WHY AGENTMETHODS

The Insurance Marketing Team You Don’t Have to Train

Get powerful marketing and sales tools that are easy to use, along with a support team and resources to help you increase sales, retain clients, and generate referrals.

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Three paths to marketing your insurance business, only one actually works

Go It Alone

You’ll spend hours figuring out tools, writing content, and learning marketing the hard way — time that’s better spent selling.

Hire a Marketing Agency

They may know marketing, but they don’t understand insurance. You’ll have to teach them your business before they can help you grow it.

Rely on a CRM/AMS platform

These vendors promise “all-in-one” solutions, but marketing isn’t their core strength. You’ll face limited control, generic tools, and rigid contracts that box you in.

Work with AgentMethods — we do insurance marketing all day long

Helping insurance agents grow is all we do. Our team has spent 15 years working only with insurance businesses, bringing industry expertise, proven systems, and hands-on guidance to every company we help. That’s how we’ve helped agents generate $250K in annuity sales and book 14 sales appointments in a single day.
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Support from people who know insurance

Our team knows your world. You’ll get expert guidance from people who’ve helped over 1,000+ insurance agents succeed online. With AgentMethods, you skip the trial-and-error and the explaining, and get a partner who’s already solved the problems you’re facing.

Meet the team that’s dedicated to your success

An AgentMethods team member at the company's booth at an agent conference

Never stare at a blank screen again

Get access to thousands of professionally written, insurance-specific emails, social posts, blog articles, and website pages. Plus, our library is continually updated with fresh, seasonal, and engaging content, so your marketing never goes stale.

The AgentMethods social post library, showing ready-to-publish posts with images and captions

Automations that book you more appointments

We’ve helped agents book 600+ appointments during a single enrollment period by putting follow-ups, review requests, and scheduling on autopilot. New clients book themselves directly onto your calendar, and existing clients are prompted to renew, refer, or buy another policy.

Discover how you can fill your calendar

Illustration of monthly campaign cards sending emails out to a crowd of client profile pictures

Everything handled, so you can sell

Launch your website in days, not months

No 6-month build-outs here. In less than 2 weeks, you’ll have a fully launched, insurance-specific website, with built-in compliance features, engaging content, and automation that starts working on day one. We handle the setup, integrations, and tech so you can start building trust, booking appointments, and closing sales faster.

Your clients’ data is safe

Handling sensitive health information comes with responsibility. That’s why AgentMethods is fully HIPAA compliant. We use strict safeguards, from encryption and secure logins to staff training and regular audits, to keep information protected. Choosing us means reducing your risk, meeting federal standards, and giving your clients peace of mind.

No more lost sleep over CMS rules

We make SOA forms simple with built-in e-signature and 48-hour tracking, so you’re always covered before meeting with Medicare clients. We also build every website, email, and campaign with CMS guidelines in mind. That means your marketing is ready to publish, and you can stay focused on clients instead of regulations.

Integrates with the tools you already use

AgentMethods connects seamlessly with your existing CRM, quoting software, and the software you rely on every day. From day one, you’ll have a streamlined system that shares information, eliminates manual tasks, and keeps your workflow running smoothly, without the tech headaches.

Trusted by thousands of agents nationwide

Ease of getting started. Agent Methods knows Medicare. More robust features than expected. Great customer service!
Greg O.
It’s great knowing my website is there working for me all the time.
Dawn Horne Horne Insurance Agency
This year, I tried their new AEP scheduling program, and WOW, what a success it has been for us. I have over 150 appointments so far, and the results speak for themselves.
John Pepe John Pepe Insurance Agency

Get set up fast. Stay supported for the long haul

Our onboarding and support team knows insurance inside and out, so you get expert help that makes launching and growing your business easier.

Gets you selling sooner

Your dedicated onboarding specialist will meet with you one-on-one to launch your website and marketing in under 2 weeks. We’ll handle the setup, integrations, and content.

Ongoing, proactive support

Our support team doesn’t just wait for you to call — they check in with tips and ways to improve results. It’s like having a marketing consultant on your team, without the extra payroll.

Insurance expertise built in

Because our team has helped over 1,000+ insurance businesses, you’ll get answers and strategies that actually work, without having to explain what you do.

Here’s how we help insurance agents win more referrals and sales

Book your demo

See how AgentMethods fits into your agency. We’ll walk you through the platform, answer your questions, and show you what’s possible.

Get set up with expert guidance

Our onboarding team helps you launch your site, automate follow-ups, and customize your marketing in days, not months.

Grow your insurance business

Stay in touch, get more referrals, and win more cross-sales while AgentMethods keeps your marketing running in the background.

Starting at $179/month

Growth starts here

This isn’t just a demo. It’s a chance to talk through your goals, challenges, and vision with someone who understands the insurance business. We’ll show you how to engage clients, build trust, and grow your book of business — without doing it all on your own.

Solutions

  • Websites
  • Compliant content
  • Email marketing
  • Scheduling tools
  • Social media posts
  • Automations

What to expect

  • Schedule a time that works for you
  • A live demo with an insurance marketing expert
  • A conversation about what’s working, what’s not, and where you want to take your business

Ready to spend less time marketing and more time growing?

Get a live walkthrough of how AgentMethods can help you engage clients, build trust, and grow your book of business.

What services are you interested in?

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