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Feature · Insurance Snapshot for GHL

Instagram DM Automation for Insurance Agencies

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.

Included in the snapshot Installed in 24 hours 1 year of free updates
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Instagram DM Automation

Instagram is where a lot of younger auto and life prospects first reach out — usually with a quick DM. Instagram DM automation makes sure those messages get answered, qualified, and captured instead of buried in an inbox nobody checks.

Replies to every DM

The moment a DM lands, the automation responds in your agency’s voice, keeps the conversation moving, and answers the routine questions that come before someone is ready to talk to a producer.

Qualifies by line

Not every DM is the same opportunity. The automation sorts each one by line of business — auto, home, life, health, Medicare, commercial — so the lead arrives already categorized.

Captures to the CRM

Every qualified DM becomes a contact record in your CRM:

  • Line of interest
  • Conversation context
  • Contact details
  • Source tagged as Instagram for attribution

Pushes into the booking flow

Once qualified, the prospect is handed into the same booking flow as every other channel — offered a time on the right producer’s calendar so a DM turns into a real appointment.

What it does NOT do

  • Never quotes a premium
  • Never recommends a carrier
  • Never binds a policy
  • Never makes a coverage recommendation
  • Defers all licensed activity to a licensed producer

How it ships

Installed and tuned during your 10 dedicated install hours inside your agency’s GoHighLevel — connected to your Instagram, with qualification logic, CRM capture, and booking handoff configured to your lines. Live in 24 hours.

How it fires in your firm

From trigger to outcome — in seconds

Every feature in the snapshot follows the same predictable flow once installed. No tinkering, no manual steps.

1
Trigger fires

Inbound call, form submission, missed appointment, or scheduled date — the right trigger kicks off the workflow.

2
AI processes

Voice or text AI gathers context, qualifies, and routes — calibrated to your originator type.

3
Action taken

Booking, transfer, follow-up, review request, or renewal reminder — whatever the workflow is configured to do.

4
Confirmed

SMS + email confirmation to the prospect. Internal alert to your team. CRM record updated.

5
Tracked

Full transcript and structured data flow into GoHighLevel. Searchable, filterable, exportable.

Want this — and the other 10 automations?

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$997 one-time. Free A2P 10DLC. 10 dedicated hours of configuration. 1 year of free updates. No recurring fees.

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