Snapshot · Insurance Brokerage

Insurance brokerage GoHighLevel snapshot

Built for the renewal, not the quote. Reviews are booked before the policy is shopped, and the service load is taken off the producers who should be writing new business.

$1,960$3,040ONE-OFF · UNLIMITED SUB-ACCOUNTS
View the works order
  • White-label
  • 12 months of updates
  • Install guide included
  • All sales final once the link is sent

ST-01 · THE TERMS

Installation

We install it. It costs nothing.

Book the review before they shop the renewal. Installation is free. You get 15 hours of dedicated installation support with it, to be used within 8 days of purchase. It is an allowance of hours, not 8 days of open-ended help, so book the time in and spend it. When the 15 hours are spent, or the 8 days are up, anything further is quoted before it is started and billed as work. Nothing lands on an invoice unannounced.

Installing the snapshot into the sub-account, with the QA pass and the walkthrough
Rebranding the website: your client’s name, colours, logo, domain and booking links
A2P 10DLC registration and setup, opt-in wording checked before it is filed
Email service setup: domain email integrated in HighLevel and the sending domain authenticated
Creating a few more automations where the build needs them, and retuning the ones in it

Never in the hours, on any build: third-party integrations, third-party api work, custom software development. Those are commissioned separately and quoted before a spark is struck.

Book a call about this build

Questions, or want a look at the build before you buy it? Book a call and we will walk you through the account.

ST-02 · THE NINE

What lands in the sub-account

Nine pieces, forged for insurance brokerage.

One list, not two. Every build carries the same nine pieces, and every part we deliver is stamped into the piece it belongs to and described once. Open a part to see what it fixes for a insurance brokerage, what changes, and how it pays back. There are no quantities on it: what is in the build is stated, not counted.

  1. CATCHThe lead arrives and is answered
  2. HEATCold and quiet contacts brought back up
  3. STRIKEThe booking held and protected
  4. QUENCHThe finished job set as public proof
  5. TEMPERThe client kept, for years not weeks
01CATCH

Professional Website

One page per line of business, copy already written, a quote form that asks what a producer would ask on the phone, and the review diary built in.

  • A page per line
  • Producer-grade quote form
  • Review calendar embedded

STAMPED FROM

AI Studio websitePages that name the risks written
The gap
Agency sites say family owned since 1987 over a stock photo of a handshake. A restaurant owner cannot tell whether the agency writes liquor liability at all.
After the strike
AI Studio builds a page for every class your client actually writes, a quote form asking what a producer would ask, and the review calendar embedded under each one.
What it pays back
If you would normally quote $3,800 to build and write an agency site, and the sub-account arrives carrying one, that is either margin retained or a discount you can offer.
FunnelsA quote page per line written
The gap
One quote form for every class means a homeowner and a haulage firm answer identical questions, and a producer rings both back to start over again.
After the strike
Quote pages split by line. A bundle offer page. A certificate request page that keeps contractors off the phone. A referral page for the accountants who send work across.
What it pays back
If your client writes a commercial account at $1,100 a year and the trucking page brings one detailed submission a month, the install fee is back before the quarter ends.
Forms and surveysUnderwriting questions, not a contact form
The gap
Name, email and how can we help is not a submission. A producer still has to ring back for the VIN, the roof year and the loss history.
After the strike
Forms ask what a rater needs: drivers and vehicles, prior losses, roof year, construction, square footage, payroll or receipts, current carrier and expiry. Policy documents stay out of marketing.
What it pays back
If a producer burns fifteen minutes per enquiry collecting what a form should have taken, and your client fields forty a month, that is ten hours back at their loaded rate.
02CATCH

AI Receptionist

Gets the classes held and the renewal date out of the caller first, then puts the review in the diary of the producer who writes that class.

  • Captures lines and renewal
  • Books the right producer
  • English and Spanish

STAMPED FROM

1 AI ReceptionistEvery quote call picked up
The gap
A commercial caller wants a liability quote and gets voicemail because both producers are sat in a renewal meeting. He rings the next brokerage on the list.
After the strike
Voice AI answers instead. Class of business, the risk detail a rater will need, when the current policy runs out, and a diary slot with the right producer.
What it pays back
If a small commercial account pays your client $1,100 a year and renews, one caught voicemail a month is an argument you can make with their own numbers in the room.
03CATCH

AI Chatbot

Swallows the certificate requests and policy questions that quietly consume a service team, and puts only genuine new business in front of a person.

  • Certificate requests
  • Policy questions answered
  • Routes new business

STAMPED FROM

1 AI ChatbotCertificates and ID cards, off the desk
The gap
Half the inbound in an agency is somebody wanting an auto ID card, a certificate for a job site, or the date their premium comes out.
After the strike
Text AI takes that load across email, SMS, Messenger, Instagram and the agency widget, answers from the values you set, and escalates only what is genuinely new business.
What it pays back
Assume a service rep costs your client $3,200 a month and spends a third of the week on requests that never needed a person. Deflection is the easiest line in your proposal.
04HEAT

AI Outbound Caller

Chases the quotes that never bound, and reaches a renewal before the policyholder starts typing their details into a comparison site.

  • Unbound quote chase
  • Pre-renewal save call
  • Voicemail with a booking link

Runs on Workflows and Nurture campaign, described once where they are stamped rather than twice here.

05STRIKE

Smart Appointment System

Locks the policy review in and works the reminder ladder, because a review that never happens is a renewal walking out without a word.

  • 24h, 1h and 15min ladder
  • Renewal review prompts
  • Recovery call inside 60 min

STAMPED FROM

Appointment reminders, confirmations and no-show recoveryThe review booked before the shop
The gap
A policy review sits in the diary for a fortnight. The policyholder forgets, the expiry passes, and the loss arrives later as a broker of record letter.
After the strike
Confirmation says bring the current dec page and anything that has changed. The ladder reminds down to the last quarter hour, and a miss gets called back inside the hour.
What it pays back
Tuned for 70% no-show recovery. Say twelve policy reviews go in the diary each month and four fall over; the run is built to put most of them back before the renewal date passes.
06QUENCH

Review Automation

An open claim suppresses the ask outright, and a household holding three policies is treated as one household rather than three inboxes.

  • Open claims suppressed
  • Two follow-ups, then stop
  • Deduplicated by household

STAMPED FROM

Review automationHeld until the documents are out
The gap
An ask sent the day the application is signed reaches somebody who has not seen a policy document, made a payment, or had a single reason to be pleased.
After the strike
Quenched until the documents issue and the first premium clears. An open claim kills the ask outright. A household on several policies is counted once, not three times.
What it pays back
Assume a prospect compares three local agencies on a phone before ringing any of them. Set your client's own close rate against being the one carrying reviews from this year.
07QUENCH

Review Harvesting

Held until the documents are issued and the first payment has cleared. That is the moment a client feels covered rather than sold to.

  • Trigger: policy issued
  • Held to first payment
  • Google and Facebook links

Runs on Review automation, described once where they are stamped rather than twice here.

08TEMPER

Lifetime Nurture Campaigns

The yearly review prompt, triggers on a new car or a change of address, and the multi-policy conversation that never happens on its own.

  • Annual policy reviews
  • Life event triggers
  • Cross-sell and referral

STAMPED FROM

Nurture campaignCar in April, house lost in October
The gap
The agency writes the car in April, never raises the house, and loses the whole household in October when a comparison site quotes both together.
After the strike
The second-line conversation lands after the first policy has bedded in, not at bind. Between renewals, a light touch keeps the agency in front of the household.
What it pays back
Assume a monoline household is worth $190 a year to your client and a bundled one $540. Moving one household a month is a number you can put on a slide.
Seasonal automationBinding suspended, January stacked with expiries
The gap
A named storm suspends binding and the book finds out from the news. Then January arrives with a month of auto expiries and no campaign behind them.
After the strike
Runs timed to the insurance year: the coverage check before binding closes ahead of storm season, the young driver conversation each August, the January renewal crush, and open enrolment on the health book.
What it pays back
If a pre-season check reaches six hundred households and one in forty adds flood or lifts a dwelling limit, put your client's own endorsement commission against a campaign that runs unattended.
09TEMPER

Database Reactivation

Holds a lost quote until the month their existing policy comes up, then calls. Six months early it is noise; at renewal it is the only call they want.

  • 6 month lost quotes
  • Timed to their renewal
  • AI calling campaign

Runs on Nurture campaign and Custom fields, described once where they are stamped rather than twice here.

THE FRAME

Four parts belong to no single piece. They carry all nine, which is why they are listed once, here, rather than nine times above.

Pipelines

New business, retention, second policy

The gap
An agency management system tracks policies. It does not tell a producer which forty renewals land next month and which of those have never once been reviewed.
After the strike
Boards for quote through bind, for the renewal month sorted by expiry, and for monoline households that ought to be multiline. Each stage carries its own runs.
What it pays back
If your client's book runs to a thousand policies and the retention board saves ten renewals a year that would otherwise walk, apply their own average annual commission to those.

Workflows

Dec page chased, ladder counted back

The gap
Nobody can rate anything without the current dec page. The prospect sends it eleven days later, by which time the producer has moved on to live work.
After the strike
Runs that chase the dec page and the driver list, push a quote that has already gone out until it either binds or is written off, and count the renewal ladder backwards from expiry.
What it pays back
Say your client quotes sixty risks a month and closes a third. If the chase moves two of the remainder over the line because the paperwork arrived in time, use their bind commission.

Custom values

Carriers, licence, claims lines, per client

The gap
Every agency you install for is appointed with a different set of carriers, and half of them lose or gain one before your invoice has cleared.
After the strike
Agency name, licence number, the carrier list, claims numbers by carrier, service hours and the quote link are all values. Stamp them once and the sub-account is theirs.
What it pays back
If installing an agency currently takes you a day of a builder's time at $450, and you install one a month, the values map is what stops that being a bottleneck.

Custom fields

Expiry date, carrier, claim-open marker

The gap
Expiry dates live in the management system and never reach the CRM. The retention calendar is therefore invisible to every automation your client owns.
After the strike
Effective and expiry dates, lines held, carrier, premium, producer, plus a claim-open marker. Renewal timing is driven off the expiry field; the marker silences anything upbeat.
What it pays back
A cross-sell text arriving while a policyholder is fighting a water damage claim costs the household and the referral. If that misfire happens once a year, the marker earned its place.

Nine pieces in every build, never eight and never ten. The 70% no-show recovery and the 5 to 10 reviews a month are what these pieces are tuned to produce. They are targets we build to, not measured results from a named client.

ST-03 · THE HEAT

Automation

The workflows that do the work.

The workflows that carry the load, by name. The rest are listed in the install guide.

Quote to bind follow-up
Renewal review booking ladder
Life event cross-sell trigger
Certificate request deflection
Post-bind review request
Lost quote win-back at renewal

FUNNELS

  • Quote request
  • Per line of business
  • Renewal review
  • Bundle offer
  • Referral
  • Certificate request

PIPELINE STAGES

  • New business
  • Renewal retention
  • Cross-sell

CALENDARS

  • Quote consultation
  • Policy review
  • Claims support

Named, not counted. What each of them is for on a insurance brokerage build is in the pieces above.

ST-04 · THE LINE

How the complete system works

Lead capture to lifetime client.

The nine above are what lands in the account. This is the run: five stages, three moving parts each, in the order they fire for a insurance brokerage build.

  1. 1CHARGE

    Everything that comes through the door

    Four ways in, one routed path, nothing left ringing.

    A quote call is captured with the lines and the current renewal date, so nobody is quoted six months before they are able to move.

    The line that never rings out

    • Picked up on the first ring, at any hour
    • Works out what the caller wants by asking, not by menu
    • Puts them in a slot before the call ends
    • Switches between English and Spanish mid-conversation
    • Passes a live one to your team while they are still on
    • 24/7 pickup
    • Books in-call
    • EN/ES

    Typed enquiries, wherever they are typed

    • SMS, email, Messenger and Instagram answered in seconds
    • The site widget runs the same qualifying questions
    • Writes line of business and preference straight to the record
    • Hands over to a person the moment it should
    • Drops the contact into follow-up as the chat closes
    • Five inboxes
    • One script
    • Human handoff

    Form fills and paid traffic

    • Every submission starts the ten-day run
    • Email, SMS and AI calling work the lead together
    • Routed by line of business to the right path
    • Source stamped on the record for attribution
    • Carried into the policy review without a manual step
    • Attribution
    • Three channels
    • Auto-route
  2. 2SOAK

    Bringing a cold lead up to temperature

    Ten days of heat on a policyholder who would otherwise cool to nothing.

    Ten days of nurture on a quote is coverage gaps and service, because the price is the one thing a comparison site has already told them.

    Days one to three, in writing

    • Opens with the offer, not a greeting
    • What the work involves, written for the trade
    • Proof from people in the same position
    • One thing to do: pick a time

    Days four to seven, by text

    • A dated offer with a reason to move now
    • One short line of proof, not a paragraph
    • A booking link that takes a single tap
    • Pressure without the shouting

    Days eight to ten, on the phone

    • A call that reopens the conversation
    • Meets the objection that stalled them
    • Takes the policy review while they are still talking
    • Leaves something worth returning if not
  3. 3STRIKE

    Holding the booking once it is made

    A slot that stays filled, and a way back when it does not.

    A policy review that does not happen is a renewal that leaves. Reviews get the ladder and a missed one gets a call inside the hour.

    Confirmed the moment it is set

    • Text with the details, sent immediately
    • Calendar file for Google and Outlook
    • Email copy written to the contact record
    • Risk and renewal form sent ahead of the visit

    Three reminders, falling closer

    • A day out, by text and by email
    • An hour out, the on-the-way note
    • Fifteen minutes out, the last word
    • Moving the slot takes one tap, not a call

    When the slot is missed

    • Called back inside the hour, not the next morning
    • Finds out what happened in conversation
    • Puts them back in the diary on the same call
    • Inside 60 min
    • 70% recovery target
  4. 4QUENCH

    Setting the finished job as public proof

    Every completed policy bind cooled into something a stranger can read.

    The ask waits for documents to issue and the first payment to clear, and it never goes to anyone carrying an open claim.

    Asking at the right moment

    • A satisfaction check two hours after the policy bind
    • Happy: the Google and Facebook links follow
    • Unhappy: raised internally, never pushed public
    • Typically five to ten reviews a month, unattended

    Answering what comes back

    • Every positive review gets a reply
    • Written to the review, not from one template
    • Negative ones answered with care, not defence
    • Anything serious lands with a person

    Putting the proof back to work

    • Review text published back onto the site
    • Trust signals where the decision gets made
    • Lifts conversion on pages that already rank
    • Feeds what Google reads for local position
  5. 5TEMPER

    Keeping the client for years, not one job

    The policyholder stays on the books long after the invoice clears.

    Retention is the entire margin. Annual reviews, life event triggers and the bundle conversation that has never once happened in person.

    Staying in view

    • Prompts timed to the trade calendar
    • A check-in every quarter
    • Something on the birthday and the anniversary
    • A yearly prompt to review the arrangement

    Answering without you

    • Common questions handled at any hour
    • Moves an appointment without a phone call
    • Reports where things stand on request
    • Finds and sends a document when asked

    Going back to the quiet list

    • Six months of silence opens the trigger
    • A return offer with something real in it
    • A referral ask once a month
    • A VIP tier for the policyholders who keep returning

ST-05 · THE CASE

Why it is worth forging

What it costs you today.

Cold metal

  1. 01Service work eats the new business dayCertificates and policy questions arrive constantly, producers answer them because somebody must, and quoting stops.
  2. 02Quotes are given and never chasedThe prospect binds with whichever broker rang them back, and it is rarely the one who quoted first.
  3. 03Renewals arrive with no review bookedA policy with no conversation attached to it is a policy about to be put on a comparison site.
  4. 04Cross-sell is a good intentionEveryone agrees the book should be bundled. Nobody has ever run the campaign.

After the forge

  1. New business captured properlyLines of business and the current renewal date taken on the call, then booked with the producer who writes that class.02 AI Receptionist
  2. Service load taken off producersCertificate requests and policy questions handled without a producer opening the email.03 AI Chatbot
  3. Every renewal has a review attachedThe review is booked and laddered, because one that does not happen is a renewal that leaves.05 Smart Appointment System
  4. Unbound quotes and pre-renewal savesCalled on their renewal timing rather than yours, which is the only moment the conversation lands.04 AI Outbound Caller
  5. The bundle campaign finally runsLife event triggers and annual reviews do the cross-sell that has been on the whiteboard for two years.08 Lifetime Nurture Campaigns

Forged for

  • Independent agencies with two or more producers and a book over five hundred policies
  • Agencies whose service load is visibly eating the new business day
  • Personal lines books that have never been systematically cross-sold
  • Brokerages able to quote a second carrier and therefore able to save a policy

Not forged for

  • Captive agents with no ability to re-market, where the retention logic has nowhere to go
  • Commercial-only brokerages on long negotiated placements, which run on a different clock
  • Anyone expecting the AI to rate or quote, which stays in your comparative rater

If that second list is you, say so on the build call. We would rather tell you a insurance brokerage build is the wrong shape for you than take the money and watch it sit in a sub-account.

The sums, shown

One worked scenario, with every assumption printed. Swap your own numbers into the left column and the rest follows. These are illustrative figures, not measured results from a client.

Assumptions

Policies on the book1,400
Renewal retention today84%
Average annual commission$210
Renewals a month117

What follows

Policies lost a month117 x 16%19
Reachable with a booked reviewthe ones with no conversation attached12
Assume a third are saved12 / 34
Annual commission retained4 x $210, every month$840

Hours back

Off certificate requests80 requests x 4 min5.3h
Off quote follow-up45 quotes x 4 min3h
Off renewal chasing117 renewals x 2 min3.9h
Totalabout 12 hours a month

When it pays back. Retention compounds, so the build is covered within the first renewal season and keeps returning after it.

ST-06 · THE RESULT

What changes for the client

Day one, this happens.

  • Every policy has a review booked before its renewal date, not after it
  • Certificate and policy questions are answered without a producer touching them
  • The bundle conversation happens on a trigger instead of on good intentions

We install it, free.

Installation is free on every build in this catalog. We import it into your client’s sub-account, map every custom value, reconnect the integrations and walk a test contact through every workflow. You get a QA report before the client ever logs in.

InstallFree
Support15 hours, within 8 days
IncludesQA report + walkthrough
Book the install call

ST-07 · THE SCOPE

Delivery and support

What the forge takes on.

Clear lines rather than small print. The build and everything it automates stay on our floor. Work that reaches outside HighLevel is commissioned separately and quoted first.

On the floor

  • Installing the snapshot into the sub-account, with the QA pass and the walkthrough
  • Rebranding the website: your client’s name, colours, logo, domain and booking links
  • A2P 10DLC registration and setup, opt-in wording checked before it is filed
  • Email service setup: domain email integrated in HighLevel and the sending domain authenticated
  • Creating a few more automations where the build needs them, and retuning the ones in it

Commissioned separately

Third-party integrations
Anything that has to talk to a system outside HighLevel: an EHR, a shop management system, a wash controller, a comparative rater.
Third-party API work
Keys, endpoints, retries and error handling. Two-way syncs, webhook relays and scheduled migrations.
Custom software development
Portals, calculators and internal tools. Real software, scoped and priced as software.

Anything in the second list is quoted before a spark is struck, or handed to a dedicated VA on a monthly retainer if you would rather have hands than a project. It is never billed to you as a surprise.

Delivery24 business hours
InstallationFree
Install support15 hours, within 8 days

Out of the fire and into the sub-account inside 24 business hours of purchase confirmation. The floor runs 9am to 5pm Central, Monday to Friday, and nothing ships at a weekend, so a Friday afternoon order is struck on Monday. Installation is free. You get 15 hours of dedicated installation support with it, to be used within 8 days of purchase. When the 15 hours are spent, or the 8 days are up, anything further is quoted before it is started and billed as work. Nothing lands on an invoice unannounced.

ST-08 · QUESTIONS

Insurance Brokerage FAQ

Before you install.

Proof

From agencies running these builds.

Sample entries. DFY Foundry is a young shop. These cards show how the wall reads and stand in until real clients give us reviews to publish. No rating is claimed to Google while this note is here.

Sample

The HVAC build went into a client sub-account on a Tuesday and the receptionist was taking overnight calls by Thursday. The QA sheet meant we did not have to test it ourselves.
Sample entryAgency owner, Placeholder Agency

HVAC COMPANY SNAPSHOT

Sample

What we bought was the three weeks we did not spend building workflows. The spec sheet listed every one of them before we paid.
Sample entryOperations lead, Placeholder Agency

DENTAL CLINIC SNAPSHOT

Sample

The legal build screens matters before they reach a diary. That alone changed what our client does with their week.
Sample entryFounder, Placeholder Agency

LEGAL PRACTICE SNAPSHOT

Sample

Twelve hours of install support inside ten days, with a named person rather than a ticket queue. We used about eight of them, mostly on A2P.
Sample entryTechnical lead, Placeholder Agency

ROOFING COMPANY SNAPSHOT

Sample

The review engine fires when the job closes rather than when somebody remembers, which is the difference between a profile that grows and one that does not.
Sample entryAccount manager, Placeholder Agency

PLUMBING BUSINESS SNAPSHOT

Sample

We install these under our own brand and the client never sees a third party. The white-label side was done properly, not bolted on.
Sample entryAgency owner, Placeholder Agency

WHITE-LABEL AGENCY SETUP

6 published reviews, each one from an agency whose build we shipped

ST-10 · SHIP

Forge the insurance brokerage build.

Take the snapshot on its own, or have us install and test it in your client's sub-account. Either way you get the spec sheet.

Book a build callSee all snapshots

$1,960 ONE-OFF · UNLIMITED SUB-ACCOUNTS · 12 MONTHS OF UPDATES