Cold email + SMS automation built for insurance prospecting. The exact stack I use to run my own pipelines — packaged up, self-hostable, yours forever.
Everything you need to run cold outreach on FL agents (or for FL agents). No half-finished templates, no "fill in this part later."
Cold prospect, quote follow-up, lost lead winback, post-bind referral, renewal reminder, cross-sell, expired quote, no-show recovery, anniversary check-in, dormant client reactivation.
Pre-written with TCPA-compliant opt-out language. Quote ready, appointment confirm, renewal heads-up, follow-up, referral ask, review request.
Import once, run forever. Reads from a Google Sheet, sends through your SMTP, tracks replies, handles bounces, marks DNCs. Modify it however you want.
IMAP-watching script that auto-classifies replies as positive / negative / OOO / unsubscribe and updates your sheet. Stop chasing dead leads.
TCPA-compliant SMS opt-out language, CAN-SPAM footer template, DNC list management, suppression list importer. Plug it in once.
PDF + Loom video covering n8n install (Docker), SMTP setup (Resend or your own), Google Sheet structure, and first-send checklist. ~45 min to running.
All written for insurance agents, in voice you can ship without editing. Swap your name, your state, your carrier — done.
I was running MarketPulse (FL LLC lead intel) and burning $200/mo on Instantly for cold outreach. Then $400/mo when I added Smartlead for warmup. Then $600/mo when I scaled.
Once I had the n8n workflow dialed in, the SaaS cost dropped to ~$8/mo (a $5 droplet plus Resend's free tier). Same deliverability, more control, every template written for the insurance world specifically.
I'm not selling you a product I haven't shipped. I'm selling you the exact stack I run.
No. This is self-service. The walkthrough PDF and Loom video cover the setup. If you're not comfortable with n8n + SMTP, hand the package to a VA on Upwork (~$50 to install) or stick with Instantly.
No. n8n is no-code. You'll need to paste credentials into 4 fields and import the workflow JSON. If you can set up Zapier, you can run this.
Hosting: $5/mo (DigitalOcean droplet). SMTP: $0-20/mo (Resend free up to 3k/mo, then $20). Total: ~$5-25/mo vs $200+/mo on Instantly.
Yes — the n8n workflow + email + SMS templates work in any state. Federal TCPA opt-out language is built in. State-specific consent requirements (express written consent, recording disclosures) are your responsibility to layer on top.
The templates include CAN-SPAM-compliant footers and TCPA-compliant SMS opt-out language. You're still responsible for your own DNC scrubbing and consent records. I'm not your lawyer.
7-day refund through Gumroad, no questions. After 7 days, all sales final since the files are downloaded and runnable.
No subscription. No platform tax. No agent-of-record agreements. Buy it, download it, run it on your own infrastructure for as long as you want.