Goals & objectives

Our focus is on connecting your agency with individuals actively searching for private health insurance online. We will utilize Google Search advertising to capture high-intent shoppers. We will create multiple pathways for prospective clients to discover their options.

The General Strategy Layout

Key Components

Step 1. Health Insurance Advertising Certification

Before launching campaigns, we have to ensure advertising certifications are completed.
Google requires health insurance advertisers to obtain verification through G2 Risk Solutions.
This certification confirms that the agency is licensed and authorized to market health insurance in the states being advertised.
- Pay - https://g2webservicesinc.securepayments.cardpointe.com/pay

‍

Step 2. Landing Page and Site Development

Each campaign will direct visitors to a dedicated landing page designed specifically for their inquiry.
These pages will focus on clarity, ease of action, and making it simple for visitors to request a quote or call directly.

‍

Step 3. Google Search Campaign Development

We will develop multiple search campaigns targeting individuals actively looking for private health insurance.
Private health insurance plans, health insurance for self employed individuals, family health insurance options, and similar coverage related searches.
Each campaign will contain carefully structured keyword groups, ad copy, and extensions.

‍

Step 4. Campaign Launch and Optimization

Once campaigns are launched, we will continuously analyze performance data and refine keywords, ads, and targeting to improve performance.
Early optimization focuses on identifying the highest performing search terms and allocating more budget toward those opportunities.

‍

Step 5. Conversion Improvement

To further improve performance, we will implement visitor behavior tracking tools that allow us to observe how users interact with landing pages.
This helps identify where visitors hesitate or abandon forms, allowing us to continuously improve the user experience and increase conversion rates.
We can also assist in automated messaging and follow ups in order to optimize our lead to conversion rat

‍

Step 6. Strategy Check Ins and Performance Reviews

We will report at the beginning and end of each month to review performance, discuss campaign insights, and identify opportunities for improvement.
During the initial build out phase you will have direct access to me for questions, updates, and adjustments as the campaigns develop.

Part II - The Solution

Search Strategy

90 Day Investment Plan

Initial Campaign Structure

Private Health Insurance x (states chosen)
Health Insurance for Self Employed x (states chosen)
Family Health Insurance x (states chosen)
Short Term or Alternative Health Coverage x (states chosen)

‍

Month 1

Advertising Budget: $10,000
Initial campaign launch focused on high intent private health insurance searches.
Campaigns will target individuals actively researching private coverage options, family coverage, and health insurance for self employed individuals.

‍

Month 2

Advertising Budget: $15,000
Based on performance data, we will expand into the highest converting keyword groups
We will increase budget allocation toward the campaigns producing the most qualified leads in the same state

‍

Month 3

Advertising Budget: $25,000
With conversion data established, we will scale the campaigns that demonstrate the strongest cost per lead and CPA.
At this point we can scale this to other states.

Retargeting

CRM Marketing

To maximize the value of every lead generated through Google Ads, we recommend integrating LeadConnect (or another CRM) to manage communication, response time, and long term relationship building with prospective clients.

‍

Use Cases for LeadConnect

Immediate SMS Lead Response - Automatically confirm receipt of the lead and deliver any immediate information you want the prospect to have.
SMS Lead Nurture & Follow Up - Automated follow ups can keep your agency top of mind while prospects evaluate options.
Annual Policy Renewals- Insurance relationships compound over time. Generate the lead once and reconnect during future renewal periods rather than paying to acquire the same customer again.

‍

Other CRM Considerations

Centralized Lead Management - All leads, calls, and conversations are stored in one system, allowing us to track click to client, monitor follow ups, and ensure no opportunity is missed.
Compliance Considerations - Messaging must follow TCPA guidelines, obtain a 10DLC registration, include clear opt out instructions, and maintain HIPAA compliant data handling.

March 9, 2026

Hey, Gene! I appreciate the opportunity to explore how we can help grow your health insurance business. We will target people that are going through major life changes such as leaving a job, becoming self-employed, aging out of a parent’s plan, or simply needing better coverage options.

Search Strategy

Retargeting

CRM Marketing

Call Me

Email Me

Meet Me