CASE STUDY
Exclusive leads.
Predictable sales.
We help Insurance & Mortgage brokers generate high-intent, branded leads—delivering £1M+ in client commissions.
We filter the junk.
You close the deals.
Lead volume means nothing without intent. We help Financial Services firms stop wasting budget on low-quality clicks. By combining commercial strategy with rigorous exclusion lists, we turn your ad spend into signed policies and mortgages—not just website visits.
Predictable growth system
The
The
way
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Own Your Lead Flow
Your campaigns, your data, your enquiries
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Exclusive, High-Intent Leads
Prospects coming directly to you — not resold lists
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Message Control That Converts
We position your advice, experience, and trust signals
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Predictable & Scalable Pipeline
Turn paid media into a consistent growth engine
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Full Performance Transparency
See exactly where leads come from and how they convert
The old way
Lead buying & dependence
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Buy shared leads that multiple brokers chase
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Compete on price instead of value
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Little control over lead quality or intent
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Inconsistent volume month to month
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No visibility into what’s actually working
As seen in:
The Broker growth engine.
Two specialised services designed to bypass lead aggregators and build your own proprietary pipeline.
PPC
PPC Management: We build the strategy, create the assets, and manage the spend.
- Done-For-You Creative:
We script, design, and edit high-performing video and image ads (UGC, Motion Graphics, Statics) so you don’t have to lift a finger. - Commercial-First Targeting:
We prioritize keywords and audiences that drive profit, filtering out "junk leads" via aggressive negative lists. - Cross-Channel Scale:
Whether it’s Google Search intent or TikTok demand gen, we manage the distribution. - Direct Founder Access:
No junior account managers. You get a dedicated WhatsApp channel with the strategists. - CRM Integration:
We connect your ads to your sales data to track exactly which keywords lead to revenue.
🚀
On average our clients see a 52% drop in cost per acquisition
WEBSITES
Website creation: Traffic is expensive. We build funnels that squeeze every drop of value from it.
- High-Trust Design:
Custom pages built to establish immediate credibility for brokers and firms. - Built-In Prospect Filtering:
We build multi-step forms that qualify prospects before they hit your CRM. - A/B Testing:
Continuous experiments to lower your Cost Per Lead (CPL). - Rapid Deployment:
We can design, build, and launch a new campaign funnel in under 7 days.
⚡
On average our clients see a 76% increase in conversion rate
Why smart brokers choose Trickshot.
Generalist agencies are guessing. We operate on £2.5m+ of sector-specific data.
Specialists
We know compliance & customers.
We’ve managed over £2.5 million in ad spend specifically for the Mortgage & Insurance markets. We understand the compliance guidelines and the specific customer psychology needed to generate a lead that actually picks up the phone.
Informed By Data
The "Cheat code" database.
You aren't starting from scratch. We leverage a proprietary database of thousands of historical split-tests to know exactly which headlines and hooks work for Financial Services before we even launch your campaign.
CRO Bolt-on
We fix the leaky bucket.
Sending paid traffic to a generic homepage is lighting money on fire. We design and build high-converting landing pages as standard, ensuring you get signed policies, not just "website hits.
Google Partner
Certified platform experts.
We are fully certified by Google & Microsoft, giving us access to beta features and dedicated support. While competitors fight the algorithm, we leverage our partner status to give you an unfair advantage.
Case Study
Solving the Income Protection puzzle for First Thought.
Learn how we developed a bespoke Income Protection lead-generation system for protection broker First Thought Financial.
Learn MoreWe built our careers inside your industry.
Before founding Trickshot, Kian and Nick spent 5 years working in-house leading growth for a major UK Insurance & Mortgage brokerage.
We know the pain of high CPAs. We know the frustration of sales managers complaining about lead quality. We didn't build Trickshot to be "just another agency"—we built it to be the partner we wished we could have hired back then.
I spent half a decade managing multi-million pound budgets directly for the protection and mortgage sectors.
I don’t just "run ads." I build acquisition models designed to survive aggressive revenue targets. I know exactly how to structure a Google Ads account to satisfy a hungry sales floor without blowing the budget.
Nick Mitchell
Website Lead
My background isn't just in design—it's in building the engines that feed sales teams.
Working in-house, I learned that a "pretty website" is useless if the leads don't convert. I specialise in building high-trust landing pages and technical feedback loops that filter out time-wasters before they ever reach your CRM.
Broker playbook.
PPC
November 13, 2025
3-step system for launching profitable financial PPC.
PPC
November 13, 2025
How to “Gate”leads using only your Google Ad text.
PPC
November 13, 2025
Why “fewer form fields” are bad for Financial Services.
PPC
November 13, 2025
Is speed to lead killing your campaign?
PPC
November 13, 2025
Your junk leads are training Google’s AI to fail.
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PPC
November 13, 2025
3-step system for launching profitable financial PPC.
-
PPC
November 13, 2025
How to “Gate”leads using only your Google Ad text.
-
PPC
November 13, 2025
Why “fewer form fields” are bad for Financial Services.
-
PPC
November 13, 2025
Is speed to lead killing your campaign?
-
PPC
November 13, 2025
Your junk leads are training Google’s AI to fail.