Get Your Free Insurance Quote
- The same offer every other agency is running
- Nothing extra to prompt the shopper to respond
- Fewer quote conversations to work with
FOR INSURANCE AGENTS & AGENCIES
Give More Insurance Shoppers a Reason to Request Your Quote.
Use high-value incentives to strengthen your quote campaigns, give prospects another reason to respond, and create more opportunities for new clients, renewals, cross-sell and referrals.
TRUSTED TRACK RECORD
Two Decades of Incentive Fulfillment Behind Every Offer Your Agency Presents
Your agency presents the offer while CMI supplies and fulfills the incentive.
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20+
Years In Business
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18k
Clients Enrolled
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13M+
Certificates Distributed
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1M+
Incentives Redeemed
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29M+
In Savings For Redeemers
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Thousands
Of Satisfied Clients
An established incentive provider with more than two decades supplying and fulfilling promotional incentives for businesses.
THE REAL PROBLEM
You’re Not the Only Agent Calling That Lead.
Insurance shoppers are comparing multiple quotes, direct carriers, online options and often several agents at the same time. A lead only matters if you can turn it into a real conversation.
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You paid for the lead — so did someone else
Shared insurance leads may be worked by multiple agents at the same time.
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They want the price before the conversation
Quote shoppers often compare premiums before they understand coverage, service or the value of the agency relationship.
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You quoted them — then they disappeared
Time spent collecting information and preparing a quote does not guarantee a policy.
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You can’t control the carrier’s rate
When several quotes look similar, your agency needs another way to create differentiation.
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You won the client — then they shopped again at renewal
Winning the first policy does not automatically create retention.
The problem isn’t simply generating more insurance leads. It’s getting the shopper to choose your conversation, your agency and eventually stay with you.
HOW CMI WORKS
One Quote Campaign. One Added-Value Incentive. A Stronger Reason to Respond.
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01
RUN YOUR EXISTING INSURANCE MARKETING
Google, Facebook and Instagram, website quote forms, purchased leads, CRM, email, SMS, community campaigns and referral campaigns.
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02
ADD A HIGH-VALUE CMI INCENTIVE
Attach it to an appropriate meaningful action such as completing a quote request, attending a coverage review, participating in an approved agency campaign, or client appreciation.
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03
CMI SUPPLIES AND FULFILLS THE INCENTIVE
CMI supplies the incentives and manages the redemption process, and gives you the tools to create and distribute them by email, SMS, landing page links, QR codes, PDFs, banners and pop-ups.
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04
GIVE THE SHOPPER ANOTHER REASON TO RESPOND
Coverage expertise, service and trust remain the core value. The incentive strengthens the offer around the next action.
INSURANCE AGENT VIDEO
See How Insurance Agents Can Use CMI
See how insurance agencies can use incentives around quote generation, coverage reviews, client appreciation, retention, cross-sell and referrals.
WHY THE QUOTE OFFER MATTERS
Same Insurance Quote. A Stronger Reason to Request It.
Every agency can say “Get a Free Quote.” CMI gives you another way to make that quote offer more noticeable and more compelling.
Get Your Free Insurance Quote
Receive a $100 Dining Certificate
No Purchase Necessary
The coverage conversation stays the same. CMI supplies and fulfills the incentive attached to the quote offer.
Same Coverage Conversation. A Stronger Reason to Respond.
THE SHARED-LEAD PROBLEM
When Multiple Agents Are Calling the Same Prospect, Your Offer Matters.
One quote request can put the same insurance shopper in front of multiple agencies. If everybody is calling with the same message, the agency needs another reason to stand out.
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01
One Shopper
A single household starts looking for auto, home or renters coverage.
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02
One Quote Request
They submit one form — which can be distributed to several agencies.
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03
Multiple Agents Reach Out
Calls, texts and emails arrive from competing agents with nearly identical messages.
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04
A Stronger Quote Offer
An added-value incentive gives your agency another way to stand out in that crowd.
INCENTIVES
Use the Right Incentive for the Right Insurance Conversation
Different quote, review, appreciation, renewal and referral campaigns can use different incentive types and values. CMI supplies and fulfills the incentives.
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Smart Device Vouchers
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$100-$500 Dining Certificates
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Airfare Plus Hotel Stay Certificates
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Resort Stay Vouchers
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$100-$500 Hotel Savings Cards
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4 Night Cruise Certificates
4 WAYS TO USE CMI
Use Incentives Across Every Stage of the Client Relationship.
CMI isn’t only a quote-generation tool. Insurance agencies can use incentives to generate quote leads, create stronger new-client experiences, improve retention and create more referral opportunities.
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Generate More Quote Leads
Add a high-value incentive to the quote marketing you already run so insurance shoppers have a stronger reason to submit their information.
Example
Request Your Free Quote
+ Receive a $100 Dining Certificate
More Quote Conversations
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Win More New Clients
Use added value around the quote and agency experience where permitted, so the shopper has another reason to choose your agency.
Example
Complete Your Coverage Review
+ Receive a Welcome Incentive
More New Client Relationships
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Increase Repeat / Retention
Give clients reasons to stay engaged with your agency between policy transactions and before renewal becomes the only conversation.
Example
Schedule Your Annual Coverage Review
+ Client Appreciation Incentive
More Renewal & Cross-Sell Conversations
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Generate More Referrals
Make it easy and memorable for satisfied clients to introduce the next household to your agency.
Example
Know Someone Who Needs an Insurance Review?
+ Referral Thank-You
More Client Introductions
One Incentive Platform. Four Ways to Grow Your Agency.
Generate quote leads. Win new clients. Improve retention. Drive referrals.
CLIENT LIFETIME VALUE
Don’t Stop at One Policy. Grow the Relationship.
The first policy can be the beginning of a broader household relationship built around appropriate coverage, proactive reviews and long-term service.
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01
Auto Policy
The first policy often starts the household relationship.
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02
Home / Renters
A review can identify other appropriate household coverage.
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03
Umbrella / Other Appropriate Coverage
Additional coverage is discussed only where it genuinely fits the client's needs.
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04
Annual Reviews
Proactive reviews keep coverage current as the household changes.
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05
Renewals & Referrals
A well-served household is more likely to stay and to introduce others.
Winning the Client Once Doesn’t Mean You Keep Them.
Rate increases, changing needs and competing quotes can put every renewal back in play. Give clients more reasons to stay connected with your agency before renewal becomes the only conversation.
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Annual Coverage Reviews
Create another reason to proactively review coverage and client needs.
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Renewal Appreciation
Use client appreciation to reinforce the agency relationship.
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Cross-Sell / Household Reviews
Identify appropriate additional coverage opportunities without forcing unnecessary products.
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Client Anniversaries
Stay in front of clients between policy transactions.
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Reactivation
Reconnect with former or inactive clients when appropriate.
CMI TOOLS FOR YOUR AGENCY
Promote and Deliver Incentives Through the Marketing Your Agency Already Uses
Your membership includes the delivery methods and campaign support to put an incentive in front of the right person at the right moment — quote generation, lead follow-up, annual reviews, renewal, client appreciation, reactivation and referral campaigns.
Distribution Built In
- Email incentives to quote leads and follow-up sequences from your own business address
- SMS/text delivery for fast follow-up after a quote request
- Branded landing page links for quote forms and coverage-review sign-ups
- QR codes for mailers, community events, office signage and renewal packets
- Printable PDF certificates to hand out in the office or include with policy documents
- Website banners, sticky bars and pop-ups on your quote pages
- Zapier and API connections to your agency CRM and lead sources
Campaign Support
- AI Marketing Consultant — quote campaigns, annual-review outreach, renewal and reactivation ideas
- AI Social Content Creator — local agency content with your incentive offers already integrated
- Ask AI — built-in guidance and recommendations inside your dashboard
You decide the messaging and the campaign. The tools simply make it faster to produce and distribute.
SOCIAL PROOF
Hear It From CMI Members
Real CMI clients describing how incentives changed their marketing results.
Testimonials are from existing CMI members across a range of industries.
Choose Your Plan
Choose flexible monthly billing or save with one annual payment and no setup fee.
Monthly Membership
LIMITED-TIME OFFER · SAVE $199 ON SETUP
- Regular price to start
- $298
- Limited-time savings - NO SET UP FEE
- -$199
- Due today
- $99
$99 Due Today
Then $99/month
Normally $199 setup + $99 first month = $298 to start. Limited time: start for $99.
- $99 due today
- $99/month afterward
- Flexible monthly billing
- Cancel future billing according to the membership terms
- 14-day money-back guarantee
Start Risk-Free
Protected by our 14-day money-back guarantee.
Annual Membership
BEST ANNUAL VALUESAVE $588 FIRST YEAR
- Regular first-year price
- $1,387
- Annual price today
- $799
- Save $588 first year
- $588
- Equivalent to
- $66.58/month
- Setup fee
- $199 waived
$799 for One Full Year
$799 due today
Pay $799 for one full year of CMI membership. The $199 setup fee is waived.
- $799 due today
- One full year of membership
- $199 setup fee waived
- Best annual value
- 14-day money-back guarantee
Start Risk-Free — $799 Today
Protected by our 14-day money-back guarantee.
Both Plans Include
- Unlimited incentive distribution
- Access to all six incentive categories
- AI Marketing Consultant
- Competitor Analysis
- Social campaign assets and promotional tools
- Landing Page Links and lead capture
- Native GoHighLevel App
- CMI AI Super Agent
- Email and SMS certificate delivery
- QR Code Certificates
- Printable PDF Certificates
- Website banners, pop-ups and sticky bars
- Zapier and API integration
- CMI mobile-app access
- Member support and onboarding resources
- One Account Can Be Used For Unlimited Brands (Great For Agencies)
- Unlimited Access To All Our Incentives In 6 Categories
- Send Unlimited Incentives From Your Own Business Email
- Send Unlimited Incentives By SMS/Text Message
- Automate Sending Unlimited Incentives Via Website Banners
- Automate Sending Unlimited Incentives Via Landing Pages
- Automate Sending Unlimited Incentives Via Website Sticky Bars
- Automate Sending Unlimited Incentives Via Website Pop Ups
- Automate Sending Unlimited Incentives Via Our API
- Automate Sending Unlimited Incentives Via QR Codes
- Automate Sending Unlimited Incentives Via Our Zapier App Integration
- Eye-Catching Promo Videos, Posters & Flyers To Help You Promote The Incentives To Your Audience
- AI Marketing Consultant — Strategy, CTAs, templates & promotional ideas
- Competitor Analysis AI — Deep research on your competition + strategies to win
- AI Social Content Creator — Content & Images With CMI Incentives Integrated
- Ask AI — 24/7 intelligent support, recommendations & guidance built into your dashboard
- 50% Commission Affiliate Program
Risk-Free 14-Day Money-Back Guarantee
CMI is a paid membership, not a free trial. Your 14-day money-back guarantee gives you time to explore the platform, review the available incentives and determine whether CMI is right for your business.
If you decide not to continue, cancel and request your refund within the 14-day guarantee period in accordance with the official terms.
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Activate Your Membership
Choose your plan, complete enrollment and begin using the CMI platform.
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Explore CMI for 14 Days
Review the incentives, distribution tools and campaign resources included with your membership.
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Cancel and Request a Refund
If CMI is not right for your business, cancel and submit your refund request within the 14-day guarantee period.
COMMON QUESTIONS
Questions Insurance Agents Ask
Still have a question about how incentives fit your quote and retention marketing?
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Many agencies attach a high-value incentive such as a $100 Dining Certificate to completing a quote request, with no purchase necessary. Insurance marketing, inducement and rebating rules vary by state and carrier, so review your exact campaign with your compliance, legal and carrier requirements before launch.
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Yes. The same incentive offer can be used in the follow-up you already run for purchased or shared leads — email, SMS, landing pages and CRM sequences — so your outreach has something more than another rate quote.
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Yes. You decide the action the incentive is attached to, and many agencies use completing an annual coverage review as that action.
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Yes. Incentives can be used as client appreciation around renewal, policy anniversaries and other agency touchpoints where appropriate.
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Yes, when the additional coverage is appropriate for the client. The incentive supports the invitation to review the household's coverage — it should not be used to push products a client doesn't need.
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Yes. Incentives can be used in referral and introduction campaigns where permitted by your state and carrier requirements.
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No. Your membership includes unlimited access to the incentives in all six categories, so you can distribute them across your campaigns.
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CMI does. CMI supplies the incentives and manages the redemption process with the recipient. Your agency presents the offer and delivers the certificate.
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Yes. Your membership includes email and SMS delivery, branded landing page links, QR codes, printable PDF certificates, website banners and pop-ups, plus Zapier and API connections to your agency CRM.
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They can be. Insurance marketing, inducement, rebating and referral rules vary by state and by carrier. CMI supplies and fulfills the incentives, but your agency should review the exact campaign structure with your compliance, legal and carrier requirements before launching.
Insurance incentive, inducement, rebating and referral rules can vary by state and carrier. Review your campaign with your compliance, legal and carrier requirements before launch.
Give Insurance Shoppers Another Reason to Request Your Quote.
Strengthen your quote marketing with high-value incentives while keeping coverage expertise, service and trust at the center of the relationship.
Risk-Free 14-Day Money-Back Guarantee
