Professional Services · Palm Beach + Treasure Coast

Marketing for insurance agencies, accountants and advisors.

Your clients trust you with their money, so they choose carefully and they stay for years. We bring independent insurance agents, CPAs, bookkeepers and financial advisors exclusive quote and consultation requests, never shared or resold. Plans from $750 a month, website included, month to month; most offices spend $1,050 to $1,500 a month all-in with ads.

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Exclusive leads, never resold
60-day guarantee, month to month
Owner-run, serving Palm Beach County and the Treasure Coast

portal · professional services

Yours

every lead, never shared or resold

setup fee

$750

a month, website included

Month to month

no contract to sign

01 · The challenge

Why this industry is different.

Lead vendors sell the same quote request to several agents at once, so you race four competitors to a stranger. Tax season and hurricane season crowd the calendar while the rest of the year goes quiet. And carriers, the state and your licensing body all have rules about what an ad may say.

Generic marketing does not survive that. What follows is the plan we run for this board.

What makes it hard

Shared: vendor leads, sold to several agents at once
Seasonal: tax season and hurricane season, then quiet months
Rules: carrier, state and licensing rules on every ad

02 · How we fix it

The plan for this board.

Block 01

Exclusive Quote and Consultation Requests

Stop renting shared leads

We run Google ads in your own account, on searches like 'flood insurance quote Boca Raton' or 'bookkeeper for small business Jupiter', with your own tracking number and your own forms. Every request goes to you alone and texts your phone within 60 seconds. You see the cost of each one in your portal, so you can compare it with what your lead vendor charges.

Insurance: homeowners, flood, auto and commercial campaigns, raised before and after hurricane season and brought back down.
Accounting and bookkeeping: year-round campaigns for monthly bookkeeping and payroll clients, not just tax season.
Advisors: consultation requests from people searching for a fiduciary or retirement planning near them.

Explore Google Ads

Block 02

Show Up in Local Search and Maps

Be the office people find and trust

Most people search for a local agent or accountant, then read the reviews. We optimize your Google Business Profile, ask happy clients for reviews at the right moment, and build a page for each service and town you cover, in English and Spanish if your clients use both.

See local SEO

Block 03

Ads That Stay Inside the Rules

Your name is on every ad, so you approve every ad

Every ad and page goes to you for sign-off before it runs. We make no promises about rates, savings or returns, include the disclosures your carrier or licensing body requires, and keep client financial details out of web forms: they ask only for contact details and what you need.

See web design

03 · What we run for you

Which services we run here.

Same platform as every other industry. What changes is the order we run them in, and what we are willing to pay for a lead.

04 · Your starter design

An office site is built.

Click through the professional office layout live: a page per service, consultation forms and team profiles. We rebuild it around your agency or practice and it becomes yours alone. Want something fully custom instead? That starts at $2,500, less the $750 website credit on a plan.

preview.iveymarketing.com/legalAVAILABLE

The injury law template's first screen: 'Hurt in an accident?' with call and free case review buttons beside an attorney reading a file

Preview the live site

0.9s largest paint · <100ms interaction · 0.00 layout shift

The Legal starter

A page per service, written for clients not insiders
Quote and consultation forms wired into your leads CRM
Team profiles built to earn trust quickly
Review and testimonial sections that stay compliant

★ ONE OWNER PER DESIGN ★

Ask for it and it is yours alone.

No other business in the county ends up with your website. It is simply how we skip the four weeks a site normally takes.

Want to see what the other industries start from?

See every starter design

05 · What is included

Everything in the box.

All-in, most offices start at $1,050 to $1,500 a month: Starter at $750 plus $300 to $750 of ad spend, paid straight to Google. Want Google and Facebook together, or a bigger seasonal push? Growth is $1,500 a month plus ad spend. Month to month, and you never get a bill for leaving.

Your website, from the $750 website credit
Leads CRM: every request texts your phone within 60 seconds
Google Ads in your own account, one channel on Starter
Google Business Profile optimization and review requests
A page per service and town you cover
Spanish pages and ads when your clients use both
Email follow-up for renewals and referrals (Growth and Premium)
Monthly report and strategy call

06 · Who it is for

Who this is right for.

Independent insurance agencies

Ready to stop buying shared leads and own where quote requests come from.

CPAs and bookkeepers

Wanting monthly bookkeeping and payroll clients all year, not just a tax-season rush.

Financial advisors

Where trust decides everything and a good review profile does half the selling.

Small offices with one or two staff

Who want the marketing handled and every request on one screen.

Not your situation? Tell us on the call and we will say honestly whether we are the right shop for you.

07 · Before you ask

Common questions.

Are the leads exclusive?

Yes. The ads run in your own Google account, with your own tracking number and forms, so every request goes to you alone. Nobody else is sold it, and the account, the leads and the data stay yours if you leave.

How does the cost compare with a lead vendor?

Vendors charge per lead and often sell the same one to several agents. With us you pay a flat plan plus ad spend, and your portal shows the cost of every request. What a request costs depends on the line of business and the town; we give you an honest range for yours on the first call, before you pay anything.

Do you know the advertising rules for insurance and financial services?

We design around them. Every ad goes to you for sign-off before it runs, we never promise rates, savings or returns, and we add the disclosures your carrier or licensing body requires. You stay the final check on anything that carries your license.

Can you handle the seasons?

Yes. Ad spend is paid straight to Google and can go up within a day before hurricane season or tax season, then back down. The plan fee stays the same and there is no penalty either way.

Want a plan and a price for your office?

Tell us what you sell and where, and we will come back with an honest answer about whether this is the right place to start.

Send it Call (561) 633-9452no contract · usually answered same day