Getting Started · 6 min

Your first-day setup checklist

The five things to complete on day one so your system goes live cleanly.

1
Log into your GoHighLevel account and confirm the insurance system is present in your sub-account.
2
Add your agency name, logo and address under Settings so templates render with your branding.
3
Connect your phone number and verify sending with a test text to your own mobile.
4
Connect your email and calendar so appointment reminders and email automations work.
5
Turn on the lead response workflow first, then enable the rest one at a time over the first week.