Simplified Invoicing for
Insurance Agents

Creating, sending, and tracking client invoices
shouldn't be a full-time job. GoSite lets you simplify
your billing so that you can focus on your customers.

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PAYMENTS

Make It Easy for Clients
to Pay

Managing customer invoices and payments is
convenient with GoSite. You can set up automatic
reminders, click once to text or message a bill, and see
statuses in real-time.

Status Tracking and Automation

Get paid on time with
automatic payment reminders,
and send Invoices via text,
email, or Messenger.
Get real-time notifications as
soon as a client pays.

Send Invoices
Instantly

Schedule appointments and
bill your time by adding your
appointment to an invoice.
Accept upfront deposits and
create instant invoices on the
spot. 

Secure Bank Transfers

Use bank transfers for one-time
payments or set up recurring
invoices with a bank transfer
button.

CONTACT HUB

Robust Contact Hub

In the insurance industry, information is key to any sale. Your
days of using documents or Excel spreadsheets to manage
and monitor your clients are over. GoSite’s Contact Hub lets
you conveniently manage every key detail of your clients
and prospects.

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Grow Your Client Portfolio with GoSite

Win more prospects by providing convenient digital tools

Nurture Leads and Clients
Store all the important information about your leads and clients in one place. GoSite's fully-integrated, easy-to-use CRM lets you organize, analyze, and personalize every customer interaction.
All Your Messages in One Place
Engage with leads in platforms they’re already on — whether that’s SMS, email, social media, and more. Win the trust of insurance clients through customized responses.
Automated Invoicing
Bill all your clients online and send instant, professional invoices via SMS, email, or Messenger. Organize and track invoices using one powerful dashboard.
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MESSENGER

Stay Connected to
Your Clients

When it comes to insurance, people have questions and need
guidance. Consolidating your messages all into one place makes
it easy for you to care for your clients and grow your business.

PAYMENTS

Simply Your Invoices

Have all your billing and financial data online and never lose
another invoice again. Generate professional invoices in just
a few clicks and send them to clients via text, email, or chat
in one click. Make it convenient for clients to pay you.

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REVIEWS

Get More Online Reviews

While you're sending one-click invoices, leverage these simple
digital features to ask your raving customers to give you reviews.
Let your clients be your #1 source for growth.

Frequently Asked Questions

Can I accept payments using my mobile phone?

Yes. Using the free GoSite app you can manually accept credit card payments. All you'll need is your customer's credit card information.

Yes. You can require the customer to pay full or partially before services begin.


Yes, you can add the GoSite Messenger widget to your website by using the Messenger widget code. This will allow you to launch a customizable chat window where customers connect with you.
WE’VE GOT YOU COVERED

Connect Your Business to
the Digital World

Try the #1 digital platform for local businesses.