Insurance Agent - Contracting & Pre-Licensing Tracking

"The ultimate snapshot to track and oversee the entire pre-license & contracting process"

Insurance Agent - Contracting &

Pre-Licensing Tracking

$499.99

Snapshot PurchaseDigital Delivery
Agency Building ToolsYou just saved 20 hours!
We Respect Your Privacy & Information.

Insurance Agent - Contracting &

Pre-Licensing Tracking

$499.99

Snapshot PurchaseDigital Delivery
Agency Building ToolsYou just saved 20 hours!
We Respect Your Privacy & Information.

What is this snapshot for? This snapshot is designed for insurance agents that are trying to track and automate the pre-licensing & contracting aspects of their business. Pre-license & Contracting tracking is the never ending hassle of the agency owner. This process simply never stops, so organizing and optimizing this process is critical to the long term success of your agency.

Snapshot Features

  • Pre-License Tracking

  • Contracting Tracking

  • Landing Pages For Each Step

  • Text Reminders/Alerts to Upline

  • Text Reminders to manager

  • Text Reminders/Alerts to Agent

  • Pipelines to track all leads

  • Stages to track each step

  • Easy access for agents

  • Tasks auto-set for managers

What are some of the key features? Using this system you can easily add a new agent to the pre-license or the contracting process. The new potential agent is contacted right away with next steps. The upline is also notified with texts. If the new potential agent does not engage with the system, the upline is notified as well the agent is reminded to continue the process. All leads in the system are easily viewable in the pipeline system.

How will this snapshot make me money? Anything that can be done to modernize this process with your agency is a win. Every agency suffers from leakage in this department to some degree...the question is how much do you want to pay for lack of organization and poor follow up with new agents? Use this snapshot to start your own Insurance SaaS! Sell this as a monthly solution to other agents to solve a real problem in the marketplace!

How much time will this snapshot save me? What if I just build this myself? How much time am I saving? Based on your experience level with Go High Level this could vary dramatically. Below is a chart based on how long we thing it would take the average user to make this snapshot from scratch

Estimated Time Savings

how long we think it would take to

build this snapshot...

No Experience

60 hours

Beginner

50 hours

Below Average

40 hours

Average

30 hours

Good

25 hours

Expert

20 hours

What could you do with an extra 60 hours?

Estimated Time Savings

how long we think it would take to

build this snapshot...

No Experience

60 hours

Beginner

50 hours

Below Average

40 hours

Average

30 hours

Good

25 hours

Expert

20 hours

What could you do with an

extra 60 hours?