Add a vertical.

Your workspace ships with health. A snapshot adds another line of business beside it — the pipeline, the campaigns and the automations, so you are not building a second one from scratch.

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What arrives

What lands in your workspace.

Each snapshot brings its own set, added alongside your existing pipelines rather than replacing them. Anything that overlaps with what you already have gets checked on the way in — that is why installs are done by hand rather than at the press of a button.

A pipeline Its own stages for that vertical, so the two books never get mixed together.
A nurture campaign The main drip that works a new lead from inquiry through to an appointment.
A re-activation campaign For the older leads in that vertical that went quiet before you had a system.
Tags So every contact stays sortable by vertical, source and stage from day one.

Available snapshots

Pick what you want added.

Pick as many as you actually sell — you can come back for more later.

Read the campaigns before you switch them on. Every snapshot arrives with outbound messaging already written, and it goes out over your license and your carrier appointments — not ours. Check the copy against what you are actually appointed to sell and what your state and your carriers allow, and edit anything that does not fit. The snapshot is a starting point, not sign-off.

Private Health

The health book your workspace was built around — its pipeline is the one already running when you log in.

Already installed

ACA

Marketplace plans, with the follow-up timed around open enrollment and special enrollment periods.

Final Expense

Small-face whole life aimed at funeral and end-of-life costs. Simplified underwriting, older applicants, and a sale that usually happens in one sitting.

Veterans FEX

Final expense aimed at veterans and their families, with its own pipeline and campaign set rather than the general one.

Term Life

Coverage for a fixed number of years — the stretch when a family has young children, a mortgage, or one income doing the work.

Mortgage Protection

Term life written with the mortgage in mind — the term and the face amount chosen around the loan, so the payout is there for a family carrying one.

IUL

Indexed universal life — permanent coverage with a cash-value component, and a longer, more consultative sale.

Annuities

Accumulation and income products, with a nurture sequence built for a decision that takes months rather than days.

Ready when you are

Pick the verticals you want and send the request. Installing a snapshot is a manual step on our side, so it isn’t instant — you’ll hear back once it’s in.

Send the request →