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 experienced marketing and process leadership on your team — without adding a full-time position.
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
Starting at $2000/month | 6-month agreement
Ongoing marketing leadership and execution for insurance agencies that want a tailored marketing plan, consistent follow-through, stronger online presence, review support, content coordination, vendor program oversight, and reporting.
Includes AI-supported market research and personalized SEO content built around the agency’s brand, team, market area, and local opportunities — helping your content stay relevant, useful, and easier for both people and AI-powered search tools to understand.
Pricing is based on agency size, number of locations, and team structure. Additional locations are priced separately based on the level of location-specific support needed.
Agency Playbook &
AI Readiness Package
Starting at $800/month
AI works best when your office knowledge is organized. This package helps agents prepare their agency-specific processes, workflows, and team knowledge so they can be used more effectively with AI tools.
The agency provides the process details. I help organize the information, identify gaps, build the agency AI brain, and train the agent and team to use it consistently.
Pricing is based on the amount of process information, number of workflows, number of locations, and level of setup and training needed.
Online Review Strategy Add-On
Starting at $700/mo
A focused review growth and reputation support package for agencies that want a more consistent process for asking for, tracking, and responding to Google reviews.
Includes review monitoring, team updates, process coaching, and accountability support to help the team build stronger review habits.
Pricing is based primarily on the number of locations supported. Available as an add-on to the Marketing Director Package.
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.
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.
Ready to create more structure around your marketing, reviews, processes, and AI readiness?
Let’s schedule a short conversation and see if this support is a good fit for your agency.
