Playbooks
- September 27, 2026
When a Carrier Drops Your Book: The Re-Placement Playbook for Independent Agencies
A carrier just non-renewed a chunk of your book. Here is the 7-stage re-placement playbook independent agencies run to save those households: read the notice, triage the book in 48 hours, line up markets, notify clients compliantly, re-place coverage, stop the lapse, and protect your E&O. With the real client message copy, the state notice-period rules, and the failure modes nobody warns you about.
- September 25, 2026
How to Automate Insurance Renewal Reminders Without Upgrading Your AMS
Your agency management system stores renewal dates. It does not send the reminders. Here is how to build an automated renewal-reminder system on top of the AMS you already run, with the real message copy, the 120/60/30/7 sequence, the failure modes, and the TCPA rules, without paying to upgrade your AMS.
- August 12, 2026
Facebook & Instagram DM Automation for Charlotte Insurance Agents: The Comment-to-Booked-Quote Playbook (2026)
A step-by-step 2026 playbook for Charlotte insurance agents: automate Facebook & Instagram comment and DM replies so every 'how much for full coverage?' turns into a booked quote — not a lead your competitor bound first.
- 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.