Beccaria Marketing LLC

Apply for a 30 Day Marketing Pilot

This application helps determine whether a limited marketing pilot may be a fit for your agency. Submission does not create an agreement, approve a campaign, or guarantee any outcome.

For properly licensed life insurance agencies and producers only.

Who This Pilot Is For

This is designed for a licensed agency or producer that can approve marketing, fund advertising directly, receive requests to be contacted securely, and respond through its licensed team.

Properly licensed for the intended service area
Able to fund advertising directly through an approved ad account
Able to receive contact requests through an approved inbox or CRM
Able to handle consumer conversations, quotes, applications, and sales through a licensed team

What Happens After You Apply

Applications are reviewed to determine whether the agency, service area, budget, approval process, and contact handling process are appropriate for a limited pilot.

01 Review

Your application is reviewed for basic fit, service area, readiness, and marketing approval requirements.

02 Clarify

If needed, you may be asked to confirm details about your approved advertising process, contact handling, or operating capacity.

03 Decide

If the pilot appears appropriate, the next step is a written scope, documented approvals, payment, and launch preparation.

Client Fit Application

Please provide accurate business information so the application can be reviewed. Do not submit consumer information, health information, policy information, Social Security numbers, or other sensitive personal information through this form.

Life Insurance Marketing Pilot — Client Fit Application

Beccaria Marketing LLC provides marketing and lead-generation services only. We do not sell, solicit, quote, recommend, compare, negotiate, advise on, apply for, or enroll consumers in insurance.

This application helps determine whether a limited, client-funded marketing-services pilot may be a fit. Submission does not guarantee acceptance, campaign approval, consumer data collection, or any result. The licensed agency or producer remains responsible for insurance communications, licensing, carrier/agency/IMO/FMO approvals, consumer contact, and legal compliance.

Before You Apply

This pilot is intended only for properly licensed life-insurance agencies or producers that can verify their authorization, identify the state they wish to serve, obtain required marketing approvals, receive inquiries securely, and respond promptly. Beccaria Marketing does not guarantee leads, appointments, applications, policies, commissions, revenue, or return on advertising spend.

Full Name *

Last Name *

Business email *

Business phone number (optional)

Agency and Licensing Information

Agency or Business Name *

Agency Website *

Prospect Role *

Your role in the agency

License Number *

Insurance License Number

License Verification State *

State where your license can be verified

States Authorized *

States where you are currently authorized to sell life insurance

Pilot Fit and Operating Capacity

Target Niche *

Primary life insurance market you currently serve

Proposed Pilot Geography *

Current CRM / Lead Intake System *

Secure Lead Receipt Method *

How would your agency securely receive contact requests?

Lead Response Time *

Typical first response time for a new consumer contact request

Weekly Inquiry Capacity *

How many new consumer contact requests could your team realistically handle per week?

Client Funded Ad Budget *

Marketing Approval Authority *

Who must approve advertising and campaign materials before launch?

Carrier / IMO / FMO Approval Status *

What is the current approval status for use of a third-party marketing provider?

Acknowledgements

I understand that Beccaria Marketing LLC does not guarantee leads, appointments, quotes, applications, policies, premiums, commissions, sales, revenue, or return on advertising spend.

I agree that I am responsible for obtaining any required carrier, agency, IMO, FMO, legal, and compliance approvals before a campaign can launch.

I understand that any initial pilot is structured as fixed marketing service fees with client funded advertising, unless a different arrangement is reviewed and approved by qualified counsel.

I confirm that the information submitted is accurate to the best of my knowledge and that I have authority to submit this application for my agency or business.

Applicant Message

Anything else we should know about your agency, target market, approval process, or current lead process? (optional)

By submitting this application, you acknowledge our Privacy Policy and Terms of Service.

Submission does not create an agreement, approve a campaign, or guarantee any result. Beccaria Marketing provides marketing services only.

Marketing Services Only

Beccaria Marketing supports marketing planning, approved advertising assets, contact request forms, and organized handoff. Licensed agencies remain responsible for insurance advice, consumer questions, quotes, recommendations, applications, underwriting communications, and sales.

Beccaria Marketing LLC

[email protected] | beccariamarketing.com

Marketing services only. No insurance or advertising outcome is guaranteed.