Blog
Playbooks for Insurance Agency Operators
Practical automation, marketing, and growth strategies — written for solo producers and small firms.
The Renewal Cadence That Actually Works (120 / 60 / 30 / 7)
A practical breakdown of the 4-touchpoint renewal cadence that moves agency retention from industry-average 84% to top-quartile 92%+. With message templates.
April 22, 2026 · Playbooks
5 Insurance Automations That Pay For Themselves In 30 Days
The five GoHighLevel workflows every insurance agency should be running — renewal cadence, auto-to-home cross-sell, lapse recovery, annual review booking, and review collection. Each one pays for the snapshot in under a month.
April 15, 2026 · Playbooks
Welcome To Insurance Snapshot for GHL
What this snapshot is, who it's for, and why we built it specifically for insurance agencies — not as a re-skinned generic GHL template.
April 10, 2026 · Announcements