We built this after watching agencies lose policies they should have kept
A team of automation specialists, ex-carrier ops people, and ex-agency operators who got tired of seeing solo producers and small agencies lose 14% of their book every year to lapses, missed renewals, and zero cross-sell follow-through.
It started with one call from a Tampa P&C agency
Three years ago, we were a general-purpose GoHighLevel agency. We built funnels for HVAC companies, dental clinics, gyms — anyone who'd pay. The work was fine. The results were fine. Then we onboarded a Tampa personal-lines agency, and everything changed.
Their auto-policy retention was 79% — industry-average bad. Their cross-sell rate on a bound auto policy was 4%. They were spending $8K/month on Google ads to replace policies they were losing at renewal. The math didn't work.
We built them a 120/60/30/7-day renewal cadence, an auto-to-home cross-sell trigger that fired 48 hours after bind, a TCPA-safe SMS layer, and a producer leaderboard with referral attribution. Retention jumped to 92% in six months. Cross-sell rate climbed to 31%. The agency owner kept calling us with the same line: "Build this for every agency. Every single one of them needs this."
So we did. We narrowed our entire agency to one niche: insurance shops. We took everything we learned from their account and turned it into a snapshot — refined and re-refined as we installed it for the next agency, and the next, and the next. Today, that snapshot powers 80+ insurance agencies across auto, home, life, health, Medicare, commercial, and umbrella.
Tampa P&C Agency · 6-month results
Illustrative scenario based on the anonymized first deployment. Individual results vary by line of business, carrier appointments, geo, and existing CRM setup.
What makes us different from a generic GHL agency
Most GHL agencies are generalists. They sell the same funnel template to a chiropractor and an insurance agency. The result is mediocre for both. Everything in our snapshot — the quote-intake forms, the renewal email copy, the SMS scripts, the AI receptionist's triage logic, the pipeline stages, even the way we handle dec-page collection — was written specifically for insurance agencies by people who have watched 80+ shops use this system in the wild.
When a quote-lead comes in, our AI knows to triage by line. When an auto policy binds, the cross-sell trigger waits exactly 48 hours so the customer doesn't feel hounded. When a Medicare AEP lead asks about a specific carrier, the AI knows not to quote — that's a CMS scope-of-appointment violation. That specificity is the difference between a snapshot that "kind of works" and one that adds $300K of premium to your book in six months.
Our values
Six rules we hold ourselves to — that's the agreement we make with every agency we work with.
An agent's time is sacred
No bloated dashboards, no theory-heavy training videos, no 'let's hop on a call' emails. Everything we ship works on day one.
Done-for-you, always
We install. We configure. We customize. The producer focuses on writing business.
Transparent pricing
$997 once. No upsells, no monthly subscription traps. The only ongoing cost is your GoHighLevel subscription — paid directly to GHL.
TCPA + DOI-aware by default
Every workflow ships with consent capture, STOP handling, and exportable audit logs. Your E&O policy is the safety net, not the first line of defense.
Real support
10 dedicated hours within 15 days. Real humans, not chatbots, not ticket queues.
One niche · all the focus
We chose insurance agencies three years ago and never looked back. Every workflow tuned for insurance — none of it generic.
From generalist agency to insurance specialists
Same relationship, same standards
Whether you buy the snapshot ($997 one-time) or hire a dedicated GHL VA ($700–$1,500/month), the relationship is the same: we treat your agency's CRM as our own. NDAs are signed before any access. Background-checked VAs only. Direct line to our team. Loom walkthroughs after every major change. Free dedicated project manager included on every plan.
If you want to see exactly how the snapshot works for your specific lines of business, the fastest way is to book a free 30-minute demo. We'll walk through the system live, customized to whatever you write. No pressure. No upsells.