Frequently asked questions.
Straight answers about our ads, the TAP CRM, lead ownership, and support. Do not see yours? Reach out and we will answer it.
General
What is The Agency Pro?
The Agency Pro is a boutique marketing agency for insurance agents. We build Facebook ads, Google ads, custom CRM setups, and custom websites, and we support our agents directly.
What types of insurance agents do you work with?
Life insurance, veterans life insurance, Medicare, health insurance, final expense, and more. If you sell insurance, we can help.
Do you only work with insurance agents?
Our system was built in insurance, but ads, a CRM, and a website work for almost any business that runs on leads and appointments. See how we help other industries.
Do you outsource any of the work?
No. We do not outsource to international VAs. The owners of The Agency Pro build your system and answer your questions.
Ads and CRM
Do I need the TAP CRM to run ads?
Yes. Every ad campaign we run connects to your TAP CRM. That is how new leads get followed up on right away and tracked from the first click to a booked appointment.
Whose ad account do the ads run in?
Yours. Your ads are built inside your own ad account, so you see exactly what you are paying for and you own everything.
Do you sell or resell leads?
No. We never sell or resell leads. Every lead comes from your own campaigns.
Who owns the leads?
You do. The leads are exclusive to you, and if you ever want to go it alone, you take it all with you.
What is post appointment tracking?
After each appointment you fill out a short survey. Based on your answers, the lead goes back in the dialing pool, comes out completely, or moves into your Sold Policies pipeline. After a sale, campaigns in place nurture your new client.
Can I get a CRM or a website without ads?
Yes. Custom CRM setups and custom websites are available on their own.
Is the TAP CRM built on HighLevel?
Yes. TAP is built on HighLevel, with a proven snapshot and custom automations on top, then customized for you.
Support
What support do I get?
A private Discord with direct access to us, weekly support calls for all clients, a training library, and a community of agents running the same playbook.
Is the Discord public?
No. The Discord is a private community for clients.
Where is the training?
Our training library lives at training.theagencypro.com.
Getting started
How do I get started?
Book a demo. We will walk you through the system and talk about what makes sense for your business.
What happens on the demo?
We show you the ads, the CRM, and the full process on a screen share, answer your questions, and talk about what fits.
How much does it cost?
It depends on what you need, so we cover pricing on your demo.
Do I need insurance experience to work with you?
No. New agents get a proven system and people who answer their questions. Experienced agents who are tired of resold leads get their own lead flow.
See it before you decide.
Book a demo and we will walk you through the system, the support, and what it looks like to work with us.