Founding member pricing. Limited spots

Your insurance pipeline,
fully automated.

Policy Sourcer™ classifies every inbound insurance lead in under 60 seconds, then scored, ranked and Slack alerted before your competitor picks up the phone. Built for independent insurance agents and agencies.

Get the System for $1,750 See How It Works

Founding member pricing, 30 day build, full system delivered

This is a packaged Sourcer System. Fixed scope, fixed price, deployed in 30 days. If you need origination built around your own buy box instead, that starts with an origination audit.
9×
higher conversion when
contacted in 5 min
<60s
to classify each
prospect
24/7
pipeline runs without
manual attention
0
missed high-intent
prospects

Illustrative system output

🔔
Slack: High Intent Prospect
just now
New Quote Request, Atlanta GA
James T., home and auto quote, renewal in 30 days
Score
91
High IntentCall Now
🏦
Policy Sourcer™: Match
3m ago
Cross Sell Match: Bundle Opportunity
Sarah M., home policy holder with no auto cover on file
Auto-MatchedHigh Value
📋
Action Queue: Rebuilt
1h ago
Priority list ready, 34 leads ranked
Top action: Call James T., purchase closing in 45 days
Hourly RebuildZero Sorting
4L
4th Link
Online now
9×
Higher conversion
in first 5 minutes
<60s
Prospect classified
on arrival
30m
Average daily
follow up time, eliminated
24/7
Pipeline running
without you
Real operator, real numbers

This is what changes when
you turn on Policy Sourcer™

⛔ Before
  • ✕ Leads sitting for hours before first contact, deals already lost
  • ✕ Multi policy prospects buried in single quote noise
  • ✕ 30+ minutes daily on manual follow-up sequences
  • ✕ No visibility into which prospects to call first
  • ✕ Cross sell gaps in the existing book going unnoticed
  • ✕ Pipeline stalls on weekends and evenings
✅ After
  • ✓ Every prospect classified and scored in under 60 seconds
  • ✓ Slack fires instantly on every high-intent purchase lead
  • ✓ Action queue ranked by urgency, rebuilt every hour
  • ✓ Bundle matches surfaced automatically from your existing book
  • ✓ All follow-up sequences triggered automatically
  • ✓ System runs 24/7, never misses a lead
What's inside

Six components.
One fully-automated insurance pipeline.

Built on GHL and n8n. Live tested, and delivered as a working system that we maintain for you.

🧠

Prospect Classification

Every prospect scored by policy type, urgency and intent. High priority prospects surface in under 60 seconds.

⚡

Action Queue

Ranked daily call list rebuilt every hour. Know exactly who to call, in what order, and why, without manual sorting.

🔔

Slack Alerts

Instant notification on every high intent prospect. You're the first call they get rather than the fifth.

🔁

Cross Sell Engine

Scans your existing book automatically. Flags policy holders with uncovered lines against their current cover, which is revenue that otherwise goes unnoticed.

🗂️

GHL CRM Build-Out

Custom insurance pipeline covering quote, bind, renewal and cross sell stages. Smart lists and automations configured for lending ops.

📊

Command Center

Full prospect pipeline in one view. Every lead, stage, and recommended next action, updated in real time.

What you get

Everything included.
Built for your operation.

A complete, working insurance lead pipeline: n8n workflows, GHL snapshot, SOPs and prompt library. We build it, test it, and deliver it in 30 days.

  • ⚡
    n8n workflow filesEvery automation exported and ready to import into your instance.
  • 🗂️
    GHL insurance CRM snapshotQuote, bind, renewal and cross sell pipelines. Smart lists and contact fields pre-configured.
  • 🧠
    Classification prompt libraryThe exact prompts scoring and tagging every prospect on arrival.
  • 🔁
    Cross sell engineLogic for scanning the existing book and flagging uncovered lines.
  • 📋
    Full written SOPsEvery component documented. Setup, operation, and maintenance covered.
  • 🎥
    Walkthrough videoFull system demo. See every workflow running live before you set it up.
Policy Sourcer™
$1,750 one-time
Installation + 30 days of maintenance included
⚡ Founding Member Pricing

You're getting this at launch price. System is built custom for your operation within 30 days of purchase. Limited spots available.

After 30 days, monthly retainer
$1,150 /month
Ongoing maintenance, optimisation, new integrations and support
  • n8n workflow files (ready to import)
  • GHL insurance CRM snapshot
  • Prospect classification prompts
  • Cross sell engine logic
  • Full written SOPs + walkthrough video
  • 30-day onboarding support
System delivered within 30 days, onboarding call included
Get Policy Sourcer™ for $1,750

Need something custom? Send us a message

Questions

Common questions

How is this different from my current CRM?+
Generic CRMs store leads. Policy Sourcer™ processes them, classifying, scoring and actioning every prospect automatically. Your CRM tells you where leads are. This tells you who to call right now and why.
Do I need technical skills to run this?+
Yes, and we are upfront about it. Setup follows the SOPs but requires comfort with GHL and n8n. The $1,750 includes installation and 30 days of hands-on maintenance. After that, the $1,150/month retainer keeps everything running for you.
How long until it's live?+
30 days from purchase to a live, tested system built for your specific operation. We start with an onboarding call to understand your lead sources, current tools, and loan types, then build from there.
What does the retainer cover?+
The $1,150/month covers workflow maintenance as your lead volume grows, prompt tuning as prospect types evolve, new source integrations, and direct support. The system runs without it, but maintaining it at scale requires ongoing technical work that the retainer handles for you.
Founding member pricing

Stop losing loans
to slow follow-up.

Book your spot. We build the system for your operation within 30 days, and maintain it from there.

Get Policy Sourcer™ for $1,750
Instant delivery via Payhip. Need something custom? Send us a message
💬