Start with education.
PlanBridge campaigns introduce insurance topics with useful content, helping prospects explore their options before they reach your team.
Good design
should go further.
We build the systems behind better introductions, from the first educational ad to the moment a lead reaches your agency.
It started with
an idea.
The Favorite Design began as a web design and Webflow agency. We built websites that helped brands express who they were, and that work earned recognition from Awwwards, Clutch and 50Pros.
As we worked with clients, the conversation kept growing beyond the website. A beautiful site could make a strong first impression, but clients also needed a reliable way to attract the right people and turn that attention into conversations.
So we expanded from designing websites to building the journey around them. Creative, campaigns, landing pages, funnels, follow-up and CRM became connected parts of the same system, each designed to help the next step happen.
Today, we focus on client acquisition for insurance advisors, agencies and firms. We deliver exclusive leads through PlanBridge, and we build and manage acquisition systems in our clients’ own accounts. Our creative roots still shape how we work: every ad, page and interaction should have a purpose.
How we make
the introduction.
Some lead vendors send the same inquiry to several agents. Our exclusive web leads go to one agency and are never resold, so your team can focus on the conversation instead of competing with other buyers for the same record.
We generate interest through PlanBridge educational advertising and guide prospects through a video or assessment. It is designed to help them explore coverage before they share their information.
Prospects provide contact details and insurance interests, confirm ownership of their phone number by SMS, and receive the relevant consent language. Lead documentation accompanies delivery, giving your team context for its next step.
Thoughtful from
first click to first call.
Insurance is personal. The way a prospect finds you should feel that way too.
Collect the context.
Assessments capture insurance interests and contact details, while SMS verification confirms phone ownership and consent records document the request.
Make it yours.
Exclusive leads are delivered to one agency. Your team takes the conversation forward with the context to make a relevant introduction.
What matters
to us.
Practical details that help your agency move from a new inquiry to a meaningful conversation.
Documented consent.Context for the conversation.
Contact permission and lead documentation are captured as part of the journey and delivered with the lead.
Four insurance products.Choose the coverage you sell.
Explore term life, whole life, indexed universal life and final expense leads. Availability depends on your product and location.
Real-time delivery.Move while interest is fresh.
Exclusive leads are delivered to your agency through your chosen CRM, email or SMS channel, so your team can follow up.
Flexible terms.Order when you need leads.
Order on demand with month-to-month terms and no long-term contract. We confirm the details before you get started.
AGENCY RECOGNITION
Creative work.
Real recognition.
Recognition for The Favorite Design’s agency work in web design and development.
5.0/5 on Clutch ↗Why there are no insurance lead case studies yet ↗
Questions worth
asking.
A little clarity before we connect.
Who does TFD work with? +
We work with insurance advisors, agencies and firms looking for exclusive leads or an acquisition system built in their own accounts. Product and geographic availability are confirmed during inquiry.
How are leads generated? +
Our PlanBridge campaigns use educational advertising, an assessment or video, contact information collection and SMS phone verification before delivery.
Are leads exclusive? +
Yes. Each exclusive lead is delivered to one agency and is not resold to a competing buyer.
What happens if a lead is invalid? +
Leads that do not meet the agreed requirements are eligible for a one-for-one replacement. Request a replacement during your purchase window.
What is the full-service partnership? +
We build and manage the acquisition system in your agency’s accounts, including CRM costs, landing pages, Meta campaign management, follow-up systems and strategy. Advertising spend and calling are separate.
How do I get started? +
Explore the lead calculator, request a custom plan, or book a discovery call to talk through what your agency needs.