Workflows for the full client lifecycle
New lead response, quote follow-up, policy onboarding, review and referral requests, cross-sell, renewals and win-back — the entire lifecycle covered.
Insurance Agency Workflow Automation
Consistent processes are what separate growing agencies from chaotic ones. Workflow automation turns your agency's best practices into processes that run the same way every time.
Sample DashboardDemonstration data — not actual customer results
app.gohighlevel.com — Harborview Insurance
+18.2%
$486,240
Premium Bound (YTD)
+24
312
Policies Written
+9.4%
$219,800
Open Pipeline Value
+6 pts
38%
Close Rate
Sales Pipeline
$219,800 openNew Leads
8Martinez — Home + Auto
$3,150/yrChen — Commercial GL
$12,400/yrQuoted
6Okafor — Life 20yr term
$1,890/yrVega LLC — BOP + WC
$28,700/yrBound
5Patel — Full Bundle
$4,620/yrNguyen — Renters + Auto
$2,240/yrSMS — New Lead
Hi Sarah, this is Harborview Insurance — thanks for your quote request! When works for a quick call?
Tomorrow at 10?
Booked! A calendar invite is on its way.
Automations
Quote follow-up
Running
Renewal outreach
12 scheduled
Review requests
4 sent this week
Avg. premium per policy
$1,558
Cross-sell revenue (QTD)
$41,300
Renewals retained
94%
Task automation for your team
When a human genuinely needs to act, the system creates the task and assigns it to the right producer or CSR automatically.
Consistent by default
Every client gets the same quality of follow-up whether your best CSR or your newest hire is watching the account.
Choose Your Plan
DIY
The complete insurance system, installed into your own GoHighLevel account.
$297one-time purchase
Includes
- Five CRM pipelines
- Full automation workflow library
- Service Center automations
- AI communication agent
- Insurance funnel template
- Conditional intake forms
- Email & text template library
- Reporting dashboard
- Custom values & tag system
- Compliance document templates
- Setup instructions & knowledge base
Most Popular
PRO
Everything in DIY, kept current with new workflows, campaigns and training.
$97per month
Everything in DIY, plus
- Ongoing workflow updates
- New service & growth campaigns as released
- New email, text and funnel templates
- AI agent prompt & script updates
- Training resources
- Support
Agency OS
A complete managed starting point: GoHighLevel account plus the full insurance system.
$197per month
Includes
- GoHighLevel account
- Complete insurance system installed
- All five pipelines & full workflow library
- AI communication agent
- Funnel template & intake forms
- Client Center portal setup
- Reporting dashboard
- Ongoing updates & support