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SHAI for Life insurance agents

The pipeline is long and the follow-up is the product.

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How this business runs

The pipeline is long and the follow-up is the product. Almost every policy written this quarter started as a conversation one or two quarters ago that somebody remembered to continue.

The recommended team

8 agents from the roster, in the order this trade needs them.

/ghl-pipeline/ghl-calendar/ghl-email/lead-list-builder/email-outreach/sales-roleplay/sales-call-grader/forecasting

The tasks that will run

Keep the long pipeline warm

every weekday at 7am

Almost every policy written this quarter started as a conversation two quarters ago.

/ghl-pipeline · runs the agent · delivered to dashboard

Chase applications stuck in underwriting

every Monday at 8am

Underwriting drop-off is invisible until somebody looks at it every week.

/ghl-pipeline · runs the agent · delivered to dashboard

Grade last week's calls

every Monday at 9am

The appointment rate moves when the call changes, not when the list does.

/sales-call-grader · runs the agent · delivered to dashboard

Read the pipeline against the target

on the 1st of each month at 9am

A long cycle needs early warning, and a month is about as late as it can be useful.

/forecasting · runs the agent · delivered to dashboard

Every one of these arrives as a proposal you approve or decline. Nothing is scheduled by signing up.

The tools to connect

Go High Level (GHL)

GoHighLevel is where the leads, the pipeline, the calendar and the conversations live. Almost every task below reads or writes it.

Google Calendar

Google Calendar is what SHAI writes to when the booking does not live in the CRM.

LinkedIn official API

LinkedIn is where the professional referral network actually is.

Each one is your own account, connected once. Every tool carries its price and the exact steps.

The first week

  1. Connect the CRM and let SHAI list every conversation older than 60 days with no contact since.
  2. Turn on the pipeline-warming task with drafts held for your review - this is a consent-heavy trade.
  3. Have it grade three recorded calls and tell you what the pattern is.

What to read on a Monday

  • Contact-to-appointment rate — Where a long pipeline either moves or stalls.
  • Appointments held per week — The only input that reliably produces policies.
  • Application-to-issued ratio — Underwriting drop-off is invisible until it is measured.
  • Referrals per client — The cheapest pipeline in the business and the one that needs asking for.

What SHAI will not do in this trade

  • Nothing SHAI writes is insurance advice. Every draft is a draft: a licensed insurance producer reviews and signs it before it reaches a client, and the skill's own disclaimer stays on it.
  • Anything that texts or calls a customer runs on a registered A2P 10DLC brand and campaign with the consent record on file. /ghl-a2p sets that up; SHAI will not send a customer message before it exists.
  • TCPA: no call or text to anyone who has not opted in, nothing outside 8am-9pm in the recipient's own time zone, and an opt-out honoured on the first message it arrives in.
  • Every message SHAI sends to someone who is not the owner says it is an AI assistant acting for the business (master prompt 4.7). It is never presented as a person.
  • SHAI never writes a review, never offers anything in exchange for one, and never posts as a customer. It drafts replies to reviews that already exist, for the owner to send.
  • TCPA and the DNC rules are enforced hard in this industry: written consent before any call or text to a consumer, scrubbing against the national and state registries, and an internal do-not-call list honoured immediately. SHAI will not contact anyone without a consent record on file.
  • No product illustration, rate, guarantee or return figure in any message that is not straight from the carrier's own approved material, and carrier advertising review applies where the carrier requires it.

Every line in this file is a recommendation written from an operator's knowledge of how this trade actually runs, never a promise about a result. Cadences are starting points; the owner changes them. Compliance notes are a reminder to check, not legal advice. Written 2026-09-15.

A playbook is a head start, not a requirement: SHAI works for any business, and a trade that is not on this list gets the same agents and a general plan built the same way.

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