Insurance snapshot mini-course

Six short visual lessons. Follow along in your own GoHighLevel account and you’ll be live by lesson 6.

Lesson 1 of 6

Install the Snapshot and Brand It for Your Agency

Load the snapshot and make every message sound like your agency.

Go to Agency view > Account Snapshots and load the OBMC Insurance snapshot into the client's sub-account
Open Settings > Business Profile and set the agency name, address, and correct time zone
Go to Settings > Custom Values and fill in business name, owner name, phone, and all four links
Review the Lead Offer, Guarantee, and Referral Reward values and adjust for your state's rules
Upload the agency logo in Settings > Business Profile so forms and emails match your brand

Agency → Snapshots → Load

Lesson 2 of 6

Get every quote request into GHL and contacted before competing agents call.

Open Sites > Forms > Builder, edit Request a Quote, and confirm the Lines of Interest, Current Carrier, and Renewal Date fields
Embed the form on your website's quote page and connect Facebook lead forms under Settings > Integrations
Open Automation > Workflows > 01 New Lead and confirm the trigger points to your quote form
Open workflow 02 Missed Call and make sure your number forwards to the office line
Submit a test quote request and confirm the text, email, and New Quote Request opportunity appear

Workflow 01 · Speed-to-Lead

Lesson 3 of 6

Fill producer calendars with prepared prospects who show up.

Go to Calendars > Calendar Settings and open Free Coverage Review
Assign producers, set availability and a 30-minute duration with buffers
Paste the calendar link into Settings > Custom Values > Booking Link
Open workflow 04 and confirm the reminders ask clients to have declarations pages ready
Mark a test appointment as no-show and confirm workflow 05 sends the reschedule sequence

Calendars

Lesson 4 of 6

See every quote by stage and never let a 'thinking about it' prospect go quiet.

Open Opportunities > Pipelines > Sales Pipeline and review stages from New Quote Request to Policy Bound
Drag a test opportunity to Quote Sent and confirm workflow 07 starts the follow-up sequence
Set the stale deal timing in workflow 18 so producers get alerts on quotes idle for 3+ days
Move a test deal to Policy Bound and confirm workflow 08 sends the welcome and starts the policy journey
Move a deal to Not Bound and confirm workflow 09 enrolls it in the 30/60/90-day nurture

Opportunities → Pipelines

Lesson 5 of 6

Turn bound clients into Google reviews and introductions, and wake up old quotes.

Go to Reputation > Settings, connect Google Business Profile, and paste the review link into Custom Values
Open workflow 11 and set the owner alert for 1-3 star feedback
Confirm the referral reward wording in workflow 12 matches what your state permits
Import old quotes and lapsed clients with consent in Contacts > Import and tag them 'reactivation'
Open workflow 14 and enroll the tagged list in small daily batches

Workflow 11 · Review or Recovery

Lesson 6 of 6

Turn your existing book into steady new policies with renewal reviews and cross-sell.

Import or update the Policy Renewal Date and Policies In Force fields for current clients in Contacts
Open workflow 19 and set the trigger 30-45 days before Policy Renewal Date
Build a Smart List in Contacts for clients with Policies In Force = 1 line
Enroll that list in workflow 21 Account Rounding in weekly batches
Schedule workflow 20 for January and September, then check bound policies and reviews monthly in Reporting

Settings → Custom Fields

One-time $397. Includes the snapshot, both PDFs, the walkthrough and the mini-course. Or get all 20 niches for $1,997.