Insurance Funnel Service: Done-For-You Funnels That Turn Quotes Into Policies
Insurance Sales Funnels Built to Capture, Nurture & Convert Quote Requests
Brands That Trust Us
Trusted by Clients Worldwide on Upwork
We’re proud to have 3 dedicated Upwork profiles with 100% Job Success. A reflection of our commitment to quality, transparency, and delivering funnels that convert.
Mike Navitsky
Founder
5.019 Aug, 2025
Mukesh did an excellent job on my ClickFunnels project. He was professional, knowledgeable, and quick to understand exactly what I needed. Communication was smooth, and he delivered high-quality work on time. I appreciate his expertise and problem-solving skills, he made the process simple and efficient. I’d definitely recommend him to anyone looking for a reliable ClickFunnels expert and would be happy to work with him again.
PSD Mockups for Site Revision
5.0Sep 18, 2019
Devender did a great job, as he did on my previous project. We even decided to increase the scope of the project, and I was very pleased with the result. We had a small miscommunication about the role of GitHub in the project, for which I take some responsibility.
Bian Manning
Owner
5.0Jan 3, 2024
Really enjoyed working with Devender. He quickly and competently solved my problem, and was a pleasure to communicate with. Look forward to relying on him for future website/IT-related needs.
Redesign ClickFunnels Sales Page
5.0Mar 9, 2023
Devender was great to work with. He went above and beyond to make sure our project was successful. On top of his positive work ethic, he’s also very skilled at what he does. Will definitely hire again!
Joel Harrison
Founder
5.0Dec 29, 2017
Great experience with her. She was quick and did great work. Love her honesty and timeliness!
Re-create 2 funnels (each of which is just two steps) in ClickFunnels 2.0
5.0Feb 1, 2024
Another perfectly executed project by Devender - really grateful for all his excellent work.
Wordpress web development for church site
5.0Apr 11, 2022
I'm grateful to have Dev's support on a range of projects. Such a reliable and capable partner, and a great colleague.
Hybrid mobile app design
5.0Dec 15, 2017
Sonia was fast and delivered 40 pages in 7 days. we had a very well cooperation to finish my assignment with satisfaction. I would recommend her.
Unmatched stats that no one can ignore
Our growth is equivalent to our clients’ growth, who have trusted us for more than 11 years
Mike Navitsky
Bastion LLC
92%
of clients saw higher conversions within just 30 days of launch.
67%
improvement in lead quality that brought more valuable prospects to our clients.
Joe Rampe
Just Choice
Dr. Chris Stankovich
Advance Human Performance Systems
3×
faster funnel speed ensures a smooth and seamless user experience.
78%
of clients successfully doubled their ROI after implementing our funnels.
Andrea
CF Funnels Client
Don Markland
Accountability Now
4.9★
is the average rating our projects earn from happy clients.
60%
lower bounce rate that kept these visitors engaged longer on the funnels we developed.
Emily K. Petroff
CF Funnels Client
Thomas Tapp
CF Funnels Client
85%
of clients upgraded to full-funnel plans after seeing results.
100+
brands have successfully scaled their growth using our funnels.
Jehn Glynn
CF Funnels Client
One Insurance Funnel Won't Fit Every Line of Business
From a first auto quote to a full commercial package, each coverage type needs a different insurance marketing funnel strategy. Here's what we build most often:
Let’s See Our Client's Success Story
We could talk about funnels all day, but sometimes it’s best to let our clients do the talking:
Challenge:
Outdated website lacked trust and automation.
Solution:
WordPress redesign with GoHighLevel, SEO, automation, and Facebook Pixel integration.
Result:
Modern site boosted leads and engagement.
Challenge:
High traffic but poor conversions due to unclear journey and no funnel.
Solution:
Built a GoHighLevel funnel with optimized pages, lead magnets, and automated nurturing.
Result:
Stronger conversions, higher retention, and steady revenue growth.
Challenge:
Unclear flow and no streamlined subscription system.
Solution:
Redesigned on GoHighLevel with calming UI, Stripe subscriptions, and automated emails.
Result:
Smoother user journey, stronger trust, and better subscription growth.
Challenge:
Complex Figma design, poor maintainability.
Solution:
Pixel-perfect Divi build with global presets, modular layouts, and custom JS for interactions.
Result:
Scalable, design-accurate site with easy updates.
Challenge:
Outdated website lacked tools and visibility.
Solution:
Modern WordPress redesign with ClickFunnels, SavvyCal, SEO, and lead capture integrations.
Result:
Professional site boosted book sales and client engagement.
Challenge:
No digital presence, low engagement.
Solution:
Built WordPress site with logo, chatbot, reviews, and full brand identity.
Result:
Professional online presence boosted trust and leads.
Your Funnel, Perfectly Aligned With Your Tools
Think your platform limits what your funnel can do? Not really. We design funnels that perform beautifully on the tools you already use.
Your tool shouldn’t hold you back, the design makes all the difference.
Platforms we specialize in:
Your tech isn’t the limit, smart design unlocks its full potential.
Who We Build Insurance Funnels For
An insurance funnel isn't one-size-fits-all. We tailor the flow, copy, and automation to how your agency actually quotes and binds business.
-
Independent P&C Agents
For agents who need an insurance lead funnel that routes auto and home quotes to the right carrier automatically.
-
Multi-Agent Agencies
For agencies needing a shared insurance sales funnel with automatic lead routing across producers and lines of business.
-
Life & Financial Advisors
For advisors needing a needs-based life insurance funnel that educates prospects before booking a consultation.
-
Health & Medicare Brokers
For brokers needing a funnel that captures eligibility details and schedules enrollment calls during open enrollment.
-
Commercial & Business Insurance Brokers
For brokers who need a funnel that qualifies business type, size, and risk before routing to a specialist producer.
-
MGAs & Insurance Marketing Orgs
For MGAs and IMOs needing a recruiting or lead-distribution funnel that feeds qualified opportunities to downline agents.
Why Choose Us for Your Insurance Funnel Service
We build insurance sales funnels the way agencies actually close business — fast quote follow-up, long-term renewal nurture, and a clean handoff to your AMS.
- Coverage-specific funnel copy and page design, not generic templates
- AMS, rater, and calendar integrations built in
- Automated quote and renewal nurture sequences
- Mobile-first pages built for on-the-go quote requests
- Ongoing conversion testing and optimization
Our Insurance Funnel Framework
From audience research to automated renewal reminders — here's how we build an insurance funnel that converts faster and scales with your book of business.
Turn Your Insurance Funnel Into a Predictable Policy Engine
Learn, Get Inspired, Succeed
Not ready to redesign just yet? That’s okay. We’ve put together resources, guides, and stories from real projects to help you see what’s possible.
