Snapshot requests

Request a Snapshot

Expand Alliance CRM into a new vertical. Each snapshot drops a ready-to-run system into your account.

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What's in every snapshot

Each snapshot installs four things.

1Pipeline
A new pipeline to track leads in the requested vertical.
2Main drip automation
A primary campaign to nurture and convert new leads.
3Re-activation campaign
A campaign built to revive older leads already in your database.
4Tags
Clean labels that keep each vertical organized and easy to sort.

Available snapshots

Pick your next vertical.

Term Life

Straightforward coverage for a set number of years: higher benefit, lower premium, ideal for income replacement.

Mortgage Protection

Life insurance structured to cover the mortgage if the homeowner passes away, keeping the family in their home.

Final Expense

Small whole life coverage built to pay for funeral and end-of-life costs, so families are not left with the bill.

IUL

Permanent life insurance with a death benefit plus cash-value growth linked to a market index, subject to product terms.

Annuities

Products that turn savings into a predictable income stream backed by the issuing insurer.

ACA

A health-insurance workflow for Affordable Care Act leads, enrollment follow-up, renewals, and documentation reminders.

Private Health

A private health workflow for quote requests, consult booking, plan-fit follow-up, and ongoing client touches.

When you're ready, click Request a Snapshot and we'll load it into your account within 1 business day. You'll get an email confirmation once it's live.

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