Playbooks for Insurance Agency Operators
Practical automation, marketing, and growth strategies — written for solo producers and small firms.
Insurance Snapshot vs DIY: What You'll Actually Spend Building It Yourself
If you're considering building these workflows inside GoHighLevel yourself, here's the realistic cost — in time, in producer attention, in fixing things that break — vs buying the snapshot.
May 15, 2026 · Decision
Designing The Medicare AEP Campaign That Stays Inside CMS Rules
What to send, when to send it, who you can send it to, and what you can't say — a practical AEP campaign blueprint for Medicare Supplement and Medicare Advantage agents.
May 12, 2026 · Compliance
The 48-Hour Auto-To-Home Cross-Sell That Most Agencies Miss
Why timing matters. Why the 48-hour wait is the sweet spot. The exact script that converts auto-only households into auto+home households at 25%+.
May 5, 2026 · Playbooks
TCPA-Safe SMS For Insurance Agencies: A Field Guide
Express written consent, STOP / HELP handling, A2P 10DLC registration, time-of-day windows, CMS Medicare overlays — what your agency actually needs to know before automating SMS.
April 28, 2026 · Compliance
The Renewal Cadence That Actually Works (120 / 60 / 30 / 7)
A practical breakdown of the 4-touchpoint renewal cadence that moves agency retention from industry-average 84% to top-quartile 92%+. With message templates.
April 22, 2026 · Playbooks
Welcome To Insurance Snapshot for GHL
What this snapshot is, who it's for, and why we built it specifically for insurance agencies — not as a re-skinned generic GHL template.
April 10, 2026 · Announcements