GoHighLevel
Also called: HighLevel, GHL, GoHighLevel for insurance
GoHighLevel (HighLevel) is an all-in-one CRM and marketing platform with pipelines, email, texting, calendars, forms and automation workflows, widely used by agencies to run marketing for their clients.
For an insurance agency, GoHighLevel can hold leads and clients, run AEP and T65 campaigns, book appointments and send reminders from one place. Agencies that serve several clients use separate sub-accounts for each.
Out of the box it is a toolkit, not an insurance system. The work is configuring pipelines, fields, consent capture and workflows for how an insurance agency actually sells.
A well-built GoHighLevel account replaces several tools. A poorly built one becomes another place where leads go quiet.
"We moved our Medicare pipeline, texting and appointment reminders into GoHighLevel."
How do I set up GoHighLevel for a Medicare agency?
Build pipelines that match your sales process, add fields for consent, lead source and enrollment dates, register A2P 10DLC for texting, and set up workflows for follow-up and AEP reminders.