YaakovWilliams Agency

Raising 300K for Insurance Agency Expansion

Facebook Twitter LinkedIn

I've started a Life Insurance business and I would like to expand to make more money. I would need funding for the platform, Call center, Marketing etc. I'm looking to turn this into a company that would be millions in revenue by next year.

Call Center- To immediately reach out to potential clients, gather information about the client and Lock in a conversation with an agent that will provide quotes and write the policy within minutes

Marketing- I am creating a Marketing team to make the company's presence known on the web and in all social media and search engines, Adwords, etc

Lead Generation- Platforms to capture the person's details once one inputs information, People searching for example: Life Insurance, Senior Life insurance, Mortgage Protection, Annuities, Retirement solutions, etc. Including questions about Life insurance coverage.

We are contracted with the best Carriers at least 30+ and can provide a product to anyone even a person with certain illnesses (that most companies won't accept). I find that clients would like immediate coverage vs. "we will get back to you" type of coverage. So, with the method of conducting a 'field underwriting' we can get the clients approved within minutes even over the phone.

At the end of the day everyone needs insurance if they would like to be protected and provide peace of mind to families. 

So far in 2 months I alone have achieved over 50kAPV written in policies (average 25k a month) and I would like that to be at least $100k+ APV regularly. I do believe that it can and will be achieved with more employees as well as agents, also with special offers to clients. 

Ready to Ask For Funding for your company?

Post a Funding Request