Dashboard Local For Insurance
Stop Cold Calling. Start Closing Qualified Clients.
You didn’t become an insurance agent to chase leads or guess at marketing.
We help you attract the right prospects, build trust fast, and fill your calendar with real opportunities—without spending hours on outreach.
One system. Built to grow your book of business, even when you're busy.
Why Most Insurance Agents Struggle to Grow
Here’s what’s holding most agents back:
Relying too much on referrals or outdated cold call lists
Wasting time on unqualified leads that never convert
No automated follow-up or appointment scheduling
Prospects slipping through the cracks while you're writing policies
Getting overlooked in local search because you blend in with everyone else
We fix all of that with one streamlined system, so you can stop chasing and start closing.
The Marketing Machine Insurance Agents Actually Use
We built the system that brings in qualified leads, follows up instantly, and books appointments—so you can focus on writing policies, not chasing people down.
Turn Website Clicks Into Booked Calls
We create a clean, professional site that builds confidence, showcases your offerings, and invites visitors to take action.
Capture Qualified Leads While You Work
Smart forms, funnels, and chat tools gather the right info and filter out the tire-kickers.
Follow Up Automatically—No Lead Left Behind
Email and text automations go out the second someone opts in, so you stay top of mind without lifting a finger.
Fill Your Calendar With Zero Back-and-Forth
Let clients schedule consultations, renewals, or reviews online without all the phone tag.
Nurture Trust with Strategic Email Campaigns
We provide ready-to-send emails that build credibility, educate prospects, and re-engage past clients.
Show Up First—And Look Trustworthy When You Do
We boost your Google visibility and help you collect 5-star reviews that get you chosen over the competition.
Who We help?
Smart Marketing for Insurance Professionals
Whether you’re an independent agent or part of a growing brokerage, our system is built for:
Life insurance agents
Health insurance advisors
Commercial and business insurance providers
If your business is built on trust, follow-up, and long-term relationships, we’re here to help you generate consistent leads, stay top-of-mind, and close more policies with less effort.
Why This Works for Insurance Agents
(When Everything Else Hasn’t)
Most marketing tools weren’t built for the insurance industry. They’re made for influencers or eCommerce, not advisors who need to build trust and stay compliant.
You don’t need more tools.
You need a system that helps the right people find you, trust you, and book time with you—without falling through the cracks. This does exactly that.
One platform. One process. Built for what you actually do.
Dashboard Local Turns Your Marketing Into Consistent Sales, All While Saving You Time and Effort
⏬⏬ See What Else it Can Do ⏬⏬
⏬See What Else it Can Do ⏬
Documents & Contracts
Easily manage and sign contracts with our Docusign type functionality, streamlining your paperwork process.
Replaces: Docusign
Estimates & Invoices
Easily create, send, and track professional estimates and invoices, so you can get paid faster and keep everything in one place.
Replaces: Wave Invoicing
Blogs
Create and publish SEO-friendly blog posts to drive traffic, engage your audience, and establish your expertise.
Replaces: Wordpress
Pipelines
Build automated sales funnels to convert leads into customers with a seamless, step-by-step process.
Replaces: Hubspot, Salesforce
Communities
Create branded communities where your audience can engage, connect, and build relationships around your business.
Replaces: Skool
Funnels
Build automated sales funnels to convert leads into customers with a seamless, step-by-step process.
Replaces: Clickfunnels
Online Courses
Design and sell online courses to share your knowledge, empower your customers, and generate passive income.
Replaces: Thinkific
Online Store
Set up a fully functional online store to sell products directly from your website, with built-in payment processing.
Replaces: Shopify
What Happened When We Took Marketing Off Their Plate
Still Not Sure?
Frequently Asked Questions
1. How long does it take to build my SMART system?
We aim for 5-6 day turn around to have everything up and running on autopilot.
2. Is this system good for a franchise?
It depends. If your franchisor allows you to access and change your franchised website, then absolutely. You can still use the other functionalities of Dashboard Local but may require more manual input.
3. I already have a SEO optimized website somewhere else, can Dashboard Local integrate with it?
Yes, we can absolutely integrate Dashboard Local’s tools with your existing website.
4. Do I have to be tech-savvy to use this?
No! This system is designed to work on autopilot with little effort on your part. We will show you how to use it so you can get started right away.
5. What is your cancellation policy?
We totally understand that things change! You can cancel anytime with 30 days notice. There are no long-term contracts—your success is our priority. If you ever decide to come back, we’ll be here to help you get set up again. Do note that the website is not transferrable and our system will delete your account 30 days after cancellation for data safety purposes.
Ready to Spend Less Time Chasing and More Time Closing?
You didn’t get into insurance to figure out marketing—you got into it to help people and build a business that lasts.
This system helps you stay visible, build trust, and fill your calendar—without doing more.
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We’re on a mission to help local small, service businesses get seen online, streamline their marketing, and get customers on autopilot!
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