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    For independent insurance agencies

    Agency Growth Engine

    Your marketing department, front desk automation and IT team, working together so you can focus on writing policies.

    Book a Free Strategy Call

    Built around your agency

    More than another ad campaign.

    Bring in quote requests from your own market, follow up while interest is fresh, and stay in touch before renewal. We connect marketing, The C&C Platform and secure IT, with monthly reporting focused on quotes, binds and retention, not just clicks.

    Foundation

    Get found. Stay connected.

    For smaller, referral-led agencies building a stronger local presence.

    • Business profile optimization and weekly posts
    • Local search visibility by town and line of business
    • Website refresh with dedicated quote-request forms
    • Review requests after a policy is bound
    • Consent-based missed-call response and website quote intake
    • Monthly reporting on calls, forms, reviews and search visibility

    Tailored scope and pricing on your strategy call.

    Growth

    Fill the pipeline.

    For agencies ready to build a consistent source of exclusive quote requests.

    • Everything in Foundation
    • Search advertising by line of business
    • Dedicated landing pages and call tracking
    • The C&C Platform pipeline and consent-based follow-up
    • X-date re-quote and pre-renewal retention campaigns
    • Social media management and monthly performance reviews

    Tailored scope and pricing on your strategy call.

    Full Agency

    Run the front office.

    For larger teams, commercial lines and agencies with multiple locations.

    • Everything in Growth
    • AI receptionist for after-hours and overflow inquiries
    • Agency management system integration, subject to access and scope
    • Targeted cross-sell and commercial outreach campaigns
    • Managed IT, device management, backups and email security
    • Quarterly strategy sessions with C&C's co-founders

    Tailored scope and pricing on your strategy call.

    Optional additions include AI reception, book audits and cross-sell campaigns, additional lines of business, Spanish-language campaigns, video content, standalone managed IT and producer recruiting.

    Build carefully. Measure what matters.

    Audit and plan

    Review your local presence, carrier appetite, quote flow and current systems. Establish a baseline for quotes, binds and retention.

    Build and launch

    Set up quote pages, call tracking, The C&C Platform and consent-based follow-up. Review approvals and train your team before launch.

    Optimize and manage

    Adjust campaigns around the lines that bind, launch renewal and cross-sell workflows, and review performance with you regularly.

    Compliance comes first.

    • Agency identity and producer licensing details where state rules require them.
    • No carrier names or logos without the required written approval.
    • No guaranteed-savings claims. Quotes remain subject to underwriting.
    • Documented consent and opt-out handling for text and call follow-up.
    • Role-based access, multi-factor authentication and agreed data ownership.
    • Legal review and carrier approvals coordinated with your agency before launch.

    Campaign review supports your compliance process; it does not replace legal advice or guarantee regulatory approval.

    Questions from independent agents.

    Who is Agency Growth Engine for?

    Independent property and casualty agencies that want marketing, front desk automation and IT coordinated by one team. We tailor the scope to your staff, carrier appointments, target lines and local market.

    Are the leads exclusive to my agency?

    We build campaigns and quote-request pages for your agency rather than selling shared lead lists. Inquiries generated through those campaigns go to your agency's pipeline.

    How do you handle advertising and texting compliance?

    We review campaigns against applicable state rules and carrier requirements before launch. Carrier names and logos require written approval where applicable. Text and call outreach is scoped around documented consent and opt-out requirements; your agency remains responsible for required approvals and legal review.

    Can you connect to our agency management system?

    We review your system, API access, permissions and available integrations during discovery. Any integration is confirmed in the scope before you commit; not every system supports the same connections.

    How soon can we launch?

    We begin with an audit, then build the quote pages, tracking and follow-up workflows before launching campaigns. Timing depends on access, approvals and scope. Quote volume and policy results depend on your market, budget and team's follow-up; they are not guaranteed.

    How is the program priced?

    Foundation, Growth and Full Agency are monthly service packages with setup scoped to your needs. We provide a tailored quote on a free strategy call. Advertising spend is separate and paid directly by your agency; pricing and terms are agreed before work begins.

    Do we keep our accounts and data?

    Your agency retains its accounts and client data. We work with role-based access and multi-factor authentication, and agree on where information is stored and how it connects to your existing systems.

    Let's build your agency's growth plan.

    We'll review your profile, website, quote process and technology, then recommend the right scope for your agency.

    Book a Free Strategy Call