Additional Snapshots
You Can Request Additional Snapshots for Your Account
Please review the below options, and when you're ready, you can click the "request snapshot/s button" below and we will load the snapshots into your account within 1 business day. You will receive an email once the snapshots are loaded into you account.
Each snapshot has the following components:
1. New pipeline to track leads in the requested vertical
2. New main drip automation to convert new leads
3. Re-Activation campaign to convert old leads
4. Tags to make it easier to sort different verticals
All new snapshots will work seamlessly with your existing calendars, AI, and automations. *Make sure to check the "Automation" and "Opportunities" tabs in your account to see if you don't already have the requested snapshot.
Final Expense
A small whole life insurance policy designed to cover funeral costs and end-of-life expenses so loved ones aren’t left with the bill.
Mortgage Protection
Life insurance structured to help pay off or cover mortgage payments if the homeowner passes away, protecting the family’s home.
Annuities
Financial products that convert savings into guaranteed income, often used to create predictable retirement cash flow.
Private Health Insurance
Health coverage offered outside the ACA marketplace, often providing PPO-style plans with broader provider access and tailored benefits for individuals and families.
