When Meta gets expensive and vendor leads eat your margin, performance CTV puts your agency on streaming TV with trackable calls and QR responses. Launch in about 5 days. Optimize from a live dashboard.
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Why agencies add CTV
Insurance advertising is regulated. We build creative and landing paths with your compliance review in mind.
Meta cost pain
Finance and insurance audiences on Meta keep getting harder and costlier to reach. Agencies feel the squeeze in cost per lead long before the close rate improves. CTV is how you diversify without abandoning the channel that still works.
Lead quality
Scrolling freebie-seekers are not the same as someone who pauses a show, scans a QR code, or calls. Agencies already buying CTV leads elsewhere often say those contacts feel higher intent. The question is whether you can run that channel yourself instead of renting leads forever.
Agent volume
Hiring and licensing only pays off if each agent gets enough qualified conversations. Performance CTV is built around geos you are licensed in, creative that drives a response, and a dashboard that shows what spend produced.
Compliance
Product claims, licensing disclosures, and state rules vary. We build creative and landing paths with your compliance review in mind. This is not legal advice. Your compliance owner should review final ads before launch.
Traditional CTV was built for brand marketers with deep pockets and quarterly patience. Insurance agencies need licensed geos, response tracking, and a live view of what spend produced, not a monthly deck of impressions.
You're shipping creative weekly on Meta and TikTok, then waiting a quarter to learn if your TV spend even moved the needle.
Most agencies won't touch you under $50K/month. So either you go all-in blind, or you sit out the channel entirely.
Media markups buried in retainers. No clear breakdown of what you're paying for the ads versus what you're paying for the people.
Agencies often ask whether to DIY on the underlying CTV platform or use a managed performance team, whether leads can flow into their CRM, and how to prove the math from impressions to appointments to sales. We walk that pipeline on the demo with your numbers.
Four things we do differently for performance teams, including life and final-expense agencies. Lead routing into your CRM is a common ask. We cover pixel, QR, and call tracking options on the demo so responses land where your agents already work.
See your spend, ROAS, and incrementality the moment it happens. Same view we use to optimize — no decks, no delays.
You know exactly what you're paying with our flat low monthly fee.
From kickoff to live campaign in under a week. We've already done the platform setup, audience research, and creative workflows.
We adapt your top-performing social creative for TV instead of forcing $20K shoots. Faster iteration, lower risk, better results.
You get the same view we optimize against — live, every minute. No more waiting on a monthly readout to find out what's working.
A strategy call on goals, geos where your agents are licensed, creative, and dayparting around call hours. We leave with everything we need.
We adapt creative for CTV, set up pixel, QR, and call tracking options, and stage the campaign so responses can land where your agents already work.
Campaign goes live. You get live dashboard access. We optimize from real response data, not a monthly deck of impressions.
Fit check
A good fit: life, final-expense, or related agencies with licensed agents and a real paid-media budget; teams already buying leads or running Meta who want a higher-intent streaming channel; operators who can track calls, QR scans, or form fills into a CRM and coach follow-up; groups that want done-for-you campaign management, not a self-serve DIY tool.
✓
A good fit
Licensed agencies with paid media
Not a fit: solo producers with little or no ad budget who need free traffic; anyone looking for a self-serve CTV platform login instead of a managed performance service; brand-only awareness buys with no call, QR, or form tracking; teams that cannot keep creative and claims inside compliance review; buyers who need guaranteed national GRPs the way linear TV packages are sold.
✕
Not a fit
No budget / no tracking / DIY only
How is CTV different from Meta for insurance leads?
+Meta is interruptive feed advertising. CTV places your message on streaming TV in living rooms, usually non-skippable in the placements we use, with a QR code or phone number as the response path. Many agencies explore CTV because Meta costs keep rising for finance audiences and because leads who take an action off a TV ad often feel higher intent than scroll-and-tap social leads. We still treat Meta as a channel you may keep running. CTV is diversification, not a religion.
We already buy CTV leads from a vendor. Why run our own?
+Vendor leads can work, but you rent volume at someone else's margin. Running your own performance CTV campaigns means you control creative, geos tied to licenses, dayparting, and the funnel. On the demo we compare the rent-leads path to owning the response path so you can see which model fits how you staff agents.
Can you target only states we are licensed in, and only during call hours?
+Yes on geo: city, DMA, zip, and state targeting are core to how we scope campaigns. Dayparting around agent availability is a common insurance request and something we plan with you on the strategy call. Bring your license map and call-center hours to the demo.
What creative do we need? Can we use existing or AI-generated video?
+Short-form video works. Many clients start from phone footage, existing agent clips, or simple offer spots with a QR code and phone number on screen. AI-generated or existing assets are fine when they pass your compliance review. We help shape the cut; you own the claims language.
How do leads get into our CRM?
+We set up tracking so responses (site visits, form fills, QR landers, call tracking as scoped) can flow into the systems your team already uses, including tools like GoHighLevel. Exact CRM wiring depends on your stack. Bring that to the demo and we map it.
Request a demo. We will tell you straight if it does not make sense for how you sell.
Request a demo →