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Paid media management for Insurance and finance

Budget in your account, fee on a separate line, reporting in cost per lead.

In practice, what changes for insurance brokers and financial advisories: You stop comparing agencies by promise and start comparing by cost of acquisition.

We run Google Ads and Meta Ads under one non-negotiable rule: the media budget stays in your ad account, on your card, with your access. Our fee is a separate line in the contract. That ends the transparency argument before it starts.

Monthly reporting shows cost per lead and cost per sale, not impressions and reach. A metric that never reaches the bank account does not become a slide here.

The typical bottleneck in this sector

Quoting requires data nobody wants to type into a long form, while competitors answer in minutes.

What changes in the pipeline

  • Short form: enough to quote, the rest in conversation
  • Immediate routing with first-response time measured in minutes
  • Renewal reminders driven by the previous policy date

What is included

  • Campaign, keyword and audience structure per funnel stage
  • Creative and structured testing, with the hypothesis written before the test
  • Tracking, attribution and offline conversions fed back from the CRM
  • Weekly optimization and budget reallocation by result
  • Monthly report with CPL, CAC and what changes next month

What changes in your operation

You stop comparing agencies by promise and start comparing by cost of acquisition.

How we measure results here

Cost per answered quote and renewal rate in the portfolio.

The fee is monthly and separate from the media budget, which always stays in your ad account. The recommended minimum budget comes out of the diagnosis — it depends on ticket size, sales cycle and competition, not on a price list.

Straight answers

It is a regulated market, can I advertise?

You can, within the regulator rules and what the insurer authorises. We avoid coverage promises, misleading comparisons and prices without conditions.

Does the ad budget pass through you?

Never. The ad account is yours, the card is yours, the access is yours. Our fee is a separate line. It removes the transparency argument and simplifies your accounting.

Can you run campaigns for a company outside Brazil?

Yes, in Portuguese, English or Spanish. What we do not do is promise local knowledge of a market we have not measured — the diagnosis says plainly where our data is thin.

How long until I see results?

Cost per lead becomes readable in 2 to 4 weeks. Cost per sale depends on your sales cycle: if closing takes 60 days, the honest number only exists after 60 days.

Can I hire paid media only?

You can. But if there is no working destination for the lead, we say so in the diagnosis before you sign anything.

Related services

Other industries

A diagnosis of your acquisition operation.

A 40-minute conversation and a document naming the bottleneck: where the lead enters, where it stalls and what that costs per month. No obligation to hire.

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