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Freedom Insurance Financial


Freedom Insurance Financial stands as a beacon of security for families and businesses nationwide, offering a comprehensive suite of insurance and financial planning services. In partnership with JRZ Marketing, Freedom Insurance embarked on a digital transformation journey to enhance their online presence, streamline their sales funnel, and ultimately secure the future prosperity of their clients.

Digital Strategy and Execution

Our collaboration began with a comprehensive SEO strategy, focusing on content creation through blogs to drive organic traffic and improve online visibility. Simultaneously, we leveraged photo and media production to empower agents and brokers with high-quality assets for social media promotion, enhancing brand awareness and engagement.

CRM and Marketing Automation

Recognizing the need for efficient lead management and client communication, we overhauled Freedom Insurance's CRM system using the latest technology from Go High Level. This upgrade provided a unified platform to capture leads, nurture customer relationships, and close sales with greater efficiency. Our marketing automation efforts streamlined the sales funnel, ensuring a smooth transition from lead capture to conversion.

App Development for Education and Engagement

To further support Freedom Insurance's growth objectives, we developed a custom app for both Apple and Android devices using Thinflic. This app served as a dynamic tool for educating agents, recruiting new talent, and engaging clients with informative content. The app played a crucial role in building awareness and establishing Freedom Insurance as a thought leader in the insurance and financial planning industry.


The strategic partnership between Freedom Insurance Financial and JRZ Marketing yielded remarkable results:

Agent Network Expansion: The number of agents grew from 20 to over 40, effectively doubling the company's outreach and service capacity.

Enhanced Sales Channels: Through our customized marketing approach, Freedom Insurance improved its sales channels, leading to increased efficiency and higher conversion rates.

Digital Marketing Engine: With all digital marketing tools integrated into one platform, Freedom Insurance achieved seamless operations without the need to juggle multiple platforms, from lead capture to payment collection.

This case study exemplifies the transformative impact of a holistic digital marketing strategy, tailored to the unique needs of the insurance and financial planning sector. Through innovative solutions and strategic implementation, JRZ Marketing has propelled Freedom Insurance Financial towards a future of enhanced growth, service excellence, and client satisfaction.


With a mission to secure the health, wealth, and prosperity of its clients, Freedom Insurance Financial sought to revolutionize its digital strategy. The goal was clear: to expand their reach, optimize their service offerings, and provide seamless interaction for both current and prospective clients. JRZ Marketing was tasked with implementing a multifaceted digital marketing strategy, encompassing SEO, social media, CRM optimization, and more.

Strategic Growth Collaborators

Our alliance reshapes the landscape of opportunity, crafting success stories through shared vision and unwavering support.

Strategic Growth Collaborators

Our alliance reshapes the landscape of opportunity, crafting success stories through shared vision and unwavering support.