Featured At:
Seven Figure Medicare Summit ◆ David Duford Channel ◆ Christian Brindle Channel ◆ Luis Moreno Channel ◆ Patricia St. Louis Channel ◆ Crowe & Associates Channel ◆ Elite Agent Summit
The most powerful thing you can do as an insurance agent is:
Generate Your Own Exclusive Leads
"There are many programs out there that are taught by so-called gurus!! They really know nothing about the insurance space!! Shauna is honest, and forthright, and has so much integrity.What she brings to the table is very hard to find in today's world!!!"
-Edmond Mathews | Founder of The Edmondtons Group
"Once you get this system fine tuned, and start to get responses, you can just leave it alone. This system has become THE best way for me to operate my business profitably in the Medicare space. I recommend this because you are in control and never have to turn control over to a 3rd party. It’s all in your hands. I whole heartedly endorse this program.
-David Kell | Medicare Supplement & Medicare Advantage Agent
"Insurance Click To Close is completely different from any other ads course. I've spent $1,000's of dollars on other Ads Courses and even hired "experts" This course will teach you how to run ads correctly the first time. There is no frustration, no guessing, no money wasted- it is all laid out and easy to follow. Shauna's teachings have completely changed my business."
-Roslyn Rosales | Medicare, ACA, & Life Insurance Agent
"I recommend this course because it’s easy to follow AND it actually delivers everything it says it will. My favorite part is that I can move at my own pace and it’s easy to understand. I know that the skills that I’m learning will impact my business 10-fold."
— Richard Alvarez | Medicare, ACA, & Life Insurance Agent
The System Inside Insurance Click To Close
In this video, Shauna shares exactly what is inside and answers the most frequently asked questions.
"I would have saved $10,000 if I knew about this course a few years ago...
Insurance Click To Close is completely different from any other ads course and has exceeded my expectations. I actually enrolled begrudgingly because I have invested thousands of dollars trying to run my own ads and have even hired people to run my ads. This is the first time I’m actually seeing results.
The course teaches you step by step everything you need to know to run a campaign properly. Shauna is incredibly detailed. I have never seen a course that truly breaks down everything step by step in such an easy to follow manner. Even if you are brand new to running ads, you will be able to start from scratch and follow this course.
I love that every part of this strategy is able to be duplicated for all parts of my business. I started with ACA ads (and my cost per leads immediately were 70% LOWER than ever before). Now I will start using this strategy for all my other lines of businesses (Medicare, life insurance, supplemental health, insurance for kids). I only wish I knew about this course earlier because it is going to help me change my business and reach my goals faster.
-Roslyn Rosales | Medicare, ACA, & Life Insurance Agent
As an insurance agent, you know:
1️⃣ Leads are the lifeblood of your business.
It doesn’t matter how amazing you are at connecting with prospects or how great your pitch is - Without a constant flow of prospects in the pipeline, there are no clients.
2️⃣ Not all leads are created equal.
Let's be frank: Most lead agency leads are crap. Why? Because the lead agency and you have different goals.
👉 You Need➞ Leads that are already interested in what you offer and are exclusive to you.
👉 Lead Vendors Need➞ Leads that are quick and cheap. Plus, they often sell these leads to multiple agents to maximize their profits.
This is how so many agents get stuck in the never-ending-cycle of buying leads, cold calling, chasing leads to talk to them, and meeting with junk leads. It’s stressful, frustrating, and a waste of time.
3️⃣ The right leads make all the difference.
No matter how good you are with sales, your efforts will fall flat without the right prospects.
⭐️ Contacting a lead who has expressed interest -or even scheduled their own appointment with you- makes all the difference.
What if you could take full control of scaling your business by:
👉 Generating your OWN exclusive leads on autopilot and filling your schedule with prospects already looking for your services-
❌ WITHOUT being tech savvy, relying on lead vendors, or chasing prospects to meet with you?
(Because you can. And it's actually really easy.)
Introducing the game-changing, step-by-step course created specifically for insurance agents:
Insurance Click To Close
Insurance Click To Close shows you how to:
➡️ Leverage the power of Facebook & Instagram advertising to generate your own exclusive leads
➡️ Instantly connect with an automated workflow
➡️ Automatically prompt prospects to schedule an appointment
➡️ Become fully self-sufficient in managing your own Facebook/Instagram Ad Campaigns
In this easy-to-follow course, you'll move through the digital content at your own pace to set up your Meta (Facebook) Business manager, launch Facebook/Instagram ad campaigns, and create an automated workflow.
You will master how to fully manage your lead generation ads on your own.
(No tech experience necessary!)
*You'll have lifetime access to the digital course content and access to any and all updates.
⭐️ This is not like any other Facebook/Instagram Ads Course. This is only for Insurance Agents ready to generate their own leads on autopilot.
"You can't go wrong by enrolling in this course...
Where do I even start? There are many programs out there, that are taught by so-called gurus!! They really know nothing about the insurance space!!
I have worked with some very high level marketers and have spent over $1,000,000 in ad spend. I have also spent many thousands of dollars trying to figure out how I could lower my lead costs?
If you implement what she teaches you, follow the steps, don't jump ahead, everything is methodically laid out in an easy to learn format. The techniques that you learn from her program can also be implemented in other niches and even other industries. With our mergers and company acquisitions- Shauna has greatly improved our outreach and bottom line.
She doesn't put a lot of unnecessary fluff. But you also never wonder how to implement what she teaches. Shauna is honest, forthright, and has integrity. What she brings to the table is very hard to find in today's world!!! She really does have your best interest at heart.
If you are a new insurance agent or a seasoned agent, or if you have been burnt out from all the marketing money and all the programs that you have spent trying to get ahead of the game… You can't go wrong by enrolling in the course, trusting the process, and learning what she teaches you.
I fully endorse her and her course.
-Edmond Matthews | Founder of The Edmondtons Group
What's inside
Insurance Click To Close:
Master Facebook Lead Ads
Generate your own exclusive leads through Facebook and Instagram advertising.
Follow along step-by-step to build your own lead generation campaign, hack-proof your account, and implement audience targeting strategies to prospects who are currently searching for your services.
~NO tech experience necessary~
[➤Value: $3,997]
Insurance Specific Strategies
This course is jam-packed with insurance specific campaign strategies and best practices.
You'll learn the best strategies to run lead ads for specific situations such as: one LOB, multiple LOBS, to one state, to multiple different states, targeting a specific age or age range, T-65 strategies, targeting based on income level, and so much more.
Follow along in the videos and download the diagrams for your specific scenarios.
[➤Value: $997]
Advanced Strategies
Utilize the most impactful strategies for your ads to reach your ideal audience, retarget users that engage with your ads, optimize campaigns to continuously decrease your cost per lead, and scale your successful campaigns without hurting your ROI.
Beginners welcome!
[➤Value: $827]
CRM Workflows & Training
Instantly connect with your new leads through automation.
Copy our templates and complete workflow to automate prompting new leads to schedule an appointment with you.
Receive text notifications when you obtain a new lead so that you may directly contact your new lead OR just let the automation take care of all follow-ups.
[➤Value: $1,433]
Repeatable System
Create a system that is reliable, repeatable, and scalable.
After you set your system, in around 15 minutes every other week, you will easily be able to maintain, scale, and manage your lead generation campaigns.
You are 100% in control of the ad spend, the content your ideal customer sees, and your business' growth.
[➤Value: Priceless]
Fully Self-sufficient
Create, interpret, optimize, and manage your own campaigns. I'll help you remove all the overwhelm and confusion when it comes to looking at your results.
No more guesswork: You will know exactly what changes need to be made in order to optimize your campaigns.
You’ll go from beginner to advanced and fully be able to manage your own Facebook Lead Campaigns.
[➤Value: $2,800+/month for skilled Ad Manager retainer]
"This system has become THE best way for me to operate my business profitably in the Medicare space...
I have several decades experience in this business. In the past, I used to rely on purchasing leads from 3rd party companies (and I’ve tried just about every company out there) and mailers. The most frustrating thing is that you end up wasting a lot of money on leads that go nowhere.
I wanted to find a better way to do marketing for my business. My FMO (Crowe and Associates) recommended this course so I decided to enroll.
The best part for me is that once you have this system set up and start to get responses, you can just leave it alone. This system has become THE best way for me to operate my business profitably in the Medicare space. I recommend this because you are in control and never have to turn control over to a 3rd party. It’s all in your hands.
I whole heartedly endorse this program.
-David Kell | Medicare Supplement & Medicare Advantage Agent
Check out some more of our results using this exact system:
🔓 Unlock the complete system to generating exclusive leads on auto-pilot.
ACA ◆ Medicare ◆ Life ◆ Final Expense
Lifetime Access
📢 Business Courses Are Tax Deductible
"Insurance Click To Close is unlike any other course or YouTube training I've ever seen...
This course is incredibly comprehensive compared to all other courses on the marketplace. Shauna shares detailed information that I have never heard before in any other course. I have previously ran my own Ads without much success. Now, I know how to manage my marketing long-term and am able to predictably scale.
I highly recommend this course and am incredibly excited about the long term benefits from Luis and Shauna. I did not expect for this course to actually last long-term. Shauna keeps the course updated and it’s something I can always go back to.
I love that this course shows you how to set up campaigns to reach your specific goals with your specific line of businesses (Medicare, ACA, Final Expense- and even if you are running ads in different states or all at the same time). This course is very user friendly and easy to follow. Shauna is incredibly supportive and greatly cares about our success. This course is truly different from any other course or training I’ve ever seen."
- Kevin Roberts | Medicare, ACA, & FE Agent
Attracting new prospects shouldn't require gambling your money on random lead agencies, begging for referrals, cold calling, or even cracking the Facebook/Instagram ads manager code.
I believe every agent is capable of achieving their goals when they know how to market themselves in this digital world and fully take control of their lead generation.
I created Insurance Click To Close to give the full power back to the you.
Hi, I'm Shauna
I've been a social media marketer since 2015 and launched my digital marketing agency, Social Waves Media, in 2017. In that time, I have managed millions in ad spend for clients generating leads through Meta/Facebook Advertising.
I specialize in helping my clients accelerate their growth and generate highly-targeted leads.
During my time of running ads, I've seen Facebook Advertising strategies drastically shift. Outdated strategies keep advertisers stuck- and I pride myself on keeping my approach updated and current (which equals success and major ROI).
In 2022, I began working with insurance agents and love every minute of it. I greatly care about your success and love breaking these strategies down for you in an easy-to-follow step-by-step manner.
Insurance Click To Close will give you the power to generate your own leads on autopilot. I'll not only show you how to create your own Lead Generation Campaigns- I'll also show you how to be fully self-sufficient and easily manage your campaigns all on your own.
I can't wait to see in you inside!
~ Also Includes ~
CRM Trainings with Top Agents
Christian Brindle
Christian Brindle is the owner and founder of Christian Brindle Insurance Services.
Starting in the insurance business in his early 20s, Christian has spent most of his entire adult life in the Medicare business. He is a top-producing Medicare broker, author, national agent trainer, and industry thought leader.
Christian is the creator of the Seven Figure Medicare Agent Facebook group. With over 9,000 members, this Facebook group is one of the fastest growing online communities dedicated to helping agents grow. Christian also has one of the fastest growing YouTube channels for Medicare agents, with over 6,000 subscribers.
Christian and his team have developed Seven Figure CRM, a custom CRM specifically for independent agents.
Seven Figure CRM makes it easy to track and automate tasks for leads and current clients along with design and host sites and funnels.
Join Christian and his team as they walk you through step-by-step how to utilize the ultimate CRM for insurance agents.
Luis Moreno
I've been an agent since 1999 and have been fortunate enough to grow a large well balanced agency for over 20 years. I was an early adopter to buying internet leads. Back then, I was buying leads for $1.00 each. At this price, we were buying over 1000 a month.
Since then, lead cost from vendors have sky rocketed. I have seen lead vendors charge as much as $30 per lead- and they are not even exclusive to you. The lead vendor companies sell these to multiple agents and then it becomes a race to see who gets to the lead first. Not a good thing and also the ROI is awful.
Several years ago, I decided to create my own leads on social media. I was initially happy with my results... and then I had Shauna perform an Ad Audit on my account.
Shauna showed me impactful changes I had no idea existed that instantly brought my cost per lead down.
I now have complete control over my leads and how much I want to spend. These are my exclusive leads and are not shared with anyone else. This has been game changing for my agency.
In addition to generating my own leads, I have added a powerful, automated CRM that works the leads for me. I share this exact system with you in this course.
In this tough market, we have been able to generate leads to grow our book of business and not lose money with lead cost.
🔓 Unlock Instant Lifetime Access
Including all future updates.
📢 Business Courses Are Tax Deductible
“I’ve paid other people to run my ads and it was a disaster. The best part is that this doesn't have to be just for ACA or Medicare- this will work for all types of insurance. I can finally be in control of my own leads...
I chose to enroll in this course initially because Luis was a part of this and recommended it. Luis is a great agent and trainer, so I knew I could trust him.
This course includes all the little details that make all the difference. There is so much more than just the basic audience targeting. The back-end set up, the campaign structure, actually understanding the metrics- all those details are a game changer.
Shauna gives you a play by play of exactly what to do. She is incredibly detailed and the instructional part is very enjoyable. All you have to do is follow what she says and it works. The best part is this doesn’t have to just be for ACA or Medicare- this will work for all types of insurance.
-Marcie Lesnick | Medicare & ACA Agent
3 Reasons
Insurance Click To Close will help scale your business:
This is not a "theory"...
It's a hands-on action-taking course. I show you how to implement actual strategies that are effective. Follow along step-by-step to create your complete system for generating your own exclusive leads.
No fluff...
All information is relevant to you as an agent. This course is laser focused only on the information relevant for Insurance Agents generating their own leads.
You don't have to be tech savvy...
To get BIG results. You don't even need a website or landing page. This course is designed to be EASY for you to follow, implement, and manage on your own.
This is the moment you make the decision to CHANGE EVERYTHING and take control of your business.
🔓 Unlock the complete system to generating your own exclusive leads on auto-pilot.
ACA ◆ Medicare ◆ Life ◆ Final Expense
📢 Business Courses Are Tax Deductible
"You do not need any Facebook/ Instagram Ad experience for this course to work for you...
This course is excellent. Insurance Click To Close literally shows you how to start from scratch and build out productive ads that are profitable for Insurance Agents. The content is incredibly rich, detailed, and easy to follow. You do not need any experience in ads for this course to work for you. I also love that it is self-paced.
Before the course I tried to run my own ads, hired someone to run ads, and have purchased leads from lead vendors. Thanks to Shauna, I can do my own fishing and be in control of generating my own leads.”
-Charissa James | Independent Agent
You've got questions...
We've got answers.
FAQ
Insurance Click To Close
What is the total cost?
The total cost is a one-time payment of $1,497.
What do I get?
You instantly gain access to the entire digital course, Insurance Click To Close and CRM Training. You can log-in from any and all devices.
Most of the digital course content is step-by-step videos, but you’ll also find downloads, checklists, diagrams, templates, and more. The videos are broken down in bite-size pieces so you can move through the course one step at time. You get lifetime access to the digital content including any and all updates.
What are Facebook/Instagram Lead Ads?
Lead ads are built-in forms where you collect a new lead's name, email, and any other information you want. They are customizable and can be integrated with your CRM. You can effectively run lead ads without a website or even a landing page.
What do I need to get started?
Not much! Your must haves are:
• Personal Facebook account
• Facebook Business page
• Instagram Business Profile (I show you how to convert an Instagram account to a Business account)
Recommended is:
• Email CRM- We show you exactly how to sign-up and use our preferred CRM, but you can use any CRM to add new leads and plug in our workflows.
• The CRM is optional. You have access to a CRM training that shows you how to set everything up (so you can automate 99% of the follow up)- but you also have the option to just download your leads directly from Facebook.
How long will this take me?
This depends on your interests and effort. Some people will take around 1-2 weeks, but if you really want to move quickly, you could move through all the content in a few days.
This does not mean it is recommend that you finish everything in 1-2 days- as you will need to set some items up and create your campaign- but if you really wanted to, you could publish a Facebook/ Instagram Campaign within 48 hours.
What will my average cost per lead be?
This is a very hard question to answer because there are many different variables (location, target audience’s CPM, ad creative, etc) when it comes to determining your price per lead- so I can’t guarantee a price.
I can guarantee that you'll have the tools to determine why your cost per lead is what it is and be able to self-diagnose exactly what needs to change to potentially bring that cost per lead down.
When you are buying leads from lead vendors- getting the cheapest lead is important because it’s such a numbers game. When you are running your own ads and generating your own leads- it’s a completely different experience. You are targeting people that are already looking for your services AND voluntarily decide to request a meeting with you. Even if the price per lead is slightly higher, the close rate should be higher. Higher-quality leads = saving time and increasing ROI.
Once I enroll, what happens next?
Whahooo- I'm so excited! As soon as you join, you'll gain instant access to the course so you can jump in and get started.
What if I need additional support?
This course is set up for you to be able to easily follow along, set up your own ads, and fully manage your campaigns.
However, in the event you would like on-going support, you will be invited to join The Inner Circle (a private membership group with monthly meetings and unlimited access to our ads coaches).
*After you enroll, you will be offered an opportunity to join The Inner Circle for the lowest possible rate. The normal monthly rate is $118/month, you will be invited with a limited time offer for $57/month.
Do you offer a money back guarantee or refund policy?
We know the strategies inside Insurance Click To Close work. That’s why we include a full money back guarantee within 12 days of enrollment- you can read all the details here.
If you do the work, complete the assignments, and implement what you've learned (you’ll have to show proof) and are still not happy, we’ll happily refund you your full amount. By enrolling in this course, you agree to the refund policy found here.
Do I need to be tech savvy?
Nope, you sure don’t! Anyone that can follow directions and take action will be able to succeed inside this course! You’ll find everything you need to set up and maintain your ads all on your own.
Disclaimer and policies found here.
Still have questions? Email us!
Shauna's Team→ [email protected]
"The skills that I am learning will impact my business ten-fold…
I have tried other lead generation courses, however, one of the struggles I had was learning new strategies and adjusting on the fly when changes happen. I decided to enroll because my mentor recommended me to. I am so thankful it was recommended because I would have missed out on a huge opportunity.
I recommend this course because it’s easy to follow AND it actually delivers everything it says it will. My favorite part is that I can move at my own pace and it’s easy to understand. I know that the skills that I’m learning will impact my business ten-fold."
-Richard Alvarez | Medicare, ACA, & Life Insurance Agent
It's all just a few clicks away...
The complete system to leverage the power of Facebook advertising to generate your own leads, instantly connect with an automated workflow, automatically prompt prospects to schedule an appointment, fully manage your own ads, and convert more prospects than ever before.
📢 Business Trainings and Courses are Tax Deductible.
"I wanted to take my ads to the next level...
I felt like I knew the basics of doing Facebook ads (80%) and thought learning the other 20% I didn't know, would take my ads to the next level. This course did it for sure!
Chris Deshommes | ACA Insurance Agent 10+ Years
🔓 Unlock the complete system to getting qualified leads scheduling appointments with you on auto-pilot.
ACA ◆ Medicare ◆ Life ◆ Final Expense
Lifetime Access
📢 Business Courses Are Tax Deductible
"I highly recommend this course...
I was frustrated with leads from my upline and purchasing leads from 3rd party lead vendors. I enrolled because I wanted to finally be in control of my lead generation.
This course is wonderful. The instruction, hand outs, and content are very helpful and easy to follow. I’ve enjoyed learning how Facebook ads actually work. This team really understand the insurance space.
I highly recommend this course. If you are an agent that is wanting to generate your own leads and do it compliantly- this is for you."
-Andrew Lax | Medicare & Life Insurance Agent
