HK CITADEL

Free Download for Licensed Insurance Agents

The 10-System Playbook Every Licensed Agent Needs Before They Automate Anything

Built by a solo licensed agent in 10 states — not a tech consultant who's never sold a policy.

This is the exact GHL + Claude AI blueprint I use to run Medicare Advantage, ACA, Life, Mortgage Protection, and 6 more pipelines without touching every lead manually.

Every system is mapped to CMS, TCPA, and CAN-SPAM requirements. You'll know exactly what to automate, what to keep human, and why.

10 done-for-you automation systems — Medicare SOA Machine, ACA SEP Engine, Renewal Retention, and 7 more

CMS, TCPA, and CAN-SPAM guardrails mapped to every system — not an afterthought

The exact custom fields, pipeline tags, and workflow logic I use to run 10 states solo

A2P 10DLC registration walkthrough — competitors charge $150 for this separately

Pre-launch compliance checklist — 56 checks before anything goes live

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Humam Khan · NPN 21747250 · Licensed in 10 states (OH, MI, TX, GA, TN, SC, LA, WA, VA, WV) · Medicare Advantage · ACA/Marketplace · Life & Health