AssureLife Client Scanner

⚙️GHL Connection

API Key

Location ID

Settings → API Keys in GHL. Stored on your device only.

Anthropic API Key

From console.anthropic.com → API Keys. Powers the AI form scanning.

Change PIN (optional)

📋Scan Client Form

📸 Take Photo 🖼️ Upload from Camera Roll

AI is reading the form…

✏️Review Extracted Info

Edit anything before searching GHL. All fields help with accuracy.

Client Info

Full Name

Date of Birth

Phone Number

Policy Info

Insurance Carrier / Company

Product Type

Policy Number

Date Sold

ALP (Annual Premium)

Notes

Form Notes

Additional Notes

Searching GHL contacts…

🔍Confirm Contact

Is this the right client? Review before updating.

GHL Contact

📞 Phone—

✉️ Email—

📍 Location—

🏷️ Tags—

Updating contact in GHL…

🎉All Done!

✅

Next: Make sure your GHL birthday & policy review automations are active so texts fire automatically.