Segment by line of business
Tag clients by what they hold, then campaign against the gaps: home clients without auto, auto clients without umbrella, commercial clients without benefits.
Insurance Cross-Sell Automation
Your existing book is the cheapest source of new premium. Cross-sell automation finds the single-policy clients and introduces the lines they're missing — consistently, without anyone remembering to ask.
Sample DashboardDemonstration data — not actual customer results
app.gohighlevel.com — Harborview Insurance
+18.2%
$486,240
Premium Bound (YTD)
+24
312
Policies Written
+9.4%
$219,800
Open Pipeline Value
+6 pts
38%
Close Rate
Sales Pipeline
$219,800 openNew Leads
8Martinez — Home + Auto
$3,150/yrChen — Commercial GL
$12,400/yrQuoted
6Okafor — Life 20yr term
$1,890/yrVega LLC — BOP + WC
$28,700/yrBound
5Patel — Full Bundle
$4,620/yrNguyen — Renters + Auto
$2,240/yrSMS — New Lead
Hi Sarah, this is Harborview Insurance — thanks for your quote request! When works for a quick call?
Tomorrow at 10?
Booked! A calendar invite is on its way.
Automations
Quote follow-up
Running
Renewal outreach
12 scheduled
Review requests
4 sent this week
Avg. premium per policy
$1,558
Cross-sell revenue (QTD)
$41,300
Renewals retained
94%
Service-first messaging
Campaigns are framed as coverage reviews, not pitches — the tone that makes cross-sell feel like good account management, because it is.
Triggered at the right moments
After onboarding, at annual review, and when your team logs a life event — the system watches for the moments cross-sell lands best.
Choose Your Plan
DIY
The complete insurance system, installed into your own GoHighLevel account.
$297one-time purchase
Includes
- Five CRM pipelines
- Full automation workflow library
- Service Center automations
- AI communication agent
- Insurance funnel template
- Conditional intake forms
- Email & text template library
- Reporting dashboard
- Custom values & tag system
- Compliance document templates
- Setup instructions & knowledge base
Most Popular
PRO
Everything in DIY, kept current with new workflows, campaigns and training.
$97per month
Everything in DIY, plus
- Ongoing workflow updates
- New service & growth campaigns as released
- New email, text and funnel templates
- AI agent prompt & script updates
- Training resources
- Support
Agency OS
A complete managed starting point: GoHighLevel account plus the full insurance system.
$197per month
Includes
- GoHighLevel account
- Complete insurance system installed
- All five pipelines & full workflow library
- AI communication agent
- Funnel template & intake forms
- Client Center portal setup
- Reporting dashboard
- Ongoing updates & support