Digital marketing and lead generation agency for insurance

More insurance leads, ready to sell

Lead generation, high-converting websites and landing pages, CRM and AI Agents for brokers, insurers and agents who want more policies without relying only on their portfolio or comparison sites.

Insurance customers already start their search online

49%of insurance customers research through digital channels before buying
6 out of 10digital customers buy on the insurer’s website
29%of online buyers use search engines or comparison sites

Source: Verti (Mapfre Group), Digital Insurance Observatory in Spain (April 2025, survey of more than 9,000 people).

They trust us

Clients in the insurance sector

Adeslas SegurCaixa, a TRILOGI client

The sector’s challenges

Expensive, poorly qualified leads that arrive too late.

Customers compare prices in minutes and buy from whoever answers first. Meanwhile, many leads get lost in a generic form, a spreadsheet or an inbox nobody checks in time.

  1. 01

    Dependence on comparison sites

    Shared leads and a price war. Your own lead generation with SEO, Google Ads and Meta Ads for exclusive leads at a controlled cost per policy.

  2. 02

    Leads that don’t get qualified

    Forms that can’t tell who wants to buy now. Multi-step forms and lead scoring by line, renewal date and profile.

  3. 03

    Slow response

    The first to call wins. Automatic routing to the agent, WhatsApp and alerts to make contact in minutes, not days.

  4. 04

    A portfolio that doesn’t grow

    Customers with a single policy and renewals that slip away. Renewals and cross-selling by line and referral programs that turn customers into new leads.

Lead generation, live

Every visit, a qualified lead.

A form that asks just enough, scores purchase intent and sends each contact to the best channel in seconds. Try it: choose as if you were a customer and see how the lead reaches your sales team.

1What do you want to insure?

2When does your current policy expire?

3How would you prefer us to contact you?

This is how the lead reaches your CRM
Line—
Renewal date—
Preferred channel—
Lead score
0
Waiting for data

    Illustrative simulation with sample rules. In each project we define with you the lines, questions, scoring and lead routing, connected to your CRM and tools.

    Who we work with

    From independent brokers to major insurers.

    Insurance agent meeting with clients01

    Insurance brokerages and agencies

    More leads of your own, a website that converts and a CRM that never lets a renewal slip.

    LeadsCRM
    Customer service team wearing headsets02

    Insurers and mutual companies

    Lead generation by line and channel, product landing pages and customer service with AI Agents at scale.

    Paid mediaAI Agents
    Insurance agent talking on the phone03

    Agents and sales networks

    Leads routed by area and specialty, with tracking and metrics per agent.

    RoutingWhatsApp
    Doctor seeing a patient04

    Health, life and funeral

    Campaigns by profile and life stage, with forms that respect customer privacy.

    SegmentationGDPR
    Mother and son smiling inside a car05

    Home, auto and business

    Lead generation at the key moment: buying a home or car, renewals and new businesses.

    RenewalsB2B

    Selling another type of insurance? We know how to win those customers too.

    Tell us about it

    Everything under one roof

    Insurance lead generation, with AI across the entire funnel.

    Generation

    SEO, Google Ads and Meta Ads by line, area and buying moment.

    Capture

    Landing pages and multi-step forms that qualify every lead.

    Management

    CRM, scoring and automatic routing to the right agent.

    Conversion

    WhatsApp, reminders and follow-up until the policy is signed.

    01

    Strategy

    02

    Marketing

    03

    Creativity

    04

    Technology

    We’re a good fit if…

    Your insurance business wants more policies.

    • You’re a brokerage, agency, insurer, mutual or agent network.
    • You want your own leads instead of relying only on comparison sites.
    • You need to respond before your competitors.
    • You’d rather measure cost per policy, not just per click.

    First meeting

    What we review together.

    • Where your leads come from today and what each policy costs you.
    • Your website, your forms and how they qualify leads.
    • What happens to a lead from arrival until it’s contacted.
    • Your CRM, your policy software and which integrations are needed.
    Book a meeting

    Keep exploring

    Services to capture and convert more leads.

    Frequently asked questions

    What we’re often asked.

    Which insurance companies do you work with?

    With insurance brokerages and agencies, insurers and mutuals, tied agents and sales networks, in lines such as home, auto, health, life, funeral and business insurance.

    Are the leads exclusive?

    Yes. We generate leads with your own campaigns, website and landing pages, so they’re yours and aren’t shared among several companies as on many comparison sites.

    How are leads qualified?

    With multi-step forms that ask just enough (line, renewal date, profile, preferred channel) and a score that prioritizes those ready to buy now. The rules are defined with you.

    Does it integrate with our CRM or policy management software?

    Yes. We connect leads to your CRM and, where possible, to your management software, so each agent receives the lead with all the information and nothing is typed twice.

    Can you also help us with our current portfolio?

    Yes. Besides winning new customers, we work on renewals, cross-selling other lines and referral programs, so every customer is worth more and brings in new leads.

    Can you build our own quote engine or comparison tool?

    Yes. With AI-powered custom software we build quote engines, comparison tools and customer portals connected to your policy management software and CRM.

    How is GDPR compliance handled?

    Forms include the necessary consent and legal information, and only essential data is requested. Sensitive data, such as health data, is handled with special care and under the appropriate legal basis.

    How do we get started?

    With a no-obligation first meeting where we review where your leads come from, what they cost you and what happens to them. We propose a phased plan, starting with what can bring in the most policies.

    Next step

    Our business is to grow yours

    Tell us what insurance you sell and how you generate leads today. We’ll propose the first step to get more leads and more policies.

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