Load & Go Automations

Simply click the button of the Snapshot you want and it will automatically load into your account

ACA Snapshot

Enrollment Funnel (Consent, Attestation, Application, & SSN)

Referral Funnel

ACA Enrollment Pipeline

SMS/Email Automations to capture ALL information for enrollment

Client Facing Business Name *

ACA Client Facing Domain For Your Funnel - Example: https://acaplans4u.com (No slash at end) *

You must have a domain that is not pointed anywhere else. If you don't have a domain please purchase one. Please purchase this domain before you load the snapshot.

Facebook URL

Instagram URL

Already Installed This Snapshot?

Click Here to Access Set-Up Instructions

FEX Snapshot

Risk Assessment Funnel - Capture all health information to quote/qualify leads with

Call/No Answer Pipeline with A.I Booking bot

CTA Self Book Appointment

SMS/Email Automations to capture ALL information for quick quoting and apps

Client Facing Business Name *

FEX Client Facing Domain For Your Funnel - Example: https://fexplans4u.com (No slash at end)

You must have a domain that is not pointed anywhere else. If you don't have a domain please purchase one. Please purchase this domain before you load the snapshot.

FEX Inbound Number - Dedicated LC Phone Number *

Already Installed This Snapshot?

Click Here to Access Set-Up Instructions

Recruiting Snapshot

Agent Acquisition Pipeline AND Contracting Pipeline

Enrollment Funnel (Consent, Attestation, Application, & SSN)

Referral Funnel

SMS/Email Automations to capture ALL information for enrollment

Client Facing Agency Name *

Recruitment Client Facing Domain For Your Funnel - Example: https://joinourgroup.com (No slash at end)

You must have a domain that is not pointed anywhere else. If you don't have a domain please purchase one. Please purchase this domain before you load the snapshot.

Already Installed This Snapshot?

Click Here to Access Set-Up Instructions

Medicare T65

Risk Assessment Funnel - Capture all health information to quote/qualify leads with

Call/No Answer Pipeline with A.I Booking bot

CTA Self Book Appointment

SMS/Email Automations to capture ALL information for quick quoting and apps

Client Facing Business Name *

Inbound Number - Twilio/LC Phone Number *

Medicare Client Facing Domain For Your Funnel - Example: https://medicareplans4u.com (No slash at end) *

You must have a domain or a subdomain like "medicare.mydomain.com". If you don't have a domain please purchase one. Please purchase this domain before you load the snapshot. Domain connect instructions are available on the next page.

Already Installed This Snapshot?

Click Here to Access Set-Up Instructions

Mortgage Protection

Sales and Appointment Pipeline

Funnel with Custom Survey

Calendar Booking and Automations

SMS/Email Automations + drip sequences

Client Facing Agency Name *

Mortgage Protection Client Facing Domain For Your Funnel - Example: https://mortgageprotection.com or a subdomain: https://mp.joesinsurance.com (No slash at end)

You must have a domain that is not pointed anywhere else. If you don't have a domain please purchase one. Please purchase this domain before you load the snapshot.

Annuities

Sales and Appointment Pipeline

Funnel with Custom Survey

Calendar Booking and Automations

SMS/Email Automations + drip sequences

Client Facing Agency Name *

Annuities Client Facing Domain For Your Funnel - Example: https://yourannuity.com or a subdomain: https://annuity.joesinsurance.com (No slash at end)

You must have a domain that is not pointed anywhere else. If you don't have a domain please purchase one. Please purchase this domain before you load the snapshot.