GoHighLevel for insurance agencies
GoHighLevel for insurance agencies, built around the consult
Rob Eason, a HighLevel Certified Admin, and his team plan, build and run GoHighLevel (GHL) for Medicare, life and annuity, and P&C agencies. Our delivered insurance build is a bilingual Medicare one: a pipeline that keeps going once the policy is active, consult booking with reminders, and AI voice and chat in English and Spanish.
Jobs we set up
The agency jobs HighLevel takes off your desk
Each one has its own page with the build laid out.
Bilingual AI receptionist
AI voice and chat that answer in English or Spanish from your approved knowledge base, and pass sensitive cases to your team.
See Bilingual AI receptionistMedicare consultation booking
An intake questionnaire, a calendar that books itself and paired reminders that take a Medicare inquiry to a consult with your agent.
See Medicare consultation bookingWhy it fits
What an insurance agency needs from HighLevel
Taken from the Medicare build we delivered and the rules that shaped it.
The pipeline does not end at the sale. For a bilingual Medicare and retirement agency we built a ten-stage pipeline, and its back half matters as much as its front. After Plan Presentation comes a Cross-Sell Opportunity stage for the other lines the agency writes, then Application in Progress, Application Submitted, Approved/Policy Active and, last, Client Active. A policy going active moves the person to the stage where the agency keeps them, rather than off the board.
Follow-up runs on separate tracks. The same account keeps three kinds of follow-up apart: outreach to people who opted in, a restart for contacts who have gone quiet, and long-term follow-up that never mixes with appointment reminders. Kept apart, a reminder for Thursday's consult never reads like a note meant for someone who went silent months ago.
Staff work from lists, not memory. Custom fields and tags set in the plan feed smart lists, including a Today list of the people who need a call or a reply that day. Nobody has to scroll the whole contact list to find who is next.
Medicare outreach has its own rules. CMS marketing rules for Medicare Advantage allow unsolicited contact by mail, and by email with an opt-out. Unsolicited cold calls, robocalls, text messages and voicemail are not allowed, while contact the person asked for is not unsolicited (42 CFR 422.2264). So texts in HighLevel go to people who asked to hear from you, and we do not build mass texting to a purchased list. Your agency supplies its Medicare disclaimer wording before go-live. This describes rules; it is not legal advice.
Annual enrollment sets the calendar. Medicare's fall Open Enrollment runs October 15 to December 7, per Medicare.gov. Booking, reminders and the AI should be live and checked before it opens, not built while the phones are busiest.
Life, annuity and P&C lines. We have also built for an annuity and life agency, and that work sits with our financial advisor pages. If you write P&C, Rob goes through your lines on the 1:1 and says plainly which parts of this build carry over and which would be new work.
Services used
The setup under an insurance build
Text reminders wait on A2P approval, so we file it early.
A2P 10DLC registration
Brand and campaign registration filed from your IRS EIN letter, and rejected campaigns fixed at the field the rejection code names.
See A2P 10DLC registrationHighLevel AI Employee setup
Chat and voice agents plus the knowledge base behind them, planned word for word and tested before launch.
See AI Employee setupHow a setup runs
From the first call to a working agency account
A 1:1 with Rob
Thirty minutes on your lines, where your leads come from and who answers the phone in which language. If you already run HighLevel, Rob opens the account with you.
A plan you approve
Every message a client will see, every AI prompt and every knowledge-base answer is written out word for word, with your disclaimer where it belongs. Nothing gets built until you sign off.
The build and a QA report
We build what the plan says. At handover your agency gets a QA report with evidence for each part, screenshots included.
Changes with a verdict first
After launch, each change request gets a verdict before work starts: a fix inside what you approved, or new scope.
Questions
What insurance agencies ask us
Do you build for P&C agencies, or only Medicare?
Can we text our purchased lead list from HighLevel?
Who writes our Medicare disclaimer?
When should we start to be ready for annual enrollment?
Do we need to be on HighLevel already?
Who you talk to
Rob Eason
Rob runs HLAI Experts and takes the 1:1 calls himself.
He is a HighLevel Certified Admin with the second-most reviews in HighLevel's Certified Admin Directory worldwide, all of them 5 out of 5.
He won HighLevel's Top New Subaccounts via AI Employee award in its 2025 Summer of AI Awards and taught HighLevel's official masterclass on its AI Employee.
Before HighLevel, he co-owned a 60-employee financial services firm and sold his share.
On the call he looks at your account, not a script.
5/5 across 83 reviews in HighLevel's Certified Admin DirectoryTalk through your agency with Rob
Thirty minutes on your lines, your intake and your languages. You leave knowing what a plan for your agency would cover and where it would start.