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Our Services

Getting You Launched

We don’t just hand you tools—we help you build a business. From legal formation to branded assets, lead integrations to workflow automation, our team is here to assist in every aspect of launching your insurance business.

Phase 1 - Asset Creation

Now we bring all the pieces together. Your domain will be connected to your website, lead funnel, and digital business card. We’ll link your social media accounts, Google Business profile, email, calendar, and call/text numbers to the system. Everything runs through a single platform—giving you a unified inbox and centralized control over all communication channels.

Domain setup for web tools
Social media integration
Google Business connection
Calendar integration
Inbound call routing
Phone numbers *
Lead Company Integration **

* We will complete and submit the A2P Registration for your toll-free number

** We include integration with two (2) lead providers

Phase 2 - Integration

We’ll start by setting up the essential elements of your business. This includes helping you form a legal entity, securing a domain name, and creating your branding—logo, colors, and overall identity. We’ll also set up the core tools you’ll need: your GoHighLevel (GHL) account, business email, and social media profiles. These assets are the foundation of your marketing, credibility, and online presence

Business formation (e.g. LLC)
Domain name registration
Logo and brand identity
Agent headshot/Video
Google Business account
Social Media Accounts
GHL account established

Phase 3 - Final Prep

In this final stage before launch, we’ll help you define workflows for A, B, and C lead types and finalize your automation messaging—text and email templates for both automated and manual use. You’ll receive training on how to use the system and get familiar with key tools like the sales pipeline and reporting dashboard so you can manage your leads and performance with confidence.

Lead workflow planning
Pipeline structure and visibility
Email & text messaging templates
System training
Lead dispositioning
Understanding dashboard & reports

Launch

Everything is now live. Existing leads are loaded, new lead sources are connected, and workflows are running. Messages are going out, responses are being handled, and your system is generating tasks, notifications, and appointments. You’re making and receiving calls, dispositioning leads, and posting to social media from within the platform—using either Insuralaunch’s branded content or your own. As your business evolves, we’ll be here to help with updates and additional services.