We built this after watching agencieslose policies they should have kept
A team of automation specialists and ex-agency operators who got tired of seeing solo producers and small agencies lose part of their book every year to lapses, missed renewals, and zero cross-sell follow-through.
It started when we kept seeing the same problem
We started as a general-purpose GoHighLevel agency. We built funnels for HVAC companies, dental clinics, gyms — anyone who'd pay. The work was fine. The results were fine. Then we started working with insurance agencies, and everything changed.
The pattern was the same in shop after shop: policies lost at renewal, almost no cross-sell follow-through on a bound auto policy, and quote leads going cold before a producer could call. They were spending real money on ads to replace policies they were already losing. The math didn't work.
So we built the fixes: a 120/60/30/7-day renewal cadence, an auto-to-home cross-sell trigger that fires after bind, a TCPA-safe SMS layer, a 24/7 AI caller and chatbot to catch every quote lead, and review harvesting at peak satisfaction. The owners we worked with kept saying the same thing: "Build this for every agency. Every single one of them needs this."
So we did. We narrowed our entire agency to one niche: insurance shops. We took what we learned and turned it into a snapshot — refined and re-refined alongside the next agency, and the next. Today, that snapshot is tuned for agencies across auto, home, life, health, Medicare, commercial, and umbrella.
The outcomes it's tuned for
Illustrative figures showing what the snapshot is designed to do. Individual results vary by line of business, carrier appointments, geo, and existing CRM setup.
What makes us different from a generic GHL agency
Most GHL agencies are generalists. They sell the same funnel template to a chiropractor and an insurance agency. The result is mediocre for both. Everything in our snapshot — the quote-intake forms, the renewal email copy, the SMS scripts, the AI caller's triage logic, the pipeline stages, the review-harvesting timing — was written specifically for insurance agencies and refined alongside working shops.
When a quote lead comes in, the AI knows to triage by line of business. When an auto policy binds, the cross-sell trigger waits before reaching out so the customer doesn't feel hounded. When a Medicare AEP lead asks about a specific carrier, the AI knows not to quote — that would be a CMS scope-of-appointment violation. That specificity is the difference between a snapshot that "kind of works" and one that's genuinely built for how an agency runs.
Our values
Six rules we hold ourselves to — that's the agreement we make with every agency we work with.
An agent's time is sacred
No bloated dashboards, no theory-heavy training videos, no 'let's hop on a call' emails. Everything we ship works on day one.
Done-for-you, always
We install. We configure. We customize. The producer focuses on writing business.
Transparent pricing
$997 once. No upsells, no monthly subscription traps. The only ongoing cost is your GoHighLevel subscription — paid directly to GHL.
TCPA + DOI-aware by default
Every workflow ships with consent capture, STOP handling, and exportable audit logs. Your E&O policy is the safety net, not the first line of defense.
Real support
10 dedicated hours within 15 days. Real humans, not chatbots, not ticket queues.
One niche · all the focus
We chose insurance agencies and never looked back. Every workflow tuned for insurance — none of it generic.
From generalist agency to insurance specialists
Same relationship, same standards
Whether you buy the snapshot ($997 one-time) or, after your 15-day window, hire a dedicated GHL VA (from $700/month part-time or $1,250/month full-time, or $20/hr pay-as-you-go), the relationship is the same: we treat your agency's CRM as our own. NDAs are signed before any access. Background-checked VAs only. Direct line to our team. Loom walkthroughs after every major change.
If you want to see exactly how the snapshot works for your specific lines of business, the fastest way is to book a free 30-minute demo. We'll walk through the system live, customized to whatever you write. No pressure. No upsells.