GoHighLevel CRM Setup for Health Insurance Agency (Leads, Automations, Funnels)

We are a growing health insurance agency looking for a skilled GoHighLevel (GHL) expert to help us set up our CRM, lead management system, and automation workflows to streamline client communications, improve follow-ups, and boost conversion rates.

This is a setup project with strong potential for ongoing work.

Project Scope:

1. CRM & Pipeline Setup
• Configure pipelines for leads, clients, renewals, and referrals
• Create custom fields/tags for client data: plan type, lead source, status, renewal date, etc.
• Set up Smart Lists for segmented follow-up
• Import contacts from spreadsheets or previous system

2. Lead Capture & Funnels
• Create (or import) landing pages for:
• Free Quotes
• Medicare Consultations
• Open Enrollment Reminders
• Connect landing pages to CRM with tracking and thank-you pages
• Facebook/Google Ads lead form integration (optional but preferred)

3. Automations
• Instant follow-up workflows (text, email, voicemail)
• Missed-call text back
• Appointment reminder sequences (via SMS/email)
• Renewal and re-engagement sequences
• Post-sale onboarding & thank-you automation

4. Calendars & Appointments
• Set up team calendar(s) with availability blocks
• Sync with Google Calendar and booking system
• Connect to Zoom or other video tools

5. Optional Add-ons (if experienced)
• Stripe payment integration for consultations (optional)
• Reputation management workflows
• Email broadcast/newsletter templates
• White-label mobile app setup

Ideal Candidate:
• Proven experience setting up GoHighLevel for insurance agents or service professionals
• Familiar with lifecycle marketing and lead nurturing in health or Medicare insurance
• Able to build out conversion-focused funnels and simple automations
• Clear communicator with ability to document the system for our team

Timeline:
• Start: ASAP
• Estimated duration: 5–10 business days for initial setup

To Apply:

Please send:
1. A short summary of your GoHighLevel experience (insurance experience = huge plus)
2. Examples of previous setups/funnels (screenshots or live links)
3. Estimated turnaround time and rate
4. Your availability to start this week

We’re looking for someone who understands how to build systems that close leads, not just pretty pages.