Once your portfolio analysis surfaces the opportunities, the campaign add-on turns them into outreach — personalized, agent-approved, and executed on a pure performance fee. No retainer. No monthly cost. We close, you pay. Otherwise, you don't.
RevEngine already knows who in your book has a gap. The campaign add-on picks up from there.
The campaign add-on is a complete execution layer — not a list of tools you have to connect yourself.
The fee applies only to policies confirmed as bound through the campaign. Everything else costs nothing.
Attribution is a fair accounting question — the only way a performance model works is if both sides trust how closes are counted. RevEngine uses a first-touch window attribution model: a policy bind is attributed to the campaign if the policyholder was contacted by the campaign and the policy was bound within the attribution window.
The default attribution window is 90 days from first campaign contact. Any policy in an attributable line bound by the same agent within that window counts as a campaign result. The bind must be confirmed by carrier commission statement — not just quoted or in progress.
Policies already in your pipeline before campaign launch are excluded. If your agent was already working a deal when the campaign launched, RevEngine will not retroactively attribute that close to the campaign.
Attribution reports are generated monthly and reconciled against carrier commission statements. Disputed attributions go through a simple review process — you can flag any line item and we'll resolve it together before the fee invoice is issued.
Based on early access results from a mid-size insurance agency with a diversified Medicare, Life, and Annuity book.
Yes. The campaign add-on requires a Professional plan subscription ($499/mo) or above. The Professional plan is what gives RevEngine the opportunity scoring, coverage gap analysis, and agent routing data that campaigns are built on. Cross-sell and retention campaigns are not available on the Essentials plan.
RevEngine generates the initial copy based on the opportunity type, product, and policyholder profile. You review and approve it before anything goes out. Your agency can edit any message in the sequence — most agencies make minor adjustments to match their voice. RevEngine's copy is written specifically for insurance outreach; it's not generic marketing language.
Pre-existing pipeline is excluded. Before campaign launch, you can designate specific policyholders as "in progress" in RevEngine — or mark them directly in GoHighLevel with a stage that RevEngine respects. Any policy that was already in an active quote stage at campaign launch will not be attributed even if the bind happens within the 90-day window.
Campaigns run through GoHighLevel using your sub-account — so all outreach comes from your agency's phone number and email domain, not RevEngine's. Sequences include email, SMS, and call prompts for agents. You can configure which channels are active per campaign. RevEngine never sends outreach from its own infrastructure on your behalf.
Monthly, based on confirmed binds in the prior period. RevEngine reconciles campaign-attributed binds against your carrier commission statements and generates a fee report. You review and approve the report, then the invoice is issued. Disputed line items are handled before invoicing — not after. Payment terms are net-15.
Yes. Campaigns can be scoped to specific agents, geographic regions, product lines, or opportunity types. A common starting point is a pilot with your top 5 agents — enough to validate results before rolling out to the full book. There's no minimum campaign size, though smaller audiences typically produce fewer attributable binds.
Compliance is your responsibility — RevEngine does not provide legal or compliance advice. Campaign outreach runs through your GoHighLevel account under your agency's license, so the same rules that govern your existing outreach apply. You can configure opt-out handling, frequency caps, and suppression lists in the campaign settings before launch. We recommend reviewing state-specific solicitation rules with your compliance team before enabling outbound campaigns.
Book a working session with the RevEngine team. Bring a CSV export of your policy data and we'll run a live analysis of your book — cross-sell opportunities, coverage gaps, and agent scorecard — then walk through what a campaign against your specific book would look like.
30-minute call · No commitment · We'll analyze your actual book on the call