From purchase to launch

How It Works

A simple, predictable journey from checkout to a fully-operational automated insurance agency — with our team handling every step alongside you.

Purchase & Order Confirmation

Get started with just a few clicks and receive instant confirmation.

Complete checkout securely for the one-time $997 snapshot — no monthly fees, no contracts. You'll receive an order confirmation email right after purchase with your receipt and next steps.

Secure one-time checkout (Stripe / PayPal)
Instant email confirmation with receipt
Short onboarding form sent immediately (so we can configure it for you)

Snapshot Delivered & Installed — Within 1 Business Day

We deliver and install — you don't.

Within 1 business day of purchase, the snapshot is delivered and installed directly into your GoHighLevel agency account. Other snapshot sellers email you a file and disappear; we don't operate that way. Most clients see the snapshot live in their account by end of next business day.

Snapshot installed in your GHL agency account (we do it, not you)
Help documentation provided for reference
Direct contact with the installation team

📅 Delivery only on business days (Monday–Friday). If you place your order on a weekend or US holiday, the snapshot is delivered the next business day. Please make sure you provide a correct email address at checkout.

We Import + Configure — Not You

Most snapshot sellers leave installation to you. We don't.

This is the step where most snapshot buyers struggle. Workflows that don't fire. Custom fields referenced incorrectly. A2P paperwork that gets rejected. AI Caller that never connects. We handle every piece of the configuration so the snapshot is genuinely production-ready when you log in.

Snapshot imported into your sub-account with all custom fields, tags, and insurance pipelines (quote → bind → renew)
Every workflow verified to fire correctly
Custom field mappings tested across quote-request forms and the CRM
Domain authentication (SPF/DKIM/DMARC) set up
Calendar, payment processor, and integrations connected
Free A2P 10DLC registration filed (others charge $150)
Production-tested before handoff

10 Dedicated Hours · Use Within 15 Days

Real human time on your account — not a chatbot, not a ticket queue.

Every purchase comes with 10 dedicated support hours that you can use any time within 15 days of delivery. The hours are flexible — back-to-back the first week, or spread across 15 days. Here's what we use them for (all included free):

Brand customization — your logo, colors, voice, signature blocks throughout the system
A2P 10DLC registration — included free for US-based firms (others charge $150 extra)
AI Caller setup — 24/7 voice agent that answers quote calls, qualifies by line of business, and books to the right producer (bilingual EN/ES, missed-call recovery)
AI Chatbot & social automation — website chat plus Instagram DM and Facebook Messenger capture, pre-qualify, and booking
SMS & renewal automation — missed-call text-back, quote follow-ups, renewal and payment-due reminders (TCPA-safe with STOP/HELP)
Prebuilt website pages — extra landing pages (line-specific) built to your specs
Custom workflows — extra CRM automations specific to your agency, lines of business, or producer team
Existing workflow adjustments — tuning the included quote-to-bind, cross-sell, and win-back workflows to match your exact process
Domain & email setup — DNS records, sender authentication
Lead form integrations — Facebook, Instagram, TikTok, Google Ads
Training — your team learns the entire system

🤝 We don't just sell — we help you set up and get started. The 10 hours are real human time on your account, not a self-serve dashboard or chatbot.

Ongoing GHL VA — After Your 15 Days

Need ongoing CRM management beyond your free hours? Hire one of our dedicated GHL specialists.

Our trained GoHighLevel virtual assistants take over from day 16 onward. They build funnels, automate workflows, manage Voice AI, run A2P registrations, organize your CRM, and handle everything inside GHL — properly delivered with Loom walkthroughs.

GHL Power Expert: $1,250/month — full-time 8 hrs/day, Mon–Fri
GHL Growth Expert: $700/month — part-time 4 hrs/day, Mon–Fri
Pay-As-You-Go: $20/hour for one-off tasks
White-label, no contracts, NDA ready
Free dedicated project manager included

View all VA plans →

1 Year of Free Updates + Lifetime Email Support

Stay current with the latest features and improvements.

The snapshot comes with 1 full year of free updates plus lifetime email support. As GoHighLevel evolves and we refine our automations based on feedback from live insurance agencies, you get those upgrades — at no extra cost.

Updates delivered via email when released
New features, optimizations, and integrations
Improvements informed by experience across live insurance agencies
Lifetime email support, and a 100% install guarantee — if anything misfires, we fix it free