Automating the Customer Journey with AgencyZoom
One of the most impactful aspects of the transformation was the integration of AgencyZoom, a CRM built specifically for insurance agencies.
Cary & Co. handled every part of the implementation from connecting the website’s quote forms to building automated workflows via Zapier, ensuring data flowed seamlessly into the system.
Lifecycle Automation
Every stage of the customer journey is now automated:
- New Leads: Instant routing from website or phone into AgencyZoom.
- Follow-Ups: Automated reminders for agents if prospects haven’t replied post-quote.
- Cross-Sells: Timed campaigns based on existing policy data.
- Renewals: Scheduled outreach and reminders before expiration dates.
These systems dramatically improved response times, reduced manual tasks, and ensured no lead fell through the cracks. The automation also provided data clarity — helping the team prioritize follow-ups and measure conversion performance across every funnel stage.
Optimizing Google Ads for Efficiency and Scale
Lewis Mohr’s Google Ads campaigns had been performing well, but rising CPCs and shifting competition in 2024 prompted a full optimization effort.
Cary & Co. restructured campaign groups, refined keyword targeting, and overhauled ad copy and landing page messaging to focus on intent-driven searches around home, auto, and business insurance.
The results were immediate and measurable:
- Cost per click dropped from $6.84 to $4.41 year-over-year — a 35% reduction.
- Ad engagement improved through more precise keyword intent matching and negative keyword refinement.
- Consistent A/B testing ensured ongoing improvements without overextending the budget.
While display and remarketing campaigns supplemented awareness, the real driver of success was the disciplined focus on search — delivering a steady flow of high-intent, local leads ready for quotes.
Content Marketing that Builds Trust and Visibility
As part of the modernization effort, Cary & Co. built a structured content calendar with at least one high-quality blog per month — each optimized for local relevance and real user intent.
The focus wasn’t on volume, but authority. Jonathan leveraged deep subject-matter expertise in insurance to produce detailed, accurate content that required minimal client revisions — earning trust from both readers and search algorithms.
High-Performing Articles
Posts like 4 Factors That Could Make Your Home Uninsurable and Why Insurance Rates Are Rising in Louisiana (2025) became some of the agency’s most-read pages, driving consistent organic traffic and positioning Lewis Mohr as a thought leader in the region.
Additionally, Navigating High-Risk Flood Zones in Louisiana ranked prominently for competitive local queries and was cited in AI summaries within Google and other generative search tools — evidence of effective Answer Engine Optimization (AEO).
These content efforts expanded keyword coverage, boosted session counts, and built a strong foundation for future local SEO initiatives.
Featured in Google’s AI Overview
One clear sign of success came when Google’s new AI Overview feature began highlighting Lewis Mohr Insurance Agency directly in search results. For example, when users asked, “Where to get drone insurance in Baton Rouge?”, Google’s AI summary cited Lewis Mohr as the top local provider — demonstrating the effectiveness of our Answer Engine Optimization (AEO) approach. This visibility not only reinforced the agency’s authority in local search but also positioned it as a trusted expert source in AI-driven search results.
A Stronger, More Recognized Brand
Since modernizing its marketing operations, Lewis Mohr has seen stronger brand recognition across Baton Rouge and surrounding areas.
Referrals have grown organically, and local visibility continues to improve through a mix of consistent content, smart automation, and high-performing ads.
Importantly, the leadership team trusts the process — Jeff and the agency’s management remain focused on strategy while giving Cary & Co. full creative freedom to execute. This collaboration has allowed both teams to move quickly, experiment thoughtfully, and continually refine based on data-driven insights.
