GHL for Insurance Agents

Support

How Can We Help?

Every answer is self-service: searchable guides with step-by-step instructions. No tickets, no waiting, no calls.

Getting Started

Your first hour with the system: what to do, in what order.

Installing Your System

How the system is delivered into your account and how to verify it.

Phone Setup

Connect your agency number and enable missed call text back.

Email Setup

Connect sending domains and inboxes so email automations run.

Pipelines

Understand and adjust the lead, quote and renewal pipelines.

Automations

Turn workflows on and off, and understand what each one does.

Campaigns

Launch cross-sell, review, referral and win-back campaigns.

Customization

Brand the templates and tailor workflows to your agency.

Troubleshooting

Fix the common issues: deliverability, triggers and permissions.

Frequently Asked Questions

Quick answers to the questions every new customer asks.

Still stuck? Email us at support@ghlinsurance.app