$997/ one-time
🚀 Was: $1,697 · Save $700Live in 24 hours
Get StartedEverything You Get
AI Quote & Lead Capture
- AI Quote Funnel — line-of-business triage on every inbound
- AI Receptionist — 24/7 voice with insurance-specific intake
- AI Multi-Channel Chatbot — web · SMS · Facebook · Instagram
- Lead Forms & Calendars — producer round-robin + calendar handoff
- SEO Insurance Agency Website — professional Astro site customized to you
Retention & Cross-Sell Engine
- Renewal Cadence — 120 / 60 / 30 / 7-day per line of business
- Household Cross-Sell — auto→home 48h · home→life 30d · HNW→umbrella
- Annual Review Auto-Booking — 45 days before each anniversary
- Premium Payment Recovery — day 1/3/7 dunning + self-serve card update
- Lifecycle Email Sequences — quote → bind → renew → loyalty per line
- Household Referral Program — peak-trust ask + producer leaderboard
Compliance & Infrastructure
- TCPA-Safe Two-Way SMS — express consent + STOP / HELP keyword handling
- A2P 10DLC Registration — filed free — others charge $150 extra
- Document Collection — dec page · COI · MVR · loss runs (9 templates)
- Claims-Status Update Pings — SMS + email replacing "any update?" calls
- Audit-Log CSV Export — state-DOI / E&O ready
- AMS Integration — Vertafore / EZLynx / Applied via Zapier or API
White-Glove Service
- Complete Installation — we import + configure into your GHL in 24 hrs
- 10 Dedicated Customization Hours — real human time · use within 15 days
- Producer Onboarding Workflow — day-by-day ramp · scripted role-plays
- Review Automation — 3 satisfaction triggers · negative interception
- 1 Year of Free Updates — new workflows + refinements pushed automatically
- Email Marketing Playbook (PDF) — BONUS · insurance-specific frameworks
- Facebook Ads Mastery Guide (PDF) — BONUS · insurance-specific ad templates
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Zero-risk · we don't stop until it's working
If anything in your snapshot doesn't fire, we fix it free.
Every snapshot ships with our 100% Installation Guarantee. If any workflow misfires, any integration fails, or any AI flow doesn't connect after we install it, we fix it free during your dedicated support period — no extra cost, no ticket queue. Need ongoing GHL ops beyond 15 days? Hire our GHL VA from $1,250/mo.
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