Insurance
Property & Casualty Insurance Snapshot
Grow your insurance book of business with this P&C-focused snapshot. Includes multi-line quote funnels, policy renewal automation, claims support workflows, cross-sell campaigns, and referral program for existing policyholders.
Key Features
- Multi-line quote funnels
- Policy renewal automation
- Claims status updates
- Cross-sell campaigns
- Annual review reminders
- Life event triggers
- Referral rewards program
- Policy change notifications
What's Included
- Quote request forms
- Renewal reminder sequences
- Cross-sell email campaigns
- Claims communication templates
- Referral program setup
- Policy update automation
- Complete documentation
Standard GHL Components
🌐Website
📝Forms
📅Calendars
⚡Workflows
📧Email Campaigns
💬SMS Templates
📱Social Posts
📊Pipelines
How It Works
- 1
Purchase & Get Link
Complete your purchase and receive the snapshot import link instantly via email.
- 2
Import to GHL
Go to Settings → Company → Snapshots in your GHL account and import using the link.
- 3
Customize & Deploy
Follow our setup guide to customize branding, connect integrations, and go live.
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