lead flow over 12 months at $17.73 per opportunity.
Closed by the agency’s sales team, a 4.44% close rate.
From $13,154 in ad spend, a 5.98x return.
Every practice is different, so we start by finding where your pipeline leaks. Run your numbers in the free Advisor & Insurance ROI Calculator, or apply to work with us below.
Results vary by market and budget. Past results are not a guarantee of future performance.
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