Growth Package · 🛡️ Insurance Agency Automation

Agency Growth System

Full agency ops: lead scoring and routing, renewal campaigns, certificate of insurance requests, commission splits, claims status updates, and review collection. For agencies with 3 to 15 producers.

$997
one-time · yours forever · no subscription
Growth Package See everything included ↓
Delivered within 24 hours90-day warrantyYou own it foreverSecure Stripe checkout
0
Automations
tested & documented
0
Integrations
pre-mapped for you
0m
Min setup (avg)
guided, per automation
0
Platforms
n8n · Make · Zapier · …

Every integration in this package

9 apps, wired to each other — credentials, field mappings, and connection steps included in your setup guide.

DocuSign
Gmail
Google Calendar
Google Sheets
HubSpot CRM
QuickBooks
Slack
Stripe
Twilio

The old way vs. the Agency Growth System way

What this package actually changes about your week — in plain language.

The old way
Quote leads racing to whoever replies first

Portal leads are shared with three agencies. The first human response usually wins the client.

With this package
Leads routed in minutes

New quote requests route to the right producer instantly with a personalized response already on the way.

The old way
Renewals and COIs missed

Policy expirations and certificate requests tracked in a calendar nobody checks — until a client calls angry.

With this package
Renewals that remind themselves

Expiration and document reminders go out ahead of time — policies renewed instead of lapsed, certificates issued on request.

The old way
Commission reconciliation by spreadsheet

Carrier statements, split commissions, corrections — matched by hand, late in the month, every month.

With this package
Commissions tracked as they land

Commission entries reconcile automatically with alerts on the outliers, so the monthly statement is a review — not an investigation.

What this package gives you

Every automation here exists to solve a real problem in your insurance agency automation business — here's what you actually get.

Speed-to-quote

Every portal lead routes to the right producer in minutes with a personalized response on the way.

Renewal automation

Policy expirations trigger reminders ahead of time — renewals happen instead of lapses.

Commission reconciliation

Carrier commissions match automatically with outlier alerts — no more month-end investigations.

COI requests on demand

Certificate of insurance requests route and issue automatically.

Claims status updates

Policyholders get automated status updates — fewer 'what's happening?' calls.

Review collection

Satisfied clients get review requests — your agency's reputation grows on autopilot.

Inside the package — every automation, described

Each workflow is tested, documented, and delivered with a step-by-step setup guide. Nothing here is a stub or a wishlist — these are the exact automations you receive.

Lead Capture & Instant Response

Intermediate

Webform submission → create/update CRM contact → send instant email + SMS response within 60 seconds. The foundational template used by 6 of 10 verticals.

Saves ~2-5 hours/week on manual emailsImproves response rates with multi-channel outreach
  • Receives form submissions or data via webhook
  • Creates or updates the contact in your CRM
  • Sends an automated email notification
  • Sends an SMS notification
≈ 20 min guided setup4 nodesWebhook · HubSpot · Twilio · Gmail

Lead Scoring & Qualification

Intermediate

Automatically captures data from your forms or website and manages your contacts in your CRM. Runs on n8n, Make, Zapier, Power Automate, and Pabbly — connects Webhook, Code, Slack with one-time pricing and no subscription.

Saves ~5-10 hours/week by automating 7 workflow steps
  • Receives form submissions or data via webhook
  • Captures and qualifies leads
  • Evaluates conditions to determine next steps
≈ 45 min guided setup7 nodesWebhook · Code · Slack · HubSpot

Appointment Reminder Sequence

Intermediate

Multi-channel appointment reminders sent at configurable intervals (24h, 2h, 15min before) via SMS and email. Reduces no-shows by 25-30%.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingImproves response rates with multi-channel outreach
  • Runs on a scheduled basis to check for updates
  • Performs: Fetch Upcoming Appointments
  • Evaluates conditions to determine next steps
  • Sends an SMS reminder
  • Sends a reminder email
≈ 90 min guided setup10 nodesScheduler · Filter · HubSpot · Twilio · Gmail

Document Expiration & Renewal Reminder

Intermediate

Automatically manages your contacts in your CRM. Runs on n8n, Make, Zapier, Power Automate, and Pabbly — connects Scheduler, Code, Slack with one-time pricing and no subscription.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingImproves response rates with multi-channel outreach
  • Runs on a scheduled basis to check for updates
  • Manages document collection or requests
  • Performs: Calculate Days Until Expiration
  • Sends a reminder email
  • Sends an SMS notification
≈ 45 min guided setup8 nodesScheduler · Code · Slack · HubSpot · Twilio +1

E-Signature Trigger & Document Flow

Intermediate

Automates document signing workflow: sends document for e-signature, tracks status, triggers follow-up actions upon completion (CRM update, email confirmation, file storage, task creation).

Saves ~3-7 hours/week on data entry
  • Receives form submissions or data via webhook
  • Manages document collection or requests
  • Manages electronic signature workflows
  • Triggered by Monitor Signature Status (Poll/Event)
  • Performs: Check if All Signed
≈ 90 min guided setup10 nodesWebhook · Code · Slack · HubSpot · Gmail

Affiliate/Partner Commission Payout

Intermediate

Calculates and processes commissions for affiliates/partners based on tracked referrals, conversions, and revenue. Handles tiered rates, pending/approved/paid states, and automated payout scheduling.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingRecovers 15-25% of failed payments
  • Runs on a scheduled basis to check for updates
  • Performs: Fetch Approved Commissions
  • Performs: Calculate Totals per Partner
  • Performs: Create Payout Record
  • Processes or retries payment
≈ 45 min guided setup7 nodesScheduler · Code · HubSpot · Stripe · Gmail

Post-Service Review Request

Intermediate

Automatically captures data from your forms or website and manages your contacts in your CRM. Runs on n8n, Make, Zapier, Power Automate, and Pabbly — connects Webhook, Delay, Scheduler with one-time pricing and no subscription.

Saves ~2-5 hours/week on manual emailsSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingIncreases reviews by 30-50%
  • Receives form submissions or data via webhook
  • Creates and manages service jobs
  • Waits for a specified delay before continuing
  • Sends a review request email
  • Sends an SMS notification
≈ 90 min guided setup11 nodesWebhook · Delay · Scheduler · HubSpot · Twilio +2

Time and money this package gives back

Savings claims come straight from these templates — the same numbers on their data sheets.

Time saved
6-9 hrs/week
No more manually tracking renewals, reconciling commissions, or chasing documents.
Speed-to-quote
Under 10 minutes
Every lead gets a response in minutes — first mover wins the client.
Policy retention
5-15% improvement
Automated renewal reminders prevent lapses.
Commission accuracy
99%+ match rate
Auto-reconciliation catches errors before they compound.
Saves ~2-5 hours/week on manual emailsImproves response rates with multi-channel outreachSaves ~5-10 hours/week by automating 7 workflow stepsSaves ~3-7 hours/week on data entrySaves ~2-4 hours/week on schedulingRecovers 15-25% of failed paymentsIncreases reviews by 30-50%

Your time, back — worth what you pay yourself

Set the hours Growth takes off your plate every week and your hourly rate. No email required — the math happens right here.

Estimates based on the inputs above — not a guarantee. A conservative view of automation, not a promise.

Saved per year
$10,920
$210/week · $910/month
Pays for itself in
~34 days
$997 package ÷ $30/day saved

Exactly what you get

Growth Package — Agency Growth System

7 pre-built workflows as import-ready n8n or Make JSON, AMS integration, a written setup guide, and a 30-minute onboarding call.

$997
one-time
7 automations, delivered import-ready with setup guides
9 integrations pre-mapped (DocuSign, Gmail, Google Calendar, Google Sheets, +5 more)
90-day warranty — free fixes if it breaks
You own it forever. No subscriptions required.
Delivered within 24 hours of purchase
Secure Stripe checkout · invoices included
Works on all five platforms
n8nimport-ready JSON
Makeimport-ready blueprint
PabblyJSON workflow file
Power AutomateJSON workflow file
Zapierwhite-label guided setup

Priority support · 48h response SLA

Optional monitoring & cron uptime: $149/mo after purchase (cancel anytime)

AI Layer add-on available at checkout (one-time)

Get Growth — $997 Customize
Starter
$147
1 automation · 5 integrations
View Starter →
GrowthYou're viewing
$997
7 automations · 9 integrations
Scale
$2,497
10 automations · 10 integrations
View Scale →

Compare all three packages side by side →

How it works

1
Install
Connect your lead forms, quoting tools, and carrier portals.
2
Configure
Set up lead routing, renewal timelines, and cross-sell rules.
3
Test
Run a test lead and renewal to verify the full flow.
4
Go Live
Close more policies with less manual follow-up.

What insurance agency automation teams say

“Speed-to-quote is the whole game now. Our portal leads get a response before the other two agencies finish typing.”
Derek F. · Agency Owner, Summit Insurance Group
“Renewal reminders alone saved two policies last month. The spreadsheet used to catch them in arrears.”
Lorraine C. · Licensed Agent

Frequently asked questions

How does multi-carrier quoting work?▼

Submit client data once and receive quotes from multiple carriers side-by-side. The system highlights the best match based on coverage and price.

Can I track policy renewals?▼

Yes. The system monitors renewal dates, sends pre-renewal offers, and alerts agents 60, 30, and 7 days before each policy expires.

Does it suggest cross-sells?▼

The Growth plan analyzes each client's coverage and automatically suggests complementary policies — auto + home, life + disability, etc.

Is this compliant with insurance regulations?▼

Yes. All client communications are logged, data is encrypted, and the system supports state-specific compliance requirements.

Ready for the Growth Package?

Quote leads routed in minutes, renewal and COI reminders, commissions reconciled.

$997one-time
Get Started Need something custom? Request a Build

Delivered within 24 hours · 90-day warranty · yours forever

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