5.0 on Google, 66 reviews

Lead Qualification for Insurance

Stop wasting time on leads that aren't ready to buy. We contact and qualify your insurance leads within 10 minutes, so you only speak to prospects ready to do business.

Learn About Lead Qualification
10 min

Response Time

7 days

Per Week

30+

Leads Guaranteed

10,000+

Leads Delivered

Where Insurance Leads Slip Away

Most insurance businesses lose good leads not because the enquiries aren't there, but because of what happens after they come in:

  • Long, trust-heavy sales cycles before a client commits
  • Competing with banks and large brokerages for attention
  • Inconsistent enquiry flow making income hard to predict
  • Leads who are only price shopping and never convert

How We Help Insurance Businesses

Our qualification service plugs the gaps so every insurance enquiry gets handled fast and properly:

  • Reach people at the moment they are comparing cover
  • Target first home buyers, new parents and business owners
  • Generate qualified enquiries for life, health and general cover
  • Build trust with helpful, compliant educational content

How We Qualify Insurance Leads

Every insurance lead is qualified using your custom script. We identify the best prospects by asking:

  • Business challenges
  • Budget range
  • Timeline
  • Decision-making process

What Qualified Leads Get Booked For

Once qualified, leads are booked directly into your calendar for:

  • Discovery calls
  • Strategy sessions
  • Proposal meetings

The Insurance Enquiries We Qualify

Whatever campaign brings the lead in, we contact and qualify it fast. These are the kinds of insurance enquiries we handle every day:

Free Cover Review Offers

Every lead from these campaigns is contacted within 10 minutes and qualified against your insurance script.

Educational Explainer Ads

Every lead from these campaigns is contacted within 10 minutes and qualified against your insurance script.

Life Event Targeting

Every lead from these campaigns is contacted within 10 minutes and qualified against your insurance script.

Our Solution

The TAP System

Target, Attract, Present. Our proven system designed to ensure your ads reach the right audience and convert them into loyal customers.

Target

  • Identify and define your ideal audience using data-driven insights
  • Ensure your ads reach those genuinely interested in your services

Attract

  • Create compelling ads that resonate with your audience
  • Engage potential customers with high-quality creatives and persuasive messaging

Present

  • Follow up with leads within 10 minutes of entry
  • Ongoing support and optimization to improve results continuously
Book a Free Strategy Call

No obligation. See if the TAP System is right for your business.

The Insurance Qualification Process

A proven 6-step system that turns raw insurance enquiries into booked, sales-ready appointments.

1

Build Your Script

We map your ideal customer and build a custom qualification script for your insurance business before a single call is made.

2

Lead Comes In

A insurance lead submits a form on your landing page or campaign and lands instantly in our system.

3

Instant Contact

Our team calls every lead within 10 minutes while their interest is still high and your competitors are still asleep.

4

Qualify the Lead

We work through your insurance script to confirm fit, budget, timeline and decision-maker status.

5

Book & Hand Off

Qualified leads are booked straight into your calendar with full notes from the qualification call.

6

Report & Refine

We track contact rates and qualification rates every week, then refine the script to lift conversion over time.

What's Included

  • 10-minute lead response
  • Custom insurance qualification script
  • Industry-trained callers
  • Calendar booking integration
  • CRM integration & notes
  • 7-day coverage
  • Lead categorisation

See How Fast Follow-Up Wins More Work

Our 10-minute lead qualification turns more enquiries into booked appointments for service businesses across New Zealand.

View Case Studies

Trusted by Kiwi Businesses

Don't just take our word for it. Hear from businesses we've helped grow.

"I have been working with Jason from Lucid Media recently on some projects and his knowledge and work ethic is always top notch. I have every confidence that Jason will always deliver. He goes above and beyond to make sure that all aspects are taken care of in a professional and timely manner. It is a pleasure to work with him and his team and I look forward to future ongoing partnership with Lucid. A big thank you for your outstanding work Jason!"

Sarah Sinclair
Sarah Sinclair
Marketing Consultant

"I had a call with Jason and was so impressed by how in-depth it was. He really listened, understood where I'm at, and gave me a clear action plan that I can actually use. It was practical, straightforward, and made me feel confident moving forward with my ads. I couldn't recommend working with him enough."

Melitta Adam
Melitta Adam
Melitta Skin

"Jason gets the results he says he will. His approach to paid ads is methodical and data-driven. He doesn't just run campaigns and hope for the best. He analyses everything, optimises constantly, and delivers real leads that convert into paying customers."

Mitch Taylor
Mitch Taylor
Horton Taylor

"The team at Lucid has transformed how we generate leads online. Our social media engagement has skyrocketed and more importantly, we're getting consistent enquiries from people who are actually ready to buy. The ROI speaks for itself."

Nelson Takle
Nelson Takle
Nelson & Co

"We hired Jason after a bad experience with minimum effort and minimum results from another agency. Since moving to Lucid and tidying up our landing pages and Google Ads, our cost per acquisition dropped by 66% and lead quality increased 200-300%. The change was almost immediate and has stayed consistent for months. He has total depth of knowledge and a genuine desire to get the absolute best outcomes."

Paul Zellman
Paul Zellman
Paid Ads & Lead Gen Client

"The team at Lucid came in to help position our business exactly where we needed to be. We're absolutely blown away by their quick responses, smooth service and their initiative to stay 10 steps ahead at all times. Results are immediate and the cost is undeniably justified. If you want to be in safe hands, choose Lucid!"

J-Tip It
J-Tip It
Wash & Restoration

FAQs About Insurance Lead Qualification

What questions do you ask insurance leads?

We develop a custom qualification script for your insurance business. Typically we qualify on: business challenges, budget range, timeline, decision-making process. The script is tailored to identify your ideal customers.

How quickly do you contact insurance leads?

We contact every lead within 10 minutes of submission. For insurance leads especially, speed is critical because competitors are just a click away.

What happens after a lead is qualified?

Qualified leads are booked directly for: discovery calls, strategy sessions, proposal meetings. You receive the booking with full notes from the qualification call.

Do you understand insurance terminology?

Yes! Our team is trained on insurance terminology and common customer questions. We represent your business professionally on every call.

How do you handle leads outside of business hours for insurance?

We provide 7-day coverage to ensure your insurance leads are contacted promptly. Leads that come in after hours are prioritised first thing the next morning to minimise response time.

Can you customise the qualification process for my insurance business?

Absolutely. We work with you to develop a bespoke qualification script that reflects your unique selling points, ideal customer profile, and specific insurance requirements. The script evolves as we learn what works best.

Why does a 10-minute response time matter for insurance leads?

Research consistently shows that contacting a lead within the first few minutes dramatically increases the chance of reaching and converting them. For insurance businesses, where prospects often enquire with several providers at once, being first to respond means you win the conversation before your competitors even pick up the phone.

Does lead qualification work alongside my existing insurance marketing?

Yes. Lead qualification sits on top of whatever is already generating enquiries for your insurance business, whether that's paid ads, your website, referrals, or organic search. We simply make sure every lead is contacted and qualified fast, so none of your hard-won enquiries slip through the cracks.

What happens to leads that aren't ready to buy yet?

Not every insurance lead is ready to commit on the first call, and that's fine. We categorise and note where each prospect is in their decision, so warm-but-not-ready leads can be nurtured and followed up at the right time rather than written off or forgotten.

Results in 30 days

Ready to transform your business?

Schedule your free digital strategy call and take the first step towards a future where your marketing efforts finally pay off.

30 leads guaranteed
100% money-back guarantee