Insurance Edition
Turn aged insurance inquiries into new policies.
The complete playbook, workbook, and 10-day email course for agents running aged auto, home, life, final expense, Medicare, and health leads.
What's inside
- ✓Sub-vertical economics: auto, home, term life, final expense, Medicare, health
- ✓Script variants for each line — auto 'still going up', home 'non-renewal', Medicare AEP
- ✓Renewal-cycle nurture calendar (AEP, OEP, SEP triggers)
- ✓State DOI licensing checks + state mini-TCPA rules
- ✓CMS-compliant Medicare workflow (Scope of Appointment, recorded enrollment)
Who it's for
- →P&C agents running aged auto and home leads
- →Life insurance agents (term + final expense)
- →Medicare agents preparing for AEP
- →Independent agencies working multiple lines
The 10-day email course
- ·Day 0 — Mindset + unit economics by sub-vertical
- ·Day 2 — Tech stack + Medicare-separate workflow
- ·Day 4 — Sub-vertical scripts (auto, home, final expense, Medicare)
- ·Day 7 — Renewal-cycle nurture (AEP, OEP, SEP)
- ·Day 10 — Compliance + Henson Legal + 90-day diagnostic
Frequently asked
Does this cover Medicare marketing too?
Yes, the insurance overlay has a dedicated Medicare section covering Scope of Appointment, recorded telephonic enrollment, and CMS disclaimers. Medicare runs as a separate workflow from general insurance outreach.
Is it compliant with state DOI rules?
The playbook addresses state DOI licensing requirements and state mini-TCPAs (FL, OK, WA, MD), plus senior-marketing protections in states like NY, CA, and MA. Pair with counsel for your specific states.
Will this work for just one line (e.g. only final expense)?
Yes. The overlay breaks out economics, scripts, and compliance per sub-vertical. If you only sell final expense, you'll use that section; the rest is reference.
Not your vertical? See all editions