I'm an active insurance agent, not a GHL consultant or a software guy.
I built this because I was frustrated with how disconnected everything was
— our dialer, our CRM, our Meta ads, and our actual sales data all lived
in completely separate worlds with no feedback between them.
So I spent the last several months building something for my own agency that
connects all of it. Here's what it actually does:
- Custom lead statuses tied to SMS campaigns that auto-start and auto-stop
based on where the lead is in the pipeline
- Bidirectional sync between lead status and opportunity stage — change one,
the other updates automatically
- Kixie power dialer routing based on lead status thresholds — leads auto-enroll
and auto-remove from dial queues
- AI that reads incoming SMS responses and books appointments directly into
the GHL calendar which would then link to your google or Icloud calendar automatically
- Cross-account pipeline sync to a separate Meta ads GHL account — agent
dispositions update the ads pipeline in real time
- AI that reads agent feedback on dead leads and classifies whether it was
an ads problem or a sales problem, then routes accordingly
- Claude-powered carrier recommendation engine loaded with actual underwriting
guidelines, comp sheets, build charts, and table ratings
- In-contact application form that saves everything to the contact record
including beneficiary and emergency contact, with auto referral outreach
to those contacts
- Referral close data that feeds back to the Meta account as its own signal
- KPI tracker integration tracking premium issued, apps submitted, and chargebacks
Built for MP, FE, IUL, and Medicare.
This is running in my agency right now. I'm not selling anything today —
I'm just genuinely curious if this solves a problem other people have or
if I'm the only one who was frustrated enough to build it.
Drop a comment or DM me if you want to see the full breakdown doc. Happy
to share it.