Finance, Insurance & Accounting marketing, paid on results
Agencies, CPAs, planners and lenders where a client stays for years. We generate exclusive quote requests and consultations, and bill on the ones that convert.
A bound policy, a tax client or a financial-planning relationship is worth hundreds to thousands of dollars a year for many years. We treat this vertical as conditional because licensing and compliance rules govern how leads can be generated and compensated; we review the rules for your line before launch and structure the fee accordingly.
The engine replaces shared aggregator leads with exclusive quote requests and consultations from your own campaigns and pages, tracked in your agency-management or practice system. Florida-specific content (flood zones, wind mitigation, roof age, tax deadlines) ranks, gets cited by AI assistants and brings in people who are ready to act.
Business types we serve and what we bill on
Every engagement is built around one billable event per business, defined in writing with a rejection policy. These are the events we use in this vertical.
| Business type | Billable event |
|---|---|
| Personal insurance | Quote |
| Commercial insurance | Quote |
| Life insurance | Inquiry |
| Medicare agencies | Inquiry |
| Mortgage brokerage | Inquiry |
| Tax preparation | Inquiry |
| CPA firms | Consultation |
| Bookkeeping | Business inquiry |
| Fractional CFO | Discovery call |
| Financial planning | Consultation |
| Business loans | Inquiry |
| Payroll services | Demo |
The playbook: Appointment Engine
Medical, aesthetic, legal and wellness consultations. We optimize verified bookings and attendance, and bill on consultations that show.
- Paid advertising on Google, Meta, Bing and LinkedIn where the buyer is, built to a cost-per-outcome target rather than a spend target.
- Local and organic SEO that lowers the cost of every outcome over time, structured so AI assistants cite you.
- Conversion rate optimization on landing pages, forms, booking flows and call handling.
- Attribution in your CRM: every inquiry lands with its source attached. That is how we bill, and how you check us.
Who qualifies
Questions finance & insurance businesses ask us
Yes. They come from your own campaigns and pages and go only to you.
We review the advertising and compensation rules for your line (insurance, mortgage, Medicare, financial planning) before launch and structure the fee as a marketing fee tied to measured outcomes.
HawkSoft, EZLynx, AgencyZoom, Redtail, Wealthbox, Karbon or the CRM we provide.
