Step 1 of 5

Step 1 · Our Goal

More conversations with people who need insurance.

Which kind of coverage should we focus on first?

We start with one product and one local area. This keeps the first step simple and honest. We are not promising a set number of leads or policies — we are building a way to have more useful conversations with the people who need what Positive offers.

Get found

Help the right local people find Positive when they search for insurance.

Start a conversation

Make it easy for someone to ask for a coverage review.

Follow up

Help the team respond and stay in touch, so fewer people slip away.

Learn what works

Measure quotes and policies so we can see what is worth continuing.

Let's decide together

These are planning notes for our meeting — not a contract or a launch decision.

We recommend one to begin.

For business coverage especially.

Decision for this step

Still to decide

Mark where this stands in our meeting. You can change it any time without losing your notes.

Back
Next does not mean approval — it just moves to the next screen.
Next: The Campaign

Want to see everything at once? View the whole plan.