How It Works – Insurance Agency GHL Snapshot
At Insurance Agency GHL Snapshot, we make it simple and fast for insurance agents, brokers, and agencies to launch automation systems, CRM workflows, AI agents, funnels, and prebuilt digital assets—all powered by GoHighLevel.
Here’s exactly how our streamlined process works:
1. Purchase & Order Confirmation
Select the Insurance Agency GHL Snapshot or any of our automation systems that fit your agency’s needs.
Complete your secure checkout.
Right after purchase, you’ll instantly receive a confirmation email with your order details.
2. Snapshot Delivery (Within 1 Business Day)
All snapshots are delivered Monday through Friday (business days only).
Within 1 business day, you’ll receive an email that includes:
✔ Your snapshot installation link
✔ Step-by-step setup guide + documentation
👉 Make sure you enter the correct email address at checkout, as all delivery materials will be sent there.
3. Import Into Your GoHighLevel Account
You can import the snapshot directly into your GoHighLevel agency account using the installation link.
Your documentation includes:
- Setup instructions
- Branding & customization steps
- Insurance-specific workflow guidance
- Best practices for automation
4. 15 Days of Free Support
Every purchase includes 15 days of complimentary support, beginning the day your snapshot is delivered.
During these 15 days, our team will help you with:
- Snapshot installation
- Branding updates (logo, colors, styles)
- Domain setup & DNS connection
- A2P 10DLC compliance for SMS
- Connecting insurance lead sources (Meta, Google, TikTok, website forms)
- Ensuring automations, emails, and SMS flows work correctly
- Minor copy or landing page adjustments
- Simple workflow additions tailored for insurance agencies
Our goal is to make sure your launch is smooth and stress-free.
5. Ongoing Support & Customization (After 15 Days)
If you need deeper customization or long-term support beyond the free setup period, you can hire a dedicated support member.
Part-Time Support Plan — $600/month
Includes:
- 4 hours of work per day
- Monday–Friday
- Central Time (U.S.) or your preferred time zone
- Pricing may vary slightly by region
- This plan covers:
- Advanced automation workflows
- Insurance pipeline optimization
- AI agent setup
- Ongoing funnel updates
- Custom CRM builds
- Additional integrations
- Renewal workflows & upsell systems
6. Lifetime Updates Included
Every Insurance Agency GHL Snapshot comes with lifetime free updates—no extra cost.
Whenever we add new features, optimize funnels, or release upgraded automations, you’ll receive update notifications directly via email.