Line-specific intake
Auto, home, life and commercial each have their own intake form and required fields.
Done-for-you funnel for insurance businesses
Insurance GoHighLevel Funnel
Quote intake, cross-sell campaigns and renewal retention for insurance agencies.
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- Delivery
- Share link by email within 24 hours
- Format
- Native GoHighLevel snapshot
- Pages
- Ten-page site plus campaign funnels
- Installs
- Unlimited sub-accounts you own or manage
- Quote follow-up cadence
- Systematic cross-sell
- Renewal retention
$290$363Save 20%
One-time payment. Unlimited installs. One year of free updates.
Only 8 seats left in this pricing cohort
- Emailed within 24 hours of purchase
- Install on unlimited sub-accounts you manage
- 14-day replacement guarantee on every snapshot
- Secure checkout by Stripe
Delivered in 24 hours
Share link by email
Unlimited installs
Every account you manage
Free updates
For a full year after purchase
Secure checkout
Handled by Stripe
What this replaces
Agency owners and producers who need quoted leads and renewal retention.
- 01
Quote requests go cold
A quote is delivered and the prospect shops around, with no follow-up keeping you in the running.
- 02
One policy per household
Auto clients never get offered home, and the bundle discount is left on the table.
- 03
Renewals lapse silently
A policy expires because nobody reached out before the renewal date.
End to end
How the Insurance snapshot actually works
One Insurance enquiry, from the moment it lands to the moment it leaves a review. Every step below is already built inside the snapshot. You are not wiring any of it.
- 01
Website
It starts with a website that is already built
First the front door. A complete site with coverage pages, quote forms and claims help, built the way insurance agencies sell rather than the way a template designer imagined it.
Swap the logo, colours and business details on one settings screen and every page updates.
- 02
Intake form
The form qualifies before you ever speak to them
Every enquiry comes in qualified, because the form asks what they need covered, their renewal date and their current carrier before it will submit.
- 03
Enrolled
One submission, and the workflow takes over
Nobody types anything. The form creates the record, tags it against what they came for, and the automation takes it from there.
- 04
Auto reply
The instant reply lands while you are still busy
The instant reply confirms the enquiry, sends what is needed for the quote and offers call slots. It fires whether you are on a job, asleep, or on holiday.
The sequence keeps going if they do not answer: follow-ups on day one, day three and day seven.
- 05
Chat widget
The chat widget catches everyone who will not fill a form
Some people want to ask before they commit. The AI chat widget handles can you beat my renewal, what does this cover, how quickly can I be insured, and turns the answer into a booked quote appointment rather than a dead thread.
- 06
AI receptionist
The AI receptionist answers what the phone misses
A call at 9 PM from someone comparing quotes does not go to voicemail. The AI voice agent picks up on the first ring, asks the qualifying questions and books straight into the calendar.
Any call it cannot handle fires a missed-call text back within seconds, so the thread stays open.
- 07
Pipeline
From inbox chaos to a pipeline with stages
From there it is a pipeline, not a to-do list. Enquiry then Quoted then Presented then Bound then Renewed, with the right message firing at each stage.
- 08
Review
Renewed closes the loop and starts the review ask
Once the card reaches Renewed the selling stops and the asking starts. As soon as the policy is bound, the client gets the review request.
How that request is filtered is worth its own section, below.
Everything wired and working on import
Quote delivery and follow-up
Quotes delivered with a structured follow-up cadence rather than a single email.
Cross-sell automation
Bound policies trigger campaigns for the lines the household does not yet hold.
Renewal campaigns
Outreach beginning 60 and 30 days before expiry with a policy review offer.
Claims support sequence
Clients filing a claim receive guidance touches, which is where retention is won or lost.
Referral programme
Structured referral asks after binding and after a positive claims experience.
Problem and fix
Which part solves which problem
Every claim below names the mechanism behind it. If a feature is not doing a job on this list, it is not in the Insurance snapshot.
The problem
Quote requests go cold
A quote is delivered and the prospect shops around, with no follow-up keeping you in the running.
What removes it
AI receptionist and missed-call text back
The call is answered on the first ring, or texted back within seconds if it is not. A call at 9 PM from someone comparing quotes stops being a lost job.
The problem
One policy per household
Auto clients never get offered home, and the bundle discount is left on the table.
What removes it
Automated follow-up sequences
Email and SMS keep going out on day one, three and seven without you remembering. The client hears from you more times than a competitor bothers with.
The problem
Renewals lapse silently
A policy expires because nobody reached out before the renewal date.
What removes it
Booking with layered reminders
The quote appointment is booked against real availability, then confirmed and reminded twice before it happens, which is what actually cuts no-shows.
The path a lead takes, without anyone driving it
- 1
Quote request by line
- 2
Quote delivered
- 3
Structured follow-up to bind
- 4
Cross-sell campaign
- 5
Renewal outreach at 60 and 30 days
What is true once it is running
Quote follow-up cadence
Delivered quotes enter a sequence covering coverage detail, price comparison and binding.
Systematic cross-sell
Every bound policy triggers a cross-sell campaign for the lines the client does not hold.
Renewal retention
Renewal outreach starts well ahead of the expiry date with a review offer.
What ships in the box
Conversion-focused funnel and website builds with the follow-up automation already attached.
- Delivery
- Share link by email within 24 hours
- Format
- Native GoHighLevel snapshot
- Pages
- Ten-page site plus campaign funnels
- Installs
- Unlimited sub-accounts you own or manage
- Updates
- Free for one year after purchase
- Requires
- A GoHighLevel agency account
Ten-page responsive website
Home, services, about, contact and the supporting pages the industry expects, all mobile first.
Campaign funnels
Offer, opt-in and booking funnels built for paid traffic rather than generic templates.
Follow-up automation
Every funnel is wired to a nurture sequence, so a lead is never left sitting in a list.
Booking calendars
Appointment calendars with the reminder cadence already configured.
Forms and surveys
Qualifying forms that route enquiries by type rather than dumping them all in one bucket.
Custom values
Business details, links and branding controlled from one screen.
Build it yourself, or import it today
| Building it yourself | Insurance Funnel | |
|---|---|---|
| Design and build time | 2 to 4 weeks | Same day |
| Industry copywriting | Hired or written yourself | Included |
| Follow-up automation | Built separately | Attached to every funnel |
| Mobile testing | Your responsibility | Tested at three widths |
Payback
Work out your own payback
One question decides whether this is worth buying: how many clients does it need to bring back. Type your first-year commission on one policy and find out.
At $800 per policy, the Insurance snapshot pays for itself after
1policy
One-time price $290. Everything after that is yours.
Illustrative arithmetic using the figure you enter. It is not a forecast, a guarantee or a claim about typical results.
What the AI receptionist gives you back
The phone stops interrupting the work
The AI receptionist takes the call, asks what you would ask, and books it. You are not stopping mid-policy review to answer can you beat my renewal.
Nights and weekends stop being dead time
A call at 9 PM from someone comparing quotes gets answered at full attention. That is the window most insurance agencies lose entirely.
Nobody retypes anything
Form to contact record to pipeline to review request, with no manual entry anywhere in the chain.
Follow-up happens whether you remember or not
The sequences run on their own. Most clients that go cold do so because nobody followed up a third time.
4 lines
Auto, home, life and commercial each with their own intake and follow-up
60 and 30
Days before expiry that renewal outreach begins
Automatic
Cross-sell campaigns triggered on every bound policy
Done for you
Done for you, then 20 hours of support
The snapshot is not the end of it. You get 20 hours of hands-on customisation, usable across the 15 days that start once your snapshot is delivered.
15days of customisation
support, included
Talk to us firstsupport, included
- Set the automations up around your own process rather than the default timing
- Rewrite any copy that does not sound like your business
- Apply your branding: logo, colours, sender identity and domain
- Customise the website pages, sections and offers
- Connect your phone number, sending domain, calendar and Stripe
- Walk your team through the build on a call
From checkout to live
No developer, no export files and no waiting on a build queue.
Have us install it- 1
Order and receive the share link
Checkout completes and the snapshot share link is emailed to you within 24 hours. Check your promotions and spam folders as well as your inbox.
- 2
Load it into your sub-account
Open the link while logged into your agency account and choose the sub-account to load it into. HighLevel handles the import.
- 3
Swap the custom values
One settings screen holds business name, phone, address, booking link and brand colours. Every asset reads from it.
- 4
Connect your channels
Attach your phone number, email sending domain, calendar and payment processor. The automations are already wired to use them.
- 5
Turn the automations on
Workflows ship paused so nothing fires before you are ready. Publish them once you have tested with your own details.
Questions before you buy
Something not covered here?Email usand a person will answer.
Does it integrate with my AMS?
Not natively. Applied Epic, EZLynx or HawkSoft remain the system of record. This handles acquisition, quote follow-up, cross-sell and renewal marketing.
Is the messaging compliant?
Templates avoid coverage guarantees and specific rate claims. Add your licence numbers and any state-required disclosure through custom values before publishing.
Can producers have their own pipelines?
Yes. Leads assign by round robin or territory and each producer sees their own pipeline and calendar.
How does the Insurance snapshot turn a website visitor into a booked quote appointment?
In five steps, all automatic. The prebuilt site captures the client on an intake form that asks what they need covered, their renewal date and their current carrier. Submitting it creates the contact, tags it and starts the workflow. An email and SMS go out in seconds that confirms the enquiry, sends what is needed for the quote and offers call slots. Anyone who will not fill a form gets the AI chat widget or the AI receptionist instead. The contact then sits in a pipeline running Enquiry, Quoted, Presented, Bound, Renewed, with automation attached to each stage.
How does the review system get more five-star reviews?
It asks every client automatically as soon as the policy is bound, by SMS and email, and via a QR code you can put in the policy pack and the renewal email. The rating they tap decides the path: five stars opens Google, Facebook or Trustpilot with the review box ready, while four or fewer opens a private feedback form that saves to the contact record and alerts you instead.
What does the AI receptionist do that an answerphone does not?
It answers. A call at 9 PM from someone comparing quotes is picked up on the first ring, asked the qualifying questions you would ask, and booked straight into the calendar. Anything it cannot handle triggers a missed-call text back within seconds, so the conversation is still open when you get to it.
How quickly does the snapshot pay for itself?
That is arithmetic rather than a promise: divide the one-time price by your first-year commission on one policy. The calculator on this page does it with your own figure. Because the price is one-time and installs are unlimited, everything past that number of policys is margin.
How is a funnel different from a snapshot?
A funnel product focuses on the acquisition layer: the website, the campaign funnels and the follow-up attached to them. A snapshot is the whole sub-account, including pipelines, calendars, tagging and the full automation library. If you want the complete operating system rather than the front end, choose the snapshot.
Can I edit the pages?
Yes. Everything lands in HighLevel's native funnel builder, so every section, colour and line of copy is editable with no code.
Does it come with the copy written?
Yes. Headlines, body copy, form labels and email sequences are all written for the industry. You swap in your business details and adjust tone.
Will it work on mobile?
Every page is built mobile first and tested at phone, tablet and desktop widths.
Can I connect my own domain?
Yes. Point your domain at the sub-account in HighLevel's domain settings and the funnel serves from it.
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Insurance Funnel
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