Diversified lead sources
A diagnostic that measures how concentrated your risk is, plus a plan to add content, LinkedIn and systematic referrals.
Playbook: Insurance agents
Prospects every month, not only when someone refers you.
For independent insurance agents: a clear specialty, an honest way to present the premium, trust-building content and follow-up that doesn't let anyone go cold.
Prospects every month, not only when someone refers you. 138-page PDF, 28 AI prompts, 39 templates and an Excel CRM, with an 8-week plan.
- 28 AI prompts and 39 ready-to-copy templates
- A scored diagnostic that tells you where to start
- 8-week plan with a “Done when” at every step
$697.00
Buy nowThis resource is in Spanish. The files you download (PDF, templates, prompts) are written in Spanish.
- Secure checkout with Stripe or PayPal
- Instant digital delivery
- 15-day guarantee
Does your month depend on someone remembering to refer you?
Referrals are your best source, until a month goes by without them. Then you're chasing cold contacts in a hurry, and it shows. The risk isn't your product: it's having almost all your prospects come from a single source, with no system to follow up.
What changes once you have it.
Trust before the meeting
A core content script that educates without scaring and brings prospects to the call already informed.
No one goes unanswered
WhatsApp cadences and templates, a lean CRM and renewals that flag themselves in your spreadsheet.
Three files, one system
PDF playbook (138 pages)
15 chapters in order, from diagnostic to plan: product, pricing, AI protocols, WhatsApp and CRM, website, Google, reviews and social media.
Prompt and template kit (.txt)
The 28 prompts and 39 templates from the PDF in a separate file, so you can copy and paste without formatting errors.
Lean CRM in Excel (.xlsx)
Drop-down lists, rows that change color when a follow-up is overdue, an automatic dashboard, weekly metrics and the 8-week plan.
AI context sheet
Fill it out once and every prompt answers about your actual business, not in generic terms. Each prompt tells you what to check in the response.
Future editions included
If I correct or expand this playbook, the new version shows up in your account at no extra cost.
Here's what it looks like inside, before you pay.
Template T16 from the playbook and the prompt and template kit.
Template T16: WhatsApp Business profile description
[YOUR OFFER IN ONE SENTENCE] Insurance agent, CNSF license [NUMBER]. I work with [INSURERS]. Serving [CITY] and online. I reply in under 1 hour during [HOURS].
Real pages, exactly as you'll download them.
Four real pages: the diagnostic, a prompt, a template and the final checklist. Click any of them to see it full size.
It's for you if you're:
- Independent insurance agents with an active license who live almost entirely on referrals
- Small agencies that want the same follow-up process for the whole team
- Anyone who wants to publish content without sounding pushy or fear-driven
It's not for you if:
- Anyone looking for a course on closing techniques or insurance products
- Anyone who wants someone to run their paid ads: that's not included
- Anyone expecting this material to replace their insurer's or the CNSF's regulations
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01
Diagnose
Take the 0-to-2-point diagnostic and find out which chapter holds your most expensive leak.
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02
Apply
Follow each step with its time estimate, its prompts and its “Done when.” You don't move on until you meet it.
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03
Measure
Check your metrics in the CRM 20 minutes a week and adjust with the 8-week plan.
15
day money-back guarantee. If it doesn't work for you, write to me within 15 days of purchase and I'll refund the full amount. See the policy
Made by Oscar Garza.
Master's in digital marketing, based in Monterrey. I design and run marketing for real businesses, and I share marketing and Canva content on social media every day.
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Before you buy.
Do I need to know marketing or tech?
No. Every step tells you how long it takes, what you need and how to know it's done right. For the AI part, the free version of ChatGPT, Claude or Gemini is enough, and the CRM works in Excel or Google Sheets.
How long will it take me?
The plan is designed for 8 weeks, working a few hours a week. The diagnostic lets you skip what you already have covered, so it may take you less.
Will you implement it for me?
No. The playbook is complete so you can apply it yourself. If at some point you'd rather have hands-on support, my services are on the website, but you don't need them to finish it.
What if it doesn't work for me?
You have a 15-day guarantee, under the site's refund policy. Email me at [email protected] and we'll sort it out.
Full description
Don't let your book of business depend on a lucky month.
138-page PDF, prompt and template kit, and Excel CRM. One-time payment of $697 and a 15-day guarantee.
$697.00
Buy now- Secure checkout with Stripe or PayPal
- Instant digital delivery
- 15-day guarantee