Policy Sourcer — Automated Insurance Lead Pipeline

Policy Sourcer™ automates your entire insurance lead pipeline — qualification, agent assignment, follow-up sequences, and an auto cross-sell engine that surfaces additional policies from your existing book.

Built on GHL + n8n. Works for P&C, life, health, commercial, and umbrella insurance.

What you get:

• n8n workflow files

• GHL insurance CRM snapshot

• AI lead classifier (hot/warm/cold + multi-policy detection)

• Cross-sell engine (auto-identifies home+auto bundles, life insurance gaps, etc)

• Renewal countdown (45-day window automation)

• Action queue — ranked by lead quality + premium value

• Full follow-up sequences with exact copy

• Full SOPs + video

Who it's for:

Independent insurance agents and agencies processing 50+ inbound leads per week.

Key outcomes:

- Every lead qualified before agent touches it

- Multi-policy prospects flagged immediately (highest value)

- Cross-sell opportunities auto-surfaced from existing book

- 48% improvement in follow-up consistency

- Agents spend time selling, not sorting

- Renewal clients never slip through

Founding member pricing — Limited spots. System delivered within 30 days.

After 30 days: $1,150/month retainer.