Frequently Asked Questions
Everything you need to know
Everything insurance-agency operators ask before buying — and after. Can't find what you're looking for? Send us a message.
Yes, this snapshot is specifically designed for GoHighLevel. You’ll need an active GHL account. Don’t have one? Sign up for a 14-day free trial at gohighlevel.com (or get it through our partner link for 4 free bonus tools + 30% off the snapshot). Our team installs everything for you within 1 business day.
Both. The snapshot installs identically in either scenario — your own agency’s GHL sub-account, or a sub-account inside your GHL agency that you’ll resell to an insurance client. If you’re an agency reseller, our SaaS Pro partner link is the right starting point.
No. We install the entire snapshot for you — workflows, automations, templates, forms, A2P 10DLC, AI receptionist. You then get 10 dedicated hours of support that you can use any time within 15 days. Need ongoing CRM management beyond that? Our GHL VA plans start at $1,250/month.
Because the snapshot is refined and updated based on feedback from 80+ real insurance agencies, it already contains everything most shops need to start. If something specific to your agency is missing — a carrier-specific renewal template, a niche commercial pipeline, a producer leaderboard — our team will build it for you during your 10 dedicated support hours (use within 15 days) — included free.
Yes. Every form captures express written consent above the submit button. STOP / HELP keyword handling is wired into every workflow. A2P 10DLC registration is included free for U.S.-based agencies. Audit logs are exportable as CSV for state-DOI reviews. However — we are not your compliance officer. Your agency, your producers, your E&O policy carry the final responsibility for compliant outreach.
Yes. The Medicare-specific workflows respect the CMS-required scope-of-appointment, no-cold-SMS, and PII-handling rules. The AEP (Oct 15 – Dec 7) sequence ships pre-tuned with permission-marketing copy only. Final compliance responsibility rests with the agency principal and producers.
The snapshot does not send PHI in plain SMS. Health and life workflows use intake forms that capture consent + minimum necessary info, then route producers into 1–1 secure channels. As above, your agency owns final compliance.
No. The $997 is a one-time payment for the snapshot, installation, and dedicated support. The only ongoing cost is your existing GoHighLevel subscription, which you pay directly to GHL.
Most agencies start seeing results within the first 7 days — instant quote responses, the first auto-to-home cross-sell triggers firing, the first renewal SMS landing inbox. Many recover their full investment within the first 2–4 weeks through retention saves alone.
Auto, home, life, health/marketplace, Medicare supplements, Medicare Advantage, commercial lines (BOP, GL, workers comp), umbrella, business liability, and HNW. We adapt to your specific carrier appointments and producer team structure during your 10 dedicated hours.
AMS systems (Vertafore, Applied Epic, EZLynx) track policies after bind. Marketing tools (AgencyZoom, Better Agency) try to do both AMS-lite and marketing — usually mediocre at both. This snapshot is GHL-native marketing + lifecycle automation that integrates with your real AMS via Zapier / native API. Strongest renewal cadence, strongest cross-sell trigger, and the friendliest TCPA layer in the category.
Due to the digital nature of the product, all sales are final once the snapshot is delivered. See our Refund Policy for full details.
A2P 10DLC is the carrier registration required to send SMS messages from business numbers in the United States. Without it, your texts get filtered as spam. We file it for free on your behalf — others charge $150 extra.
No. The AI is configured strictly as a triage and intake assistant. It captures line of business, household basics, and producer-preferred call window — then routes to a licensed producer. It will never quote a premium, bind a policy, or make a coverage recommendation.
Yes. Every visual element — colors, logo, brand voice, footer disclosure — is customizable inside your 10 dedicated hours. We hand off a snapshot that looks like it was always your client’s, never ours.