Automation Hub
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Social Media
Email Follow-Up
Admin Tasks
Platform
Facebook Instagram LinkedIn Twitter/X TikTok
Topic
Whole Life Insurance & IBC
Term vs Whole Life Insurance
Tax preparation tips
Immigration Forms Filing services
Business Filing / LLC formation
Life insurance as a retirement strategy
Health insurance open enrollment
Property & Casualty insurance basics
Hurricane season insurance prep (Florida)
Common tax deductions small business owners miss
Infinite Banking Concept explained simply
Estate planning & life insurance
Immigration document checklist tips
Client testimonial / success story
Meet the agent / behind-the-scenes
Seasonal greeting / holiday post
General financial protection tips
Tone
Educational
Urgent / CTA
Community Warmth
Professional
Conversational
Inspirational
Empathetic
Bold / Confident
Language
English Haitian Creole Spanish English + Haitian Creole English + Spanish
Extra notes (optional)
✦ Generate Post
Send to Social Publishing
Copy
Anything generated here can go straight into the Social Publishing Center as a draft awaiting your review — nothing publishes until you approve it there.
Service Line
Auto Insurance
Homeowners Insurance
Renters Insurance
Condo Insurance
Mobile / Manufactured Home
Landlord / Dwelling Fire
Flood Insurance
Umbrella / Excess Liability
Motorcycle Insurance
Boat / Watercraft
RV / Motorhome
Golf Cart Insurance
Commercial Auto
General Liability
Business Owners Policy (BOP)
Commercial Property
Workers Compensation
Professional Liability (E&O)
Surety / Bonds
P&C Insurance (general)
Term Life Insurance
Whole Life Insurance
Indexed Universal Life (IUL)
Final Expense
Health Insurance (ACA)
Medicare Advantage
Medicare Supplement
Dental & Vision
Annuities
Individual Tax Preparation
Self-Employed / 1099 Return
Business Tax Return
Prior-Year / Amended Return
ITIN Application
Tax Planning
Family Petition (I-130)
Adjustment of Status (I-485)
Work Permit (I-765)
Travel Document (I-131)
Naturalization (N-400)
Green Card Renewal (I-90)
Affidavit of Support (I-864)
Immigration Forms Filing (general)
LLC Formation
Corporation Formation
EIN Application
Annual Report Filing
Registered Agent
DBA / Fictitious Name
Business Filing (general)
Infinite Banking Concept (IBC)
Notary
Scenario
After Quote Sent
After Consultation
No Response – 2nd Attempt
No Response – Final Attempt
Policy Issued – Welcome
Tax Season Reminder
Immigration Status Check
Document Missing / Needed
Renewal Reminder
Referral Thank You
Annual Check-In
Re-Engagement (Past Client)
Additional details (optional)
✦ Generate Email
Select a Task
📊
Weekly Summary
Week recap & next steps
✅
Onboarding Checklist
New client setup steps
📅
7-Day Content Plan
Weekly social schedule
🤝
Referral Script
SMS + verbal scripts
📈
Monthly Business Review
Revenue, leads & goals
📞
Follow-Up Tracker
Client contact list
🔒
Compliance Checklist
Deadlines & renewals
🚀
New Service Launch Plan
Announcement rollout
Platform(s) to include
Facebook Instagram LinkedIn Twitter/X TikTok
Context / specifics (optional)
✦ Generate
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