Insurance Lead Generation Toolkit
By ClickMinded
Insurance Agency Owners : Scale Up Your 2023 Lead Generation Efforts FAST
Assemble your own Lite Funnel to automatically capture, nurture and sell to leads that are actively looking for solutions.
The Insurance Lead Generation Toolkit is a collection of templates and guides to easily build a pipeline of ready-for-business prospects – without cold calling or buying leads.
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$97
$497
Here's what's inside the Insurance Lead Generation Toolkit
Over 300 pages of detailed, step-by-step walkthroughs (We call them Standard Operating Procedures, or SOPs in short) and templates to design flawless Digital Marketing Campaigns
Last Updated: Apr 2024
7 Lead Magnet Creation SOPs
Create the perfect lead magnet for your customers and optimize your website for conversions.
SOP 174: How to create a lead magnet
Create a high perceived value lead magnet to attract your audience
SOP 175: Set up a MailChimp landing page
Set up a landing page on Mailchimp that can help you generate leads
SOP 176: Set up email automation for a lead magnet
Set up an automated email to send lead magnet to your customer
SOP 012: Launching a Guest-Blogging Link-Building Campaign
Easily find guest blogging opportunities, reach out, and create content to acquire high-quality backlinks that will help you outrank the competition.
SOP 047: How to Create a Leadgen Landing Page
Create a high-converting, fully functional, and tested landing page for your lead generation campaigns that grow your email subscribers, works on all devices, and integrates with your analytics platforms.
SOP 059: How to Setup Google Optimize to run A/B tests on your Website
Successfully install Google Optimize on any website, which will allow you to start A/B testing to make careful data-driven changes to your user experience.
SOP 060: How to Structure, Run, and Analyze an A/B Test on your Website
Flawlessly plan, execute and analyze an A/B test on your website and determine whether a variant should be implemented definitively on your website or not, based on actual data.
11 Facebook Lead Generation SOPs
Set up Facebook campaigns from scratch and generate leads.
SOP 087: Reverse engineer your competitor’s Facebook Ads Strategy
Perform an in-depth analysis competitors’ Facebook Ads strategies. Uncover everything they're doing, from Ads, to Audiences and Landing Pages.
SOP 010: Create a Facebook Ads account using Business Manager
Create a Business Manager account and Facebook Ad Account for your business, to start managing all your Facebook Assets and sharing them with your employees securely.
SOP 017: Setting up Facebook Conversion Tracking
Perfectly track leads, pageviews, button clicks, signups, purchases or any other event, using Facebook's pixel conversion tracking.
SOP 061: How to launch a lead generation campaign with Facebook Lead ads
Launch a Facebook Lead Ads campaign and integrate it with your email marketing tool to collect leads on autopilot while nurturing them through your email marketing workflows on autopilot.
SOP 070: How to select your Facebook Ads Campaign Objective
Pick the best campaign objective according to what you want your campaign to achieve, and how you want to implement it.
SOP 069: How to structure your Facebook Ad Account
Design a complete blueprint of how your Facebook Ad Account will look like that will allow you to scale and optimize your Facebook Ads campaigns moving forward.
SOP 074: How to select your Facebook Ads Targeting
Select a solid targeting option for your Ad, based on data that is available to you and that takes into account other audiences that you are targeting across your account.
SOP 075: How to plan your Facebook Ads Campaigns
Draw a clear, visual, document that illustrates how your Facebook Ads and funnel are structured.
SOP 097: Verifying ownership of your domain in Facebook Business Manager
Update necessary for iOS 14. Follow a simple method to verify ownership of a domain so you can keep running ads smoothly.
SOP 098: Configuring your Facebook Ads conversion events
Update necessary for iOS 14. Configure “Aggregated Event Measurement” on your Business Manager account.
SOP 122: Create a Facebook Ads Creative Brief
Provide a high level overview and guidelines for your designers so they will be able to produce high quality creatives that fulfill the requirements of the ad campaign.
6 LinkedIn Lead Generation SOPs
Step-by-step guides on how to set up lead generation campaigns on LinkedIn.
SOP 128: Create a LinkedIn Ads Account
Step-by-step guide on how to set up a new LinkedIn ad account from scratch.
SOP 126: Set up a LinkedIn Company Page
Create a new LinkedIn company page and successfully set it up for growth and engagement
SOP 131: Set up a LinkedIn Lead Generation Form
Learn the best way to set up LinkedIn lead generation form and start collecting leads.
SOP 134: Set up a LinkedIn Lead Generation Ad Campaign
Step-by-step guide to execute a successful lead generation campaign on LinkedIn.
SOP 108: Installing the LinkedIn pixel on your site
Add the LinkedIn pixel to your site in order to create remarketing audiences and set up conversions for your campaigns that better optimize your ads.
SOP 129: Granting Access to LinkedIn Ads Account
Grant contractors or agencies access to your LinkedIn Ads account without a hitch.
6 Goals and Tracking set up SOPs
Set up goals and conversion tracking to measure your lead generation efforts.
SOP 005: Installing the Facebook Pixel on Your Site
How to properly install the Facebook pixel on any site. With this pixel, you can create remarketing audiences and set up conversions for your campaigns.
SOP 004: Add Google Tag Manager to a WordPress Site
Perfectly add Google Analytics to a site to measure website data and gather visitor insights, using Google Tag Manager and verify that it is working properly.
SOP 066: How to add Google Tag Manager to a Squarespace Website
Add Google Tag Manager to a Squarespace website and unlock a whole new world of tools and features to power up your website,
SOP 009: Adding Google Analytics 4 to a site (using GTM)
Perfectly add Google Analytics to a site to measure website data and gather visitor insights, using Google Tag Manager and verify that it is working properly.
SOP 021: Setting up Conversion Goals in Google Analytics
Perfectly track leads, pageviews, button clicks, signups, purchases or any other event, using Google Analytics, and audit it to make sure that it is working as intended.
SOP 046: Adding Google Analytics Annotations to keep track of business events
Add an annotation to Google Analytics and ensure that you have a solid log of what happened in your business and when, allowing you to better interpret the data.
10 Marketing Templates
Scale your marketing efforts with done-for-you templates.
Template 002: UTM Builder
Effortlessly track how your marketing efforts are performing by using this customizable automated UTM Generator and start using UTMs in seconds.
Template 003: Guest Blogging Link Building Campaign Control Sheet
Easily execute and keep track of your guest-blogging link-building campaigns.
Template 013: 80/20 Site-Wide On-Page Optimization Worksheet
Use this worksheet to save time and optimize the content that represents the biggest traffic opportunities.
Template 016: Landing Page Creation Briefing
Use this detailed template to request new landing pages from your designers. When they're done, go through the included 24-step checklist to make sure that it's ready to go.
Template 017: Clickmap & Scrollmap Diagnosis Cheat Sheet
This cheatsheet will turn you into an overnight expert that easily identifies UI/UX issues that are identifiable through clickmaps or scrollmaps.
Template 018: Scrollmap & Clickmap Insights Log
Start using this template whenever you're collecting new scrollmaps or clickmaps and build a massive library of knowledge that is accessible at a glance.
Template 021: A/B Test Documentation Spreadsheet
Start using this spreadsheet to create a massive knowledge library that collects and shares the results of all the tests that you've been running on your business.
Template 026: Growth Strategy Template
Use this template to easily determine which growth experiments to tackle first and which ones to abandon or leave for later.
Template 028: Funnel Designer Tool
Use this tool to sketch out your perfect funnel on the fly, using a set of done-for-you elements and easily bring your marketing campaigns to life.
Template 051: High converting landing page checklist
Use this checklist to design an effective, high-converting landing page.
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Take a look inside one of our SOPs
There’s A Better Way Of Getting Insurance Leads
Why you’re having lead-gen problems…
When your sales quota isn’t met, you’re put in the spotlight. But not even the #1 guy in the office can close a sale when his leads hang up before he can even get into his pitch. And that’s kinda what you’re going through right now, isn’t it?
A lead-gen company reaches out to you. They make huge promises about how their leads are the best in the industry. And you decide to give them a chance. But after a dozen dials and no success, you see them for what they really are. Class A scammers…
To make matters worse, these companies can charge up to $40 per lead. So you’re wasting your time. You're wasting your mental energy… And you’re paying for it.
A lead-gen company reaches out to you. They make huge promises about how their leads are the best in the industry. And you decide to give them a chance. But after a dozen dials and no success, you see them for what they really are. Class A scammers…
To make matters worse, these companies can charge up to $40 per lead. So you’re wasting your time. You're wasting your mental energy… And you’re paying for it.
A simple system for capturing the right leads…
Let’s face it… Your ideal prospects aren’t waiting around on some list for you to pitch them. They’re going through life changes.
They’re already busy looking for someone like you to provide them with peace of mind. And now you can draw them into your pipeline when they need your services most.
Whether they just had a baby, just got married or just moved into their new home… your Lite Funnel is designed to attract only the most qualified leads. All you have to do is follow a simple step-by-step recipe. In record time, you could be adding hundreds of names, numbers, and emails to your lead list.
They’re already busy looking for someone like you to provide them with peace of mind. And now you can draw them into your pipeline when they need your services most.
Whether they just had a baby, just got married or just moved into their new home… your Lite Funnel is designed to attract only the most qualified leads. All you have to do is follow a simple step-by-step recipe. In record time, you could be adding hundreds of names, numbers, and emails to your lead list.
Build a list that’ll fuel your business for years…
Could you imagine?
Never making another cold call. Meeting your sales quota every month. Walking into the office every morning with a smile, knowing you have a list of leads eagerly awaiting you to contact them.
And all because you have your Lite Funnel working on autopilot.
Never making another cold call. Meeting your sales quota every month. Walking into the office every morning with a smile, knowing you have a list of leads eagerly awaiting you to contact them.
And all because you have your Lite Funnel working on autopilot.
Stop the cold calling nightmare
Imagine you're having fun at a family dinner. Would you like to get interrupted by a guy talking about all the possible accidents you could have? Well, your leads neither.
Instead of disrupting your prospects, nurture them with automated emails. Now you can build relations that'll last for years
Instead of disrupting your prospects, nurture them with automated emails. Now you can build relations that'll last for years
No more pushy strategies
An "I'll have to think about it" is not the end of the conversation when you have more contact methods than just a phone.
Instead of coming off as "that pushy salesman" in an attempt to prevent them from hanging up, keep them close, in your sales funnel. By the time they finally make a decisión, you’ll be the first name that pops in their mind.
Instead of coming off as "that pushy salesman" in an attempt to prevent them from hanging up, keep them close, in your sales funnel. By the time they finally make a decisión, you’ll be the first name that pops in their mind.
Everything you need to start generating leads today
With the Insurance Lead Generation Toolkit now you can get up to 40 different guides and templates to create your own Lite Funnel and start capturing new leads today.
Need a lead magnet to bring in qualified leads?
There's an SOP for that.
Want to set up a landing page to convince prospects to sign up?
There's an SOP for that.
Looking to automate lead generation processes in your company?
There's an SOP for that.
Everything you need to start generating qualified leads today
Pick your task. Send it to your team. Sit back and let your team worry about the details.
1. Pick an SOP
2. Run the lead generation campaigns
3. Wait for results
This is the least sexy, most “boring” type of content we could possibly create.
But it’s the stuff that will actually help you get more traffic, leads, clients, and revenue.
There’s no fluff, no clickbait, no listicles. We focus all of our effort on creating extremely detailed and actionable walkthroughs.
Before discovering the ClickMinded SOP Library, our agency was struggling to build internal processes. We wanted to systematize everything, but found the task daunting. With the SOP Library, not only were we able to model how ClickMinded did things, but we learned a much better way to manage our system. Even better, we realized there were more efficient ways of doing things than we had been doing them.
Tim Berry
CEO - Reputation Local
As I’m building my agency, I have been looking to build and acquire tangible resources to help me scale – including digital marketing SOPs.
After much searching, and trial and error, I was referred to ClickMinded and could not. be. happier. This is granular and detailed, and will help me accelerate the growth of my business. The value for the cost is unmatched.
After much searching, and trial and error, I was referred to ClickMinded and could not. be. happier. This is granular and detailed, and will help me accelerate the growth of my business. The value for the cost is unmatched.
Chris Rodriguez
Owner - iExcel
I estimate we save several thousands of dollars each month by being more effective and action-oriented through the use of these SOPs.
Joshua Watson
SEO Director - Spiral Marketing Agency
I run a digital marketing agency team and have been in digital marketing over a decade, and no one has broken down these topics in as clear and well-organized way as the ClickMinded team.
Mike Kennedy
Owner - Stikky Media
Here’s everything you can do with the Lead Generation Toolkit
Design lead magnets from scratch
Lead magnets are the #1 tool to turn traffic into prospects. Learn how to create them the easy way and to start capturing emails from day 1.
Design a high-converting landing page
Create leadgen landing pages and optimize them for conversions. Plus, discover a proven strategy to launch your own link-building campaign, expand your reach through related websites and find people that are genuinely interested in your market.
Set up email automation that nurtures leads while you sleep
Keep your leads engaged by nurturing them through automated sequences. By the time they’re ready to buy, you’ll be their first option.
Run lead generation campaigns on Facebook and LinkedIn
Running ads is a waste of money, right? Wrong! Learn how to create lead generation campaigns that are ACTUALLY profitable by targeting the right people and reverse-engineering your competitors’ strategies.
Find the key to producing scroll-stopping ads creatives
Why do some ads catch users’ attention, while others get lost in the shuffle? Discover the truth behind captivating ads and use it to craft powerful visuals that stand out to the naked eye.
Set up A/B tests and optimize your website
Stagnated websites eventually die. Learn how to keep your website fresh and maximize conversions over time through A/B testing.
Massively scale up your lead generation efforts with the Insurance Lead Generation Toolkit
Lifetime Access For
$97
$497
40+ Digital Marketing SOPs & templates ($497 value)
Fully customizable and white-labeled
Downloadable templates and worksheets
Free updates for life
14-day instant money-back guarantee
ClickMinded instructors work with the best brands in the game
Devon Page
Director - Marketing for People
Shane Pollard
Lead Operator - WEBMECS
Oyekunle Damola
Digital Marketing Consultant
I can’t even tell you how often I go back to the ClickMinded SOP library. As a consultant, I haven’t come across a better resource (not that I’m really looking anymore).
I don’t even try to take credit for the SOPs I share with my clients – they’re just that good.
I don’t even try to take credit for the SOPs I share with my clients – they’re just that good.
Tammer Mahdy
Content Marketing Consultant
We did the work for you.
You just take all the credit
Something changed the moment we started using SOPs for our business. Our business started growing and, at the same time, I was spending less and less time actively working on it.
Looks great, right?
But this is the part no one tells you about.
Creating SOPs is a boring and time-consuming task. While you’re working on SOPs, it feels like you’re not doing “real” work.
If you’re in a situation where you’re trading time for money, any hour you spend working on SOPs is an hour you’re not getting paid.
This turns a lot of people away from doing this type of work… even if they know how important it is.
The good news is that already we did most of the work for you with the Insurance Lead Generation Toolkit.
Creating SOPs is a boring and time-consuming task. While you’re working on SOPs, it feels like you’re not doing “real” work.
If you’re in a situation where you’re trading time for money, any hour you spend working on SOPs is an hour you’re not getting paid.
This turns a lot of people away from doing this type of work… even if they know how important it is.
The good news is that already we did most of the work for you with the Insurance Lead Generation Toolkit.
These SOPs have saved us tons of time with their simple, step-by-step processes. I can literally just hand them off and have whoever execute.
Our traffic increased by 26% in ONE month after implementing the SOPs.
Our traffic increased by 26% in ONE month after implementing the SOPs.
Laurence Bradford
Owner - Learntocodewith.me
Introducing: The ClickMinded Insurance Lead Generation Toolkit
Get all the resources you need to flawlessly execute powerful Digital Marketing tactics with 99% accuracy.
Step-by-step walkthroughs
Over-the-shoulder walkthroughs that take you through the process in painstaking, meticulous detail, including easy-to-follow screenshots and gifs that anyone can follow, step by step.
White-label branding
Easily download all the SOPs, checklists and cheatsheets and add your own branding for clients and future prospects. We do the work, you get the credit.
Always up-to-date
Our entire library of SOPs and templates is always kept updated by our team. Whenever a tool or process changes, you'll get the new version of our documents automatically.
Editable, customizable, brandable
All of our templates are easy to edit, easy to customize and easy to brand. Only give your clients exactly the data they need, and easily brand the templates with your own logo and design.
Platforms covered
Theory is great, but results are more important. In this aspect, their SOPs are the Holy Grail & game changer. Showing me step-by-step how to do something for a newbie like me is EXTREMELY valuable!
Joseph Lau
Co-founder - Nanogic
These SOPs are so unique. They’re particularly incredible for people like me who are both terrible at documenting processes and terrible at finding time to document them. The more technical SOPs involving analytics and tag manager, etc. are particularly lifesaving for me.
Matthew Ballen
Freelance Copywriter
Massively scale up your lead gen efforts with the Insurance Lead Generation Toolkit
Lifetime Access For
$97
$497
40+ Digital Marketing SOPs & templates ($497 value)
Fully customizable and white-labeled
Downloadable templates and worksheets
Free updates for life
14-day instant money-back guarantee
ClickMinded instructors work with the best brands in the game
Frequently Asked Questions
ClickMinded is a digital marketing training used by over 10,000 agencies, entrepreneurs, and marketers. Our instructors have worked at companies like Airbnb, Lyft, and TechStars.
It’s designed to teach you how to massively increase traffic and sales for any website as quickly as possible
Extremely actionable. Each SOP is designed with a specific goal. Following its steps will allow anyone to complete a marketing task with 99% accuracy.
Yes! We actually encourage you to download and make edits to our SOPs.
Actually, this happens all the time. If there is a change, you’ll hear about it and we’ll update our SOPs to fit whatever changes happen.
Probably. Most ClickMinded students expense it for work or for their business.
No accountants or CPAs were involved in the making of this advice, so be sure to check with yours first.
With that said, if you're trying to increase website traffic and sales for your business, this is probably a relevant business expense.
None. You can learn everything in these courses through other people’s blog posts, forums and your own trial-and-error.
There is absolutely nothing secret here and you can absolutely teach yourself digital marketing and learn it all on your own.
ClickMinded is designed to make learning digital marketing easier and faster.
We've made it as easy and fast to learn as possible, but we won’t be teaching you anything you can’t learn on your own with enough time invested.
All of our products include a 14-day money-back guarantee.
Cool. Shoot us an email: [email protected]