Does it sync with an AMS like EZLynx or Applied Epic?

Not natively — GoHighLevel has no direct AMS connector. The snapshot ships with the field map and webhook structure so a middleware sync can be built, and we do that as a service.

Is the SMS consent language legally sufficient?

It follows current TCPA best practice for express written consent, but it is a starting point, not legal advice. The agency’s compliance officer should approve it before launch.

Pro snapshot142 build hours122+ assets

Insurance Agencies GoHighLevel snapshot

P&C, life, health and Medicare agencies

Quote-request routing, renewal retention and cross-sell on policy events.

Line-of-business intake that routes to the right producer
Renewal retention starting 75 days before the policy date
Cross-sell triggers on life events, not on random broadcasts
Explicit SMS consent capture and audit trail

Get this snapshot

$397$597

One-off · unlimited installs

Contents

7
Funnels & sites: 32
Workflows: 3
Pipelines: 44
Email templates: 26
SMS templates: 10
Forms & surveys

Everything above imports into a fresh sub-account in minutes. Contacts, domains, numbers and payment processors stay yours to configure — see the14-point import checklist.

Why this build is shaped the way it is

What is actually in the box, counted

No conversion claims. What a snapshot produces depends on the client, the offer and the ad spend behind it — so here is what you are buying instead, straight from the build.

In the build 01

tested workflows, every branch named and every trigger documented.

Funnels & sites7

Workflows32

Insurance Agencies · Pro · 142 build hours

The problem

Retention beats acquisition, five to one

An insurance book leaks quietly at renewal. This snapshot defends the book first and writes new business second.

The build

Compliance is not an afterthought

Consent, opt-out and record-keeping are wired in from the first form, because a cheap SMS mistake is expensive here.

The rebrand

A retention retainer, not a lead-gen one

Charge on book value. It reframes the whole conversation and survives a bad ad month.

The four modules

What actually does the work

Producer routing

Auto, home, commercial, life and Medicare each route to the licensed producer for that line and that state.

Renewal retention

A 75 / 45 / 21 / 7-day sequence before the renewal date, with a rate-increase branch that gets ahead of the shop-around.

Life-event cross-sell

New home, new vehicle, marriage and new child each trigger a specific, relevant cross-sell rather than a monthly newsletter.

Consent audit

Written consent language, timestamped capture and a stop-word handler, because this vertical actually gets audited.

Add labour

Do not want to install it yourself?

Workflow & Automation Build-OutsCustom GHL automation your snapshot does not cover — scoped and shipped.From $1,200 per scoped build Done-For-You Client OnboardingThe first 30 days of a new client, run end to end under your name.From $640 per client

Read first

Before you import anything

Operations · 10 min read

White-Label GHL Fulfilment: How to Price Agency Retainers

Cost-plus pricing caps your agency at the size of your delivery team. Here is the maths behind value-based retainers, with the four numbers that decide whether a retainer survives month four.

Read the guide

Specifics