In this episode, we explore AI marketing for financial services with Jeremy Haug, founder of Revenx, who has generated over 44,000 qualified appointments for insurance agents and financial advisors, resulting in tens of millions in revenue.
Keywords
Jeremy Haug, Revenx, B2B Marketing, Financial Services, Insurance Agents, AI Marketing, Call Transcription, Process Optimization, Appointment Setting, ChatGPT Marketing, Lovable.dev, Sales Coaching AI
Key Takeaways
The Revenx Success Story
- 44,000 qualified appointments booked directly onto agents' calendars last year
- 3+ years of sustained client relationships proving effectiveness
- Focus on actual appointments, not just "leads" that don't convert
- Specialized in insurance and financial advisory niches
Jeremy's AI Implementation Framework
1. Define existing processes - Document current workflows
2. Identify optimization opportunities - Find inefficiencies
3. Deploy AI to scale - Use technology to amplify what works
Practical AI Applications
- Call transcription: Built custom tool for 1-2 cents vs. $9/month using Lovable.dev and OpenAI API
- Sales coaching: Feed transcripts to ChatGPT with prompt: "Review these calls, find the five furthest from my script, tell me what to fix"
- Facebook ads analysis: Upload data to ChatGPT for insights that cost agencies thousands
- Email validation: Replace paid tools by building custom solutions in 4-8 hours
Marketing Best Practices
- Avoid over-promising: Challenge agencies making claims without proven track records
- Industry expertise matters: Don't work outside your niche
- Realistic timelines: "Nothing works in 30 days. Give yourself at least 90 days"
- Budget wisely: If you can't afford an agency, learn and build skills first
Financial Services Insights
- Different tiers need different approaches: Basic insurance vs. high-end advisory services
- Higher commissions = bigger budgets: Annuity sales can generate $30K commissions
- Longer relationship cycles: Comprehensive planning requires sustained engagement
AI Tools Mentioned
- Lovable.dev: No-code platform for custom tool development
- OpenAI API: Call transcription and analysis
- ChatGPT: Sales coaching and strategic guidance
This episode provides a masterclass in practical AI implementation for B2B marketing, emphasizing systematic improvement over flashy technology adoption.
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