Insurance Agencies

Qualified Insurance Appointments for Agencies, Brokers, and Independent Reps.

Insurance is built on trust, clarity, timing, and consistent communication. IMPACTA helps agencies book higher-quality appointments by engaging leads instantly, filtering for intent, and delivering prospects who are truly ready to discuss coverage.

87%
Buy from agents they trust
3–7
Follow-ups needed before a policy review
58%
Don’t understand their coverage
$800–$4,500
Avg. commission range per policy

We Build Pipelines Across Every Insurance Sector

Personal Lines

  • Auto policies
  • Homeowners insurance
  • Renters & umbrella

Commercial Lines

  • General liability
  • Commercial auto
  • Workers comp
  • BOP & specialty programs

Life & Health

  • Life insurance appointments
  • Medicare enrollment support
  • Health policy reviews

What Increases a Prospect’s Confidence in Choosing an Insurance Agent?

The data shows buyers make decisions based on clarity and trust:

  • Clear explanation of policy options
  • Fast, consistent follow-up
  • Personalized coverage recommendations
  • Professional communication
  • Zero-pressure conversations

Insurance Qualification Tiers

Tier 1: Ready Now

Actively shopping, policy expiring, urgent need.

Tier 2: Considering Options

Needs clarity, comparing quotes, evaluating coverage.

Tier 3: Long-Term Nurture

Slow cycle buyers — perfect for automated nurture.

Our Performance Model for Insurance Agencies

Insurance Diagnostic — $350

  • Lead response audit
  • Coverage-fit qualification
  • Confidence model analysis
  • Full insurance growth plan

Pay-Per-Appointment (Insurance)

  • Personal, commercial & life appointments
  • Intent screening
  • Qualification verification
  • Performance reporting

Ready to Book More Insurance Appointments?

Start with your Insurance Diagnostic to uncover revenue leaks and get your custom PPA rate.

Start My Diagnostic