Playbooks

• May 5, 2026

  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%+.

• April 22, 2026

  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 15, 2026

  5 Insurance Automations That Pay For Themselves In 30 Days

  The five GoHighLevel workflows every insurance agency should be running — renewal cadence, auto-to-home cross-sell, lapse recovery, annual review booking, and review collection. Each one pays for the snapshot in under a month.