Replicable Technology Product
The FieldSalesFlo.ai configuration built for Baird Financial Services becomes a replicable product. Every insurance brokerage that joins your UMA network receives a pre-configured, production-ready technology platform — deployed in minutes, not months.
How It Works
We configure FieldSalesFlo.ai specifically for Baird Financial Services — CRM, pipelines, automations, AI, and compliance workflows.
The entire configuration is captured as a GHL Snapshot — a complete, portable template that includes every setting, workflow, and automation.
When a new broker joins the UMA network, the Snapshot deploys their entire technology platform in minutes. Custom values auto-configure per location.
Market-specific variants (SA, UK, USA, Canada) adapt the Snapshot for local regulations, currencies, and phone numbers — same core, different wrapper.
What's Included
Every module below is pre-configured, tested, and ready to deploy. Broker partners receive the complete stack — not a blank canvas.
Pre-configured contact fields, tags, and custom properties for insurance brokerages. Includes policy type, renewal dates, broker assignment, risk profiles, and compliance status.
Three pre-built pipelines for short-term insurance, life insurance, and investment sales. Each with industry-specific stages from enquiry to onboarding.
Pre-written email templates and automated sequences for the insurance lifecycle. Renewal reminders, welcome sequences, claim support, and cross-sell campaigns.
Pre-approved message templates for WhatsApp Business and SMS. Includes renewal notifications, appointment confirmations, and policy update alerts.
Complete call centre configuration with VoIP setup, call scripts, voicemail drops, and lead routing. Ready for inbound and outbound insurance sales.
Online booking pages for client meetings, annual reviews, and new business consultations. Round-robin distribution across brokers with automated reminders.
Automated review collection after positive client interactions. Google My Business integration with review monitoring and response templates.
Pre-configured dashboards for broker performance, pipeline value, renewal rates, and marketing campaign effectiveness.
Automated workflows that support FSCA compliance requirements. Record of advice triggers, document collection sequences, and audit trail generation.
Pre-configured AI chatbot for insurance enquiries, AI voice agents for renewal calls, and AI email assistant trained on insurance terminology.
Snapshot Portability
Every location-specific detail — phone numbers, review links, API keys, company names — is stored as a GHL Custom Value. When the Snapshot deploys to a new broker, they simply update their custom values and the entire system reconfigures automatically. No code changes. No manual setup.
// GHL Custom Values
{{custom_values.company_name}}
{{custom_values.outbound_number_sa}}
{{custom_values.outbound_number_uk}}
{{custom_values.outbound_number_us}}
{{custom_values.google_review_link}}
{{custom_values.flosynq_api_endpoint}}
// Whitelabel Contact Link
https://{{custom_values.whitelabel_domain}}/v2/location/{{location.id}}/contacts/detail/{{contact.id}}
Global Expansion
The core Snapshot adapts to each market's regulatory requirements, currency, and communication preferences. Same powerful platform, localised for each territory.
| Market | Regulator | Currency | Phone Prefix | Status |
|---|---|---|---|---|
| 🇿🇦South Africa | FSCA | ZAR | +27 | Live |
| 🇬🇧United Kingdom | FCA | GBP | +44 | Q3 2026 |
| 🇺🇸United States | State DOI | USD | +1 | Q4 2026 |
| 🇨🇦Canada | Provincial | CAD | +1 | Q4 2026 |
| 🇪🇺Europe | EIOPA + National | EUR | Various | 2027 |
The UMA Opportunity
When smaller brokers plug into Baird's UMA, they receive the full FieldSalesFlo.ai platform as part of the partnership. This creates a technology moat — broker partners get a system they could never afford independently, and Baird gets sticky, long-term relationships with embedded switching costs.
R 0
Additional Cost Per Broker
Unlimited users included
Minutes
Deployment Time
Snapshot deploys instantly
100%
Configuration Included
CRM, pipelines, AI, automations
Confidential — Prepared for Eddie Baird, Baird Financial Services by Dudley Peacock, FieldSalesFlo.ai