Marketing, Processes
& AI Support
Agency Marketing Director & Process Strategist
Meet Jolene
Hi, I’m Jolene J. Bemis, a Marketing Director & Sales Process Strategist with 30+ years in the insurance industry. Helping independent insurance agents free up time while increasing production by managing their marketing, creating sales process strategy, and modernizing with AI technology, at an affordable cost. It’s like having a Chief Marketing Officer and a Chief Information Officer all wrapped up in one, at a fraction of the cost!
I’ve worked with hundreds of agents on processes that drive production. Over the years, the same roadblocks kept re-appearing. No matter how driven and successful the agent, they all struggle to execute marketing strategy on a consistent basis. And no wonder! With the countless responsibilities they have! Every day it’s something new and quite often marketing is the first thing to be pushed aside for more urgent matters.
Marketing is the backbone of driving production. But often times marketing is the first thing to be pushed aside for more urgent matters.
A couple of years ago I began working on a solution for agents that would provide them with personalized, professional marketing and sales process support at an affordable cost. A partnership that large corporations pay upper 6-figure salaries for.
Today, I create customized marketing plans, manage ongoing execution, work with teams on sales process strategy that leverages emerging AI technology to free up your time and increase production.
Increase your capacity. Execute your strategy consistently. Increase production. When you’re ready, let’s talk about what that could look like for you.
Packages & Services
Marketing Director Package
$2000/mo (6 mo. contract)
Ongoing marketing direction for agencies that want consistent execution, personalized SEO content, and measurable results..
This package includes creating and managing a tailored marketing plan, leveraging AI for personalized SEO content, tracking ROI, and keeping marketing activity updated and moving forward, with experienced oversight that helps agency teams stay focused on customers.
Agency Playbook and AI Readiness Package
$800/mo (3 mo. contract)
Turn undocumented strategies into repeatable playbooks that improve consistency, support training, and prepare your office for practical AI use.
This package is built in partnership with the agent and team to capture what is already working and organize it into a clearer, more usable system for the future.
Online Review Strategy Add-On
$700/mo
Add deeper review and Google Business Profile support with offer posts, review tools, weekly reporting, and team process guidance to help generate and maintain stronger review activity.
Consulting - $85 Per Hour
Need help without committing to a package? Book me as a consultant at $85/hour for focused working sessions. We can review your numbers, refine a campaign, map out AI workflows, or troubleshoot your online presence—whatever is most urgent for your agency right now.
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How It Works
- Discovery Call – We review your goals, current state, challenges and go over solutions.
- Custom Plan & Package – Setting expectations and choosing the level of support that fits your needs.
- Initial set up: Info gathering, process strategy, and goal setting.
- Execution and Ongoing Management – Regular check-ins, optimization, and results reporting.
Why Work With Me
Clarity - A Plan That Fits Your Agency
Instead of random acts of marketing, you get a clear, customized roadmap based on your goals, budget, and local market. You’ll know exactly what to focus on first, what to pause, and how everything works together to grow your agency.
Action - Support That Gets Things Done
You’re not left to implement alone. I help set up systems, train your team, and keep projects moving—like your own personal CMO and CIO. Ideas turn into consistent action, so your processes and marketing finally match your intentions.
Experience - Someone Who Knows Agency Life
With decades in the insurance world and years supporting State Farm agents, I understand production goals, compliance, and the realities of a busy office. You don’t have to teach me the basics—I come in ready to add value on day one.
Confidence - Practical AI & Data You Can Trust
I make AI and analytics feel approachable, not overwhelming. Together we build simple, safe ways to use AI and your data so you can see what’s working, make better decisions, and stay ahead without chasing every tech trend.
Client Testimonials
Ready for a Smarter, More Efficient Agency? Let’s Talk.
The sooner we map out your strategy, the sooner you’ll see results! Contact me today and let’s put together an effective plan so you and your team can focus on production and protecting lives!
