Agency Partner Program
Help your agents meet new clients at senior events near them
The Agency Partner Portal lets an insurance agency or marketing organization (IMO, FMO or BGA) send each of its Independent Brokers & Captive Agents a personal email listing the senior expos within 50 miles of them over the next 12 months. Each event links to a marketing kit that already has the agent's name and contact details on it.
What it does
One upload turns your agent list into local event marketing
Matches agents to events
You upload your agent list once. The portal matches each agent's ZIP code to upcoming senior and healthcare expos within 50 miles.
Builds a kit for every event
Each event links to a ready-made campaign: print pieces, social posts, ad copy, a release calendar and a follow-up plan, already filled in with the agent's details.
Sends in your agency's name
Emails go out from your agency, with your note and reply-to address. Your list stays in a private, encrypted storage space only your agency uses.
How it works
Step by step, from invitation to the event
Your agency controls every send. New accounts start in trial mode, so no agent is emailed until you're ready.
- Adaptive
Private setup and invitation
Adaptive Marketing Group creates a storage space just for your agency, then emails your admin a one-time invitation link that expires in 7 days.
- Your agency
Register
Your admin creates a password and enters your agency's postal address, phone and website. A short welcome guide explains each step.
- Your agency
Upload your agent list
Upload a CSV or Excel file with name, email and ZIP for each agent (up to 5,000 rows). The portal shows how many expos are near each one. Agents with none are skipped.
- Your agency
Preview and test
Add an optional note from your agency, preview the email any agent will get, and send test copies to yourself while the account is in trial mode.
- Adaptive
Live sending switched on
When your agreement is in place, Adaptive Marketing Group switches on live sending. You confirm the agent count and send to everyone in one step.
- Your agents
Agents work the events
Each agent opens a free draft kit with their details already filled in, then buys the print-ready file ($299) only if they want it, and meets families at the event.
Data protection
Your agent list stays your agency's asset
The portal is built so no other agency, and no other part of Adaptive Marketing Group's business, can use your list.
A storage space of your own
Each agency's list is kept in a separate private storage space. The portal refuses to run if that space is shared with another agency or with Adaptive Marketing Group's own order system.
Encrypted with your agency's key
Your list and your account details are encrypted with AES-256-GCM using a key unique to your agency. Without that key, the stored file can't be read.
Only your admins get in
Only the admins your agency names can sign in. Passwords are stored as one-way scrypt hashes, five wrong tries lock the account for 15 minutes, sign-in links work once for 15 minutes, and sessions end after 8 hours.
Not used for anything else
Adaptive Marketing Group never uses your list for its own marketing. Send records keep counts and coded fingerprints, not email addresses, and activity logs record only your agency and the counts, never agent names or emails.
You can delete it at any time
The Delete list button removes your uploaded list right away. If your agency leaves the program, its storage space can be wiped at your request, including its list, send history and accounts.
Compliant, respectful email
Every email shows your agency's name and postal address and includes a one-click unsubscribe that is honored automatically, as the FTC's CAN-SPAM guide requires. All traffic uses encrypted HTTPS connections.
Why partner
Why make this available to your agents
A practical way to help your agents grow their books of business, with your agency's name on it.
Face-to-face prospects
Senior expos bring agents together with older adults and families who are thinking about health, housing and care. Agents can start real conversations there instead of making cold calls.
Done-for-you marketing
Agents don't have to design anything. Each kit is built around the event and already has their name, credential and contact details on it.
Local and timely
Each agent sees only the events within 50 miles over the next 12 months, so every email is relevant to where they work.
Your brand, your relationship
Emails come from your agency, with your note and reply-to address. It's a useful reason to stay in touch that helps with agent retention and recruiting.
Little work for your staff
One upload, a preview and a single send. The portal handles the event matching, personal links, unsubscribes and skipped records.
Try it before agents see it
Trial mode lets your team review the whole experience and send test emails to yourselves before a single agent hears from you.
Questions
Common questions from agencies
Who can join the Agency Partner Program?
Insurance agencies and marketing organizations such as IMOs, FMOs and BGAs that work with Independent Brokers & Captive Agents. Accounts are set up by invitation after a conversation with Adaptive Marketing Group.
What information do we upload?
One row per agent with name, email and ZIP code. Credential, agency, phone, city and state are optional. CSV or Excel files are accepted, up to 5,000 rows, and a template is provided.
Can other agencies or Adaptive Marketing Group see our list?
No other agency can. Each agency's list is stored in its own private, encrypted storage space with a key unique to that agency, and Adaptive Marketing Group never uses it for its own marketing.
Does anything go to our agents before we approve it?
No. New accounts start in trial mode, where test emails go only to your admins. Live sending is switched on after your agreement is in place, and you confirm the agent count before each send.
What does it cost our agents?
Previewing a draft kit for an event is free. If an agent wants the print-ready digital file for an event, it is $299. Agents decide for themselves.
What happens if an agent unsubscribes?
Every email has a one-click unsubscribe link. The portal records it automatically, and that agent is skipped on every future send from your agency.
Become a partner
Tell us about your agency and we'll set up your private space
Partner accounts are by invitation. Call or email Adaptive Marketing Group to get started.
(321) 795-7516