CPAs and Tax Firms

Are you tired of paying for leads,

ONLY TO GET BURNED?

Take control of lead quality for good,

and own your Leads Pipeline instead...

FINAL EXPENSE AGENTS

Are you tired of paying for leads, ONLY TO GET BURNED?

Take control of lead quality for good, and own your Leads Pipeline instead...

Buying leads is THE

SLOW WAY TO GROW

YOUR BUSINESS

Buying leads is THE SLOW WAY

TO GROW YOUR BUSINESS

Buying leads is an out-of-date model. YEAH, WE SAID IT.

Lead vendors are great at one thing - being a middleman.

With a LEAD VENDOR model, they need to generate as CHEAP

of a lead as they can and sell it to you (and other CPAs) for as much as they can.

Whatever they can make in the middle is how they survive.

In other words, their goal is to sell you a warm body, A CONTACT, while you are actually looking for qualified leads.

Bright Idea Marketing doesn't believe that is fair or VALUABLE, because this creates a misalignment of values.

Instead, CPAs should work with someone who gives them VISIBILITY and CONTROL over their marketing, while partnering with someone who has a proven track record and is incentivized for you to succeed.

Buying leads is an out-of-date model. YEAH, WE SAID IT.

Lead vendors are great at one thing - being a middleman.

With a LEAD VENDOR model, they need to generate as CHEAP of a lead as they can and sell it to you (and other insurance agents) for as much as they can.

Whatever they can make in the middle is how they survive.

In other words, their goal is to sell you a warm body, A CONTACT, while you are actually looking for qualified leads.

Bright Idea Marketing doesn't believe that is a fair or VALUABLE exchange.

Instead, insurance agents should work with a partner who gives them VISIBILITY and CONTROL over their marketing, with someone who has a proven track record and is incentivized for you to succeed as a client.

SYSTEMS TO SCALE YOUR BUSINESS...

SYSTEMS TO SCALE YOUR BUSINESS...

Over 13 years in business and over $100,000,000+ in

revenue produced for our clients...

Over 13 years in business and over $100,000,000+ in revenue

produced for our clients

LIFE OF A

CPA

LIFE OF AN

INSURANCE AGENT

Without Bright Idea

Long Dial Days

Hours Wasted Chasing Leads

Unqualified/Not Interested Leads

Hours Wasted Setting Appointments

Broken CRM & Automation

Low Closing Rates

WITH Bright Idea

No More Dial Days

No More Chasing Leads

Double Filter Qualification System

Week Being Filled with Appointments

Fully Automated CRM & Workflows

Sales Consulting, Qualified Prospects, and Materials to help you close more

TESTIMONIALS

What our clients say about us

TESTIMONIALS

What they say about us

Ryan Melton

FFL Agent

"You guys were the best stumble into something in my life! I closed 2 deals in just the first week, and have $7,500 in my pipeline for other sales already!"

Chase Urich

President, Equita Services

"James has done a fantastic job for us on multiple different fronts. From increased activity to brand recognition, James is extremely creative, and good at putting ideas into action "all to Action Headline

Joe Aiello

Penn Global (Insurance)

"This month we will be on our way to triple our investment! You are in it to grow our business which is very important to me"

Lemous Thompson

iCan Financial

"I put my faith in James, and not only did he deliver, but he overdelivered!"

WHO IS BRIGHT IDEA MARKETING?

WHO IS BRIGHT IDEA MARKETING?

In 2011 James Smith, our Founder, had a vision to change the Marketing space. Thus Bright Idea Marketing was born.

He understood that, in today's day and age, leads are dime a dozen and competition is stiff.

Because of that, CPAs need much more than just "LEADS" to succeed in this business.

f

AS WE SAY:

" A LEAD IS NOT A SALE, BUT JUST THE BEGINNING OF ONE..."

Bright Idea understands the need for a much more complex SYSTEM to ensure the client's success.

Today, Bright Idea is a full-service marketing firm dedicated to helping CPAs build their business by not just providing leads, but with systems to help them grow to 9 FIGURES and beyond.

We have worked with small boutique shops to Fortune 100 companies, and have produced over $100,000,000+ in revenue for our clients.

EXPERTISE IS CRITICAL TO SUCCEEDING IN THE SPACE, AND BIM HAS THE TRACK RECORD TO HELP.

At Bright Idea Marketing we are dedicated to providing our clients with a step-by-step process, leading to more effective marketing strategies and increased sales.

To be cost-effective in your marketing, you need to know what’s working and what’s not. We believe that you can't improve what you don't measure;

TRACKING IS THE CORE OF OUR OPERATIONS!

In 2011 James Smith, our Founder, had a vision to change the Marketing space. Thus Bright Idea Marketing was born.

He understood that, in today's day and age, leads are dime a dozen and competition is stiff.

Because of that, INSURANCE AGENTS need much more than just "LEADS" to succeed in this business.

AS WE SAY:

" A LEAD IS NOT A SALE, BUT JUST THE BEGINNING OF ONE..."

Bright Idea understands the need for a much more complex SYSTEM to ensure the client's success.

Today, Bright Idea is a full-service marketing firm dedicated to helping insurance agents build their business by not just providing leads, but with systems to help them grow to 9 FIGURES and beyond.

We have worked with small boutique shops to Fortune 100 companies, and have produced over $100,000,000+ in revenue for our clients.

EXPERTISE IS CRITICAL TO SUCCEEDING IN THE SPACE, AND BIM HAS THE TRACK RECORD TO HELP.

At Bright Idea Marketing we are dedicated to providing our clients with a step-by-step process, leading to more effective marketing strategies and increased sales.

To be cost-effective in your marketing, you need to know what’s working and what’s not. We believe that you can't improve what you don't measure;

TRACKING IS THE CORE OF OUR OPERATIONS!

407-809-8162

359 West Alfred Street, Tavares, Florida, 32778

© 2024 | Privacy Policy