Insurance Marketing Agency

We grow your policy
sales and renewals by

Request a Free Consultation to Generate Quality Leads!

Trusted by Leading Brands

Proud to Deliver 40%+ Engagement Boost and Double-Digit ROI for 300+ Top Brands
Hiscox
Berkley
Pure Life
RE/MAX
Jackson Hewitt
AMN Healthcare
Direct Energy
JustEnergy
Canalta Hotels
Wyndham Hotels
Supreme Golf
TechSmith
frank body
Dr. Hauschka
HASA
LexisNexis
NCR
NRG
UMass
Constant Contact
Aruba
American Eagle
Netflix
Amazon
Rohit Singh
Key Services
  • AI-powered marketing analytics
  • SEO & PPC performance tracking
  • Multi-channel attribution
  • Customer journey optimization
  • ROI measurement dashboard
  • Competitive intelligence
Featured Use Cases Powered by
Brent Jackson
Key Services
  • Gamified policy exploration
  • Interactive quote builders
  • Rewards for policy upgrades
  • Insurance knowledge quizzes
  • Achievement milestones
  • Client engagement tracking
Featured Use Cases Powered by
SJ Kim
Key Services
  • Customizable posts
  • Dynamic rewards
  • Automated sharing
  • Automated fulfillment
  • Referral tracking
  • Custom incentive structure
Featured Use Cases Powered by
Justin Cappozzo
Key Services
  • AMS/CRM integration
  • Compliance review workflow
  • Carrier material management
  • Automated record-keeping
  • TCPA & CAN-SPAM compliance
  • Response tracking
Featured Use Cases Powered by
Justin Cappozzo
Key Services
  • Compliance Audit
  • Content Approval
  • Disclosure Management
  • Regulatory Monitoring
  • Documentation Systems
  • Risk Assessment
Featured Use Cases Powered by
Justin Cappozzo
Key Services
  • Intent Scoring
  • Fraud Prevention
  • Verification Systems
  • Nurture Automation
  • Lead Enhancement
  • Integration APIs
Featured Use Cases Powered by
Justin Cappozzo
Key Services
  • Retention Prediction
  • Cross-sell Automation
  • Renewal Campaigns
  • Loyalty Programs
  • Life-event Triggers
  • Lapse Prevention
Featured Use Cases Powered by

Our Practice Leaders

We offer a unique delivery ownership model through our integrated software and service support that guarantees ROI. We align our pricing with your success, tying it to revenue milestones set in coordination with our practice leadership team. Meet our practice leaders who specialize in the Insurance Marketing Program.

Rohit Singh

Director of Insurance Strategy

With over 15 years of experience in the insurance industry, Rohit Singh is a seasoned professional based in Vancouver, Canada. He has a proven track record in developing effective marketing strategies and building strong relationships with industry leaders. His deep understanding of insurance market dynamics makes him an invaluable asset to the Insurance Marketing Program.

Brent Jackson

Client Relations Manager

Brent Jackson brings more than 20 years of experience in client relations and business development. Based in Charleston, South Carolina, Brent has worked closely with key decision-makers in the insurance industry to foster long-term partnerships. His ability to understand client needs and translate them into actionable strategies is critical for the success of the Insurance Marketing Program.

SJ Kim

Communications Lead

With over a decade of experience in communications and marketing within the insurance sector, SJ Kim is a dynamic professional based in Houston, Texas. He excels at crafting compelling messages that resonate with clients and stakeholders. His expertise in public relations and branding is vital for effectively promoting the Insurance Marketing Program.

Justin Cappozzo

Digital Marketing Specialist

With a rich background in digital marketing and customer engagement from his tenure at organizations like Marriott, Justin Cappozzo specializes in leveraging digital platforms to enhance brand visibility. Based in Apollo Beach, Florida, Justin's expertise in online marketing strategies, SEO, and analytics is essential for maximizing the reach and impact of the Insurance Marketing Program.

Client Testimonial

"NextBee has been tremendous in putting in place all the variables for us to be successful!”

Mary Veloske Vice President

How Our Experts Help You

Talk to our insurance marketing consultants to get the best results

Custom KPI Tracking icon
Custom KPI Tracking

Set and monitor referral goals with tailored KPIs

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Insightful Visual Reports icon
Insightful Visual Reports

Utilize charts and graphs for data-driven decisions

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Agent Performance Comparisons icon
Agent Performance Comparisons

Benchmark agents to identify top insurance agents

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Engaging Trivia & Quizzes icon
Engaging Trivia & Quizzes

Entertain and educate clients with fun challenges

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Motivating Points & Rewards icon
Motivating Points & Rewards

Incentivize participation with a flexible rewards system

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Competitive Leaderboards icon
Competitive Leaderboards

Tap into the competitive spirit with rankings

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Partner Tagging icon
Partner Tagging

Insurance agents easily mention partners in social posts to expand content reach

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Social Analytics icon
Social Analytics

Get actionable insights on post performance, audience engagement, and content effectiveness across platforms

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Compliance Review icon
Compliance Review

Ensure insurance social posts meet regulatory requirements before publishing across platforms

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CRM Integration icon
CRM Integration

Seamless connection of marketing activities with your existing client management systems

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Marketing Automation Triggers icon
Marketing Automation Triggers

Drive lifecycle messaging based on referral events.

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Unified Analytics Dashboard icon
Unified Analytics Dashboard

Incorporate referral data into overall BI reporting

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Claim Marketing icon
Claim Marketing

Develop compliant claims language that passes regulatory review while improving conversion rates.

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Lead Verification icon
Lead Verification

Implement TCPA-compliant lead verification system, reducing legal exposure while maintaining volume.

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Multi-state Campaigns icon
Multi-state Campaigns

Create dynamic content frameworks that adapt to state regulatory requirements automatically.

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Quality Filtering icon
Quality Filtering

Increase bind rates by implementing advanced lead scoring and verification protocols.

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Data Enrichment icon
Data Enrichment

Boost conversion rates by adding predictive attributes to leads before agent distribution.

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Fraud Detection icon
Fraud Detection

Reduce fraudulent submissions with AI-powered screening and verification processes.

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Policy Bundling icon
Policy Bundling

Increase household policies through targeted cross-selling campaigns based on life events.

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Renewal Optimization icon
Renewal Optimization

Reduce policy lapses with personalized, timely renewal communications.

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Customer Loyalty icon
Customer Loyalty

Implement rewards program to increase retention rates and referrals among high-value clients.

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Customizable Referral Posts icon
Customizable Referral Posts

Enable agents to personalize social referral content

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Automated Referral Sharing icon
Automated Referral Sharing

Make social sharing effortless with pre-set schedules

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Comprehensive Referral Tracking icon
Comprehensive Referral Tracking

Attribute leads and policies to specific social posts

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Tailored Agent Incentives icon
Tailored Agent Incentives

Motivate agents with personalized rewards selections

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Dynamic Customer Rewards icon
Dynamic Customer Rewards

Optimize rewards based on customer preferences

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Intelligent Program Structure icon
Intelligent Program Structure

Automatically adapt the program based on performance

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Referral Conversion Analysis icon
Referral Conversion Analysis

Track referral quality and optimize for conversions

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Customer Cohort Tracking icon
Customer Cohort Tracking

Understand engagement patterns by customer segments

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Referral Revenue Attribution icon
Referral Revenue Attribution

Measure the fiscal impact of your referral program

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Achievement Badges icon
Achievement Badges

Recognize top referrers with special designations

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Viral Social Sharing Incentives icon
Viral Social Sharing Incentives

Boost program virality by rewarding social shares

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Personalized Referral Challenges icon
Personalized Referral Challenges

Engage customers with tailored, achievable goals

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Detailed Social Media Analytics icon
Detailed Social Media Analytics

Gain visibility into social referral post performance

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Collaborative Partner Tagging icon
Collaborative Partner Tagging

Encourage B2B referrals with company/agent tagging

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Built-in Compliance Reviews icon
Built-in Compliance Reviews

Automate compliance checks on social referral posts

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Predictive Referral Analytics icon
Predictive Referral Analytics

Forecast referral growth and identify optimization areas

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Automated Reward Fulfillment icon
Automated Reward Fulfillment

Streamline reward delivery with integrated fulfillment

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Adaptive Fraud Detection icon
Adaptive Fraud Detection

Protect the program from gaming with smart monitoring

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Agent Commission Tracking icon
Agent Commission Tracking

Automate incentive payouts based on referral results

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Frictionless Single Sign-On icon
Frictionless Single Sign-On

Allow insurance agents and customers to access the program via SSO

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Bi-directional Data Flows icon
Bi-directional Data Flows

Enable data sharing to and from other systems

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