the unfortunate truth about marketing agencies ripping off insurance agency owners

If you’re an insurance agent trying to grow, I want you to know something up front: it’s not “your fault” if marketing hasn’t penciled out yet. Most agents don’t fail because ads don’t work—agents get squeezed because the pricing doesn’t work.

What Marketing agencies often sell you (and why scaling your growth feels impossible when you’re working with them)

A big upfront “setup” charge ($1000 or more - whaaaat?!)
A monthly management retainer
A percentage of your ad spend (the “success tax”)
A meeting schedule that works for them, not you

When you know 20% of every ad dollar is going to “management,” scaling gets painful fast—especially when the reality is that monitoring a campaign at $500/week vs. $5,000/week isn’t 10x more work for the marketing agency. Your scaling becomes a "success tax" and that's not fair.

I’M GOING TO SAY THE QUIET PART OUT LOUD…

I’m disgusted by what’s happening to

insurance agents.

Here’s the part that makes me sick: agencies are charging custom-campaign pricing… then delivering a copy-and-paste campaign—and acting like you should be grateful. There’s nothing wrong with running proven ads. What’s wrong is getting gouged for it.

Copy-and-paste isn’t the problem. Copy-and-paste priced like “custom” is.

Option 1: The Truly Custom Campaign

(a.k.a. “Built From Scratch”)

Examples: Webinar, seminar, unique angle, brand-new creative that doesn’t exist yet.

Reality: This can require real strategy + production + testing.

Option 2: The Proven Campaign

(a.k.a. “Copy-and-Paste Done Right”)

Reality: Most agents should start here—using what’s already working today for other agents.

But: You should not be charged $1,000–$4,000+ for something that’s effectively a standardized build.

That’s why we created Agent CRM Pro: to bring pricing back to reality and give agents a fair path to scale. No setup fee, flat monthly rate, every bit of software required included, and as much as help as you need.

Agent CRM Pro: One monthly fee.

Everything you actually need.

This is the part I’m genuinely excited about: we built the kind of offer I wish existed for agents years ago. No games. No inflated “setup” nonsense. Just a complete system with software, ads, and real help - all under one roof.

$297/month flat. Zero setup fee.

What You Get With Agent CRM Pro

A full library of proven ads you can deploy (and new creatives you can test)

Ad Launch Calls so you don’t have to guess—my team helps you launch correctly

Unlimited Ad Review Sessions to tighten performance and stay current

Help modifying the workflows that come preset inside Agent CRM (so leads don’t leak)

Thorough automations (emails, texts, follow-up sequences) built specifically for insurance

Branning Bundles for 12 insurance products (so your system matches what you sell)

Websites/funnels you can use out of the box

Campaign expansion options like the Giveaway Funnel

Immediate access to AI tools inside the platform

And most importantly: 24/7 support and help along the way

$297/month

*Plus applicable carrier fees

If you currently pay a CRM fee plus a marketing retainer plus “setup” charges plus a percent of spend… Pro is designed to replace that entire stack with one simple monthly payment.

Real Agents. Real Support.

Real Results with Agent CRM Pro.

From setup to scaling, Agent CRM PRO members get hands-on help that removes confusion and accelerates growth.

Richard Downing

Downing Insurance Group, Owner

“Just wrapped up my first Agent CRM PRO session with Ubaid and wow — his knowledge and efficiency are next level. I finally feel confident that this second career path is not only doable but worth it. Agent CRM made it possible for someone like me (not super tech-savvy) to have a real shot at success — without burning out trying to figure it all out alone.”

Marc Rubin

Rubin Financial Group, Agency Owner

“OB turned what was an insanely stressful, anxiety-filled mess into something I can actually breathe through. Thank you for holding my hand through it. You’re officially my partner in this crusade.”

Mike Summerford

The Insurance Medic LLC, Agency Owner

"Alex and his team are absolutely amazing! I love the products and services that he and his team have developed. I am going from spending 16 hours a week in my office calling all of these leads to now having that time back to run more appointments. He and his team has taken everything I have and automated it for me. I now have ads, funnels, emails, text blasts, and so much more. From mindset coaches to funnels to ads to the easy CRM system, I am set to grow my insurance firm with unlimited growth. I couldn't say thanks enough!"

Steve Houston

Insurance Agent

“From personal and business experience, switching to Agent CRM PRO is worth it. The support is world-class and the platform keeps growing. Get Agent CRM PRO and running Facebook ads becomes automatic.”

Launch faster. Get leads sooner.

Stop leaking follow-up.

How the system works in 3 simple steps.

Schedule a Call With Our Team

Will this work for me?

Agent CRM is one of the largest platforms in the insurance sales and marketing space, serving 10,000+ insurance agents and you can verify it by the reviews or by jumping in and seeing the system yourself.

So… are copy-and-paste campaigns bad?

No! Proven campaigns are often the smartest starting point. What’s wrong is charging custom pricing for standardized work.

What do I actually pay?

Agent CRM Pro is $297/month flat with zero setup fee.

Do I get help launching and optimizing?

Yes! Ad Launch Calls, Ad Review Sessions, and help customizing workflows are included so you’re not stuck guessing.

What else is included besides ads?

Automations, branding bundles, and even websites/funnels you can deploy quickly—plus platform support options (chat/email/phone/community/live calls depending on your support mix).

You don’t need a “marketing agency.” You need a system You own.

If you’re ready to stop funding inflated setup fees and start building a repeatable lead machine you can actually scale, I’d love to work with you. With Agent CRM Pro, you pick when you want to launch, when you want reviews, and how fast you want to move while the CRM, automations, and campaigns do the heavy lifting behind the scenes.