Mortgage
Pre-approval, rate watch and the realtor partner pipeline.
Professional services
The Insurance GoHighLevel snapshot kit
Quote to bind, renewal retention and the bundle nobody asks for.
An agency grows on renewals and bundles, not on new quotes alone. This kit runs the renewal cadence off the policy date and asks the cross-sell question at the one moment a client will actually answer it.
- 25 workflows
- 6 funnels
- 3 pipelines
- 34 templates
Everything included in the Insurance kit
6Funnels and websites
25Workflows
3Pipelines
2Calendars
11Forms and surveys
34Email and SMS templates
51Custom fields
22Custom values
Built for how insurance agencies actually sell
Insurance buyers shop on price and stay on service. The kit gets the quote request qualified and routed by line of business, then keeps a policy-date-driven renewal sequence running so the client hears from the agency before the competitor mailer arrives, and offers the second policy at 45 days after bind rather than on day one.
- Driving renewal timing from the policy date rather than a list
- Building line of business routing with separate quote forms
- Placing the cross-sell where it converts instead of at bind
Primary pipeline
- New quote request
- Information gathered
- Quoted
- Follow-up
- Bound
- Renewal due
- Renewed
The 25 workflows inside
These ten do the heavy lifting. The remaining 15 handle reminders, internal notifications, tag hygiene and the exit conditions that stop a booked contact being chased.
- Quote request routing by line of business
- Missing information chase
- Quote delivered follow-up over 10 days
- Bound policy onboarding
- Cross-sell offer at 45 days
- Renewal cadence at 60, 30 and 7 days
- Payment failed retention
- Claim reported check-in
- Annual policy review booking
- Lost quote win-back at renewal date
The 6 funnels
- Instant quote request funnel
- Auto and home bundle page
- Commercial lines enquiry
- Life insurance consult booking
- Policy review booking page
- Referral reward page
Every funnel is connected to a form, a pipeline stage and a follow-up before you touch it.
How to install it
- Open the share link from your agency login. The snapshot appears in your own library.
- Load it into the sub-account. Around 12 minutes for a kit this size.
- Work the change list: 22 custom values, your domain, your calendars, your numbers.
- Send a test contact through each of the three main paths, then publish.
Six modules, as in every kit
- Funnels and websites
- Automations
- Pipelines
- Calendars and booking
- Forms and surveys
- Email and SMS
Insurance snapshot questions
Yes. Line of business is the first routing field, and personal and commercial have separate intake forms, pipelines and message sets.
Yes. Carrier names live in custom values, so a captive agency sets one value and an independent agency sets several.
Policy effective date is a custom field. Three workflows read it and send at 60, 30 and 7 days, and the sequence stops the moment the renewal is marked complete.
You get a share link on purchase. Open it from your agency login and the snapshot lands in your own library, then load it into any sub-account. The load takes about twelve minutes and the configuration checklist takes one to three hours.
Kits that neighbour this one
Take the insurance kit, or take the whole catalogue
One kit covers one industry. The all-access bundle covers all sixteen and every kit we ship afterwards, for less than four bought separately.