All 11 Features Inside The Snapshot
All 11 features — from the 24/7 AI caller to review harvesting — tuned for U.S. insurance agencies and included in the one-time $997.
ai-caller
A 24/7 AI voice agent that answers every inbound quote call, qualifies by line of business, captures household basics, and books the right producer — bilingual EN/ES, with missed-call recovery.
ai-chatbot
A website and social chatbot that answers coverage, quote, and eligibility FAQs, pre-qualifies the lead, captures it to the CRM, and books a consultation — without tying up a producer.
appointment-automation
Online self-booking for quote calls and annual policy reviews, producer-aware, with confirmations, reminders, one-tap reschedule, and no-show recovery — so calendars stay full and gaps get filled.
crm-workflow-automations
Pre-built insurance pipelines, tags and segmentation, and lifecycle workflows — quote-to-bind nurture, cross-sell sequences, win-back, and renewal cadences. The brain of the snapshot.
facebook-messenger-automation
Instant Messenger replies that answer questions, capture contact details, pre-qualify the lead, and book an appointment straight from your agency's Facebook page.
gmb-reply-automation
Auto-replies to Google Business Profile messages and reviews in your agency's tone, around the clock — protecting your reputation and supporting map-pack visibility.
instagram-dm-automation
Captures and replies to Instagram DMs, qualifies the lead by line of business, and pushes it straight into your CRM and booking flow — so social interest becomes scheduled appointments.
prebuilt-website
A branded, conversion-ready agency website with quote-request forms, online booking, reviews, and lead capture wired to every automation — SEO-ready with local-business schema.
review-harvesting
Post-bind, post-renewal, and post-claim review-request sequences timed to peak satisfaction — routing 5-star clients to Google and Facebook while catching unhappy clients privately first.
sms-automation
Two-way text automation for insurance agencies: missed-call text-back, quote follow-ups, renewal and payment reminders, and post-bind check-ins — TCPA-safe with consent and STOP/HELP handling.
snapshot-automation-system
The complete GoHighLevel snapshot — every workflow, pipeline, form, calendar, template, and AI prompt, insurance-tuned and installed into your agency's GHL in 24 hours. One-time, you own it.