HK Citadel · Cleveland, Ohio · NPN 21747250
Automation built the way a carrier would demand it.
Free. The 10-System Rules-First Automation Playbook — every pipeline, sequence, and message mapped to CMS, TCPA, and CAN‑SPAM requirements before it ever reaches a client.
Written by a solo agent licensed in ten states — not a technology consultant who has never sold a policy.
The playbook
What the document contains
Thirty pages. No padding. Each system is described the way you would build it — triggers, timing, and the compliance rule it exists to satisfy.
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I.
The ten systems, end to end
Lead intake, Scope of Appointment, nurture, booking, retention, referral, and review — the full architecture of an auditable agent operation on GoHighLevel.
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II.
The Scope of Appointment machine
SOA capture, storage, and retention built to CMS timing rules — the workflow most agents get wrong first.
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III.
The 56-point compliance checklist
Every check the systems are audited against — CMS marketing rules, TCPA consent and revocation, CAN‑SPAM footers and unsubscribe handling.
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IV.
A2P 10DLC registration, walked through
The carrier registration step that blocks most agents from texting at all — walked through step by step.
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V.
Rules-mapped templates throughout
Email and SMS copy written to the rules — consent language, disclaimers where required, and the footer elements regulators look for.
The builder
Underwritten by a working agent
I sell Medicare Advantage, ACA, and life insurance every week under the same rules these systems are built to satisfy. When a workflow in this playbook handles a Scope of Appointment or a consent record, it is because I have to get that right in my own book of business first.
Most automation vendors learned insurance from a template marketplace. I learned automation because the alternative was losing evenings to follow-up that software should have done — and it had to be built without ever putting my license at risk.
Every system here is built inside my own agency first.
Request the playbook
Sent to your inbox, at no cost
First name and email. Nothing else is asked, because nothing else is needed.