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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. 1

    Purchase & Get Link

    Complete your purchase and receive the snapshot import link instantly via email.

  2. 2

    Import to GHL

    Go to Settings → Company → Snapshots in your GHL account and import using the link.

  3. 3

    Customize & Deploy

    Follow our setup guide to customize branding, connect integrations, and go live.

Price
$447
One-time purchase • Lifetime access
Secure checkout
Instant delivery
Setup documentation included
Works with GHL Agency & SaaS

Need Implementation Help?

Our team can set up and customize this snapshot for you with our Done-For-You service.