Insurance Lead Gen Systems for Agencies: Scoring, Nurture, and Compliance
Why this replaces consumer insurance posts
US-focused Medicare advantage and quote-chasing articles were off-brand for a Nepal-based marketing consultant. They are noindexed. This B2B guide documents how agencies should build lead systems for insurance clients.
Source mix (typical)
- 40–50% Google Search (product + problem queries)
- 20–30% Meta (prospecting + retargeting)
- 10–15% Referral/partner co-marketing
- 10% YouTube/education content
Calibrate with PPC budgeting in Nepal for NPR tests.
Lead scoring model
| Signal | Weight |
|---|---|
| Product line selected | High |
| Coverage amount band | Medium |
| Phone + email verified | High |
| Repeat visitor | Medium |
Push qualified scores to CRM stages; suppress cold leads from lookalike seed audiences.
Nurture in South Asia
WhatsApp and Viber sequences outperform email-only for insurance follow-up in Nepal. Templates need compliance approval; no fabricated urgency.
Reporting clients expect
- Cost per qualified quote
- Quote-to-policy conversion (client-provided)
- Source-level ROI monthly
