GoHighLevel For Health Insurance

In this GoHighLevel For Health Insurance article, we’re mosting likely to share our 4 years of real experience, unlike others who just note down the features which are currently discussed on their main web site.

We’re mosting likely to cover what is GoHighLevel, its pros & cons, the reasons why we changed to it, How we utilize it in our daily life, pricing and real snapshots. We hope this actual experience-based HighLevel testimonial will help you to quickly make a decision whether you need to select it or otherwise.

So, Allow’s get involved in it!

What is GoHighLevel?

Before we study exactly how we utilize it, let’s first understand what GoHighLevel is.

It is an all-in-one sales and marketing device to range services and start the journey to build customer relationships. HighLevel has all the tools for capturing more customers, supporting customers, and closing results in development around the world. Therefore, it offers a service to firms who are fighting with the sales and marketing automation process. It also has a CRM device that creates, automates, and manages leads. With this device, it comes to be really easy to handle leads while developing strong customer connections.

Advantages and Disadvantages of GoHighLevel

Pros

Economical pricing
All-one marketing and sales system
Good combo of features
Great client assistance
Deal a 30-day free trial, but our visitor can obtain a 30-day free trial utilizing our unique web link.
Change a range of tools, consisting of sale funnel, evaluate & create builder, email marketing, marketing automation, CRM, product selling, and more.
Create sub-accounts for clients by just paying for one firm account.

Cons

Often HighLevel requires time to tons effectively
A lot of features can confuse brand-new users.
Need to invest quality time learning top-level.

What We Utilized Prior to and Why We Switched to GoHighLevel?

In the preliminary years, our firm didn’t have a CRM tool. We used to do whatever by hand, such as

Our sales department handled calls, leads, sponsorship, and partnerships with Google Sheets and Drive.
Our firm uses Screencastify to tape-record phone calls and Calendly to arrange appointments.
WordPress to develop land web pages, types, and funnels.
Gmail to send manual e-mails and Google Office for recording.

Doing points by hand was not only taking great deals of organization hours but additionally extremely difficult to track and evaluate things. So, as an expanding company, we needed a tool that can aid us with Automation, CRM Monitoring, Marketing, and Tracking.

And, after that ultimately we first spoke with the client; then the prospective partner. They both praised GoHighLevel for being affordable and valuable for marketing firms. After hearing positive responses, we finally decided to try to HighLevel for our firm. After the trial duration, we really felt that this is the ideal tool that we need. So, we end up acquiring the GoHighLevel starter plan ($ 97/month).

Leading factors for selecting HighLevel over other tools

Great Combination of Features

HighLevel is an all-in-one sales and marketing system for automation, data source administration, sales, SMS, voicemail, email blasts, shopping, membership websites, studies, kinds, consultations, and a lot more features. You can additionally produce sub-accounts for your customers and take snapshots of existing sales funnels to export for other marketing campaigns or brand names. So, we found all the features in HighLevel which we require as an expanding marketing agency.

Cost Effective Rate

Regardless of a lengthy listing of features, it is very economical as compared to tools. The thing we like most around HighLevel is that we can develop sub-accounts for clients by simply spending for one company account. So, this makes it extra budget-friendly for firms like us who require to produce sub-accounts for their customers without paying added bucks.

Support GoHighLevel For Health Insurance

One more variable that influenced our decision was GoHighLevel’s assistance. It provides wonderful assistance by admitting to its welcome training course, priority assistance, call, assistance center, Facebook team, events, premium chat solution, YouTube training videos, and announcements.GoHighLevel has worked with our firm to ensure the shift to the tool was smooth. Without an encouraging customer care team, the process would certainly have been far more challenging and would certainly’ve taken a lot longer for our group to discover the program.

How we Use it and How it Can Help You?

Allow’s now go over the GoHighLevel review carefully and discover just how we its features in everyday firm life.

Quickly Capture, Nurture and Close Leads

With High Degree, the lead generation procedure ends up being extremely smooth because there are all the devices within the one system that we require. Allow’s chat briefly regarding it.

Capture New Leads:

GoHighLevel makes it very easy to catch strong leads and helps us to remain arranged with all our jobs. For capturing new leads, we have several choices within the dashboard. You can create Funnels, Landing pages, Studies, Forms, or timetable phones call to capture new leads.

Nurture Introduces Customers

For nurturing, there are numerous features, such as computerized responses, follow-up campaigns, multi-channel campaigns to connect via different gadgets, and two-way communication to build close relationships with clients. Before GoHighLevel, our sales division was trying to find a method to enhance feedback prices and after using its nurturing features, we become able to get strong leads.

Close Even More Offers

Not just does GoHighLevel enable you to build individual connections with clients, yet this tool permits us to conveniently examine results and keep track of leads. As a participant, you can monitor the progress of leads, gather repayments, and will certainly have a review of the campaign. You can also integrate third-party tools right into GoHighLevel, to see more advanced analytics information.

Automate Marketing Tasks with WorkFlows

The largest issue we were dealing with was the hands-on handling of marketing tasks and procedures. The majority of the tasks are recurring, so we utilized to take care of those tasks by hand. And therefore, it takes in great deals of organization hours which we can spend on other points to create more leads. But with HighLevel our issue obtains fixed. So, for automating service processes and tasks, we’re utilizing the GoHighLevel Workflow feature.

Workflow automation is everything about making the flow of job as soon as. And after that, it will be finished immediately without any need for human input. We make use of workflows for multiple objectives, such as automation of guest blogging systems, onboarding new clients, online appointment booking, and a lot more marketing tasks. The following is the workflow automation that we have actually designed for the solar funnel. And this demonstrates how the workflow automation procedure for nurturing the solar leads once we record it.

Set Triggers to Send Internal or Outside Notifications

There are sometimes when we need to send out alerts to our team or customers. Although these tasks are quick, they still need time that could be used somewhere else. So, with GoHighLevel, you can use the triggers feature to send out automated interior or outside notices. There are several triggers available in GoHighLevel, such as birthday reminders, task suggestions, orders submitted, the lead kind sent, or various other sales opportunities.

For e.g., We’re using a lead kind submitted trigger for our Visitor Blogging system. Whenever any type of lead submits a visitor message kind, we have a committed trigger for that. And our team automatically receives a notice that we’ve gotten a new visitor blog post lead. From there, accountable staff member can manage the lead.

Develop Unlimited Sales Funnels

Every service nowadays utilizes sales funnels as a marketing approach. We’re additionally constructing sales funnels for our organization and clients as well. The best feature of HighLevel is you can develop endless sales funnels, unlike other marketing tools. HighLevel comes with an integrated drag-and-drop builder using which we can easily create sales funnel pages. You can either organize your funnel web page on HighLevel or utilize the Leadconnector plugin to install funnel pages to your WordPress site.

You can either organize your funnel page on a highlevel or utilize the Leadconnector plugin to embed funnel web pages to your WordPress website. Also, we can integrate the tracking codes right into sales funnels for gauging outcomes at every phase of the funnel.

On top of that, you can establish workflow and trigger automation to buy funnels to capture, support, and close leads immediately. E.g. Just recently, we built an automated roof sales funnel with GoHighLevel to generate roofing leads making use of YouTube ads. It is a 3-step funnel with a conversational landing page, a form to record the information, and an automated telephone call routine web page. We automated the entire backend process with a highlevel and here is a quick overview of it:

Identifying a lead with a roof covering lead tag,
Inner notifications to our staff member of brand-new leads,
Immediately linked calls,
Round-robin assignments to users if numerous sales reps.
Automated personalized voicemail goes down to much better offer the lead at each and every single action.
Follow-up suggestions to the lead who reserved the call.
Leads that do not Reserve the Onsite Meeting automatically get SMS Sms message to Book and connect if they have more inquiries.
If a Lead does not Schedule after an SMS Text Follow-Up, an automated Email is sent out to a Sales Rep with the Lead’s Name and Telephone number for a Handbook Follow-Up.

Create Surveys, Kinds and Develop Internet Sites

Prior to HighLevel, we were making use of a paid WpForms plugin to develop forms. After acquiring HighLevel, we recreated those types in HighLevel and this aided us to reduce the entire cost of the WpForms Plugin. Currently, we’re not making use of any kind of form builder plugin as we develop every form in a highlevel and then installed it right into our WordPress website or HighLevel sales funnel. Surveys and types can be created and saved in the corresponding survey builder and form builder tabs. Within the survey/form builder tab, there are 3 tabs:.

The builder tab permits you to produce the survey/ type by dragging inquiries onto a landing page. There are conventional concerns and custom inquiries that you can make and they will certainly be conserved within the custom-made areas tab.

The evaluate tab enables you to look at the entries over time.

The entries tab allows you to take a look at the survey/form entries and responses GoHighLevel For Health Insurance.

In addition to this, you can likewise create an entire internet site using HighLevel. Currently, we’re not using this feature, due to the fact that we currently have a WordPress website.

Recently, GoHighLevel added a blog site feature, and utilizing it you can create, edit and release SEO-friendly blog posts right in the HighLevel blog site editor.

Produce Pipelines and Track Lead Opportunities

With the Top-level pipeline feature, we develop different stages for the sales funnel to track the lead standing. For E.g. We have developed a pipeline for our guest blogging sales funnel and defined the different stages for guest message leads through which the lead will certainly undergo as shown listed below.

As soon as the pipe is developed, you can navigate to the possibilities tab to track leads. Firstly, select the desired pipe from the top and then pick the data range. Currently, you can track the condition of each lead and where they remain in the sales funnel procedure. Additionally, you can relocate the lead from one stage to another.

Run Campaigns at No Bonus Expense

The significant piece of money we invest in email marketing software application to construct, run, handle, and track e-mail campaigns. However with HighLevel we likewise eliminated this expense, and we’re not making use of any type of email marketing software. Since we have this feature offered right in the HighLevel dashboard. The very best point is it does not just permit us to run e-mail campaigns however likewise SMS, Messenger, Phone Call, Voicemail, and several other campaigns for marketing. And also, you can also incorporate your HighLevel account with Twilio to make and get phone calls/SMS utilizing common web languages.

Besides this, you can also check the efficiency of every campaign as given listed below.

Automate Appointments Booking

Have you ever before understood just how much time we spend following up with customers to match availability and wrapping up a visit? It takes time. Right?

At DigiMeta, we provide totally free assessment calls to our customers who want taking our solutions. However every time we can not by hand follow up with them to fix the consultation. To do away with this situation, we automated the consultation booking process with HighLevel and calendly. So, what we do is, we have a specialized top-level sales funnel that is incorporated with our CEO’s calendly account and highlevel automation.

Wherever any customer intends to schedule a call with our chief executive officer, they can see our complimentary assessment landing page. From there, they can enter their information and select a time to immediately schedule a cost-free consultation telephone call. In the backend, the lead will certainly be sent out to our HighLevel CRM to handle more procedures automatically. Such as sending out inner notifications to our chief executive officer including phone call timing, lead information, and various other necessary details which our chief executive officer needs prior to joining the appointment telephone call.

Manage, Organize and Evaluate Your CRM Conveniently

HighLevel is a CRM tool that permits you to conveniently manage and arrange your get in touches with. We presently have 19,980 contacts in our database, much of which are segmented with tags.Tags aid us to quickly handle our substantial get in touches with. As an example, for every single roofing lead, we add a roof tag and for visitor blog posts, we add a “visitor blog post” tag to better separate our calls and it likewise assists us to much better engage with our leads.

Managing contact listings independently can take a very long time. Yet you can use the mass activity feature to manage large groups of get in touch with. It allows you to: Merge, Export or import, Delete, Include or eliminate the tag, Send out an email or SMS, Contribute to a campaign, Move in the pipeline.

Offer and Collect Settlements

With GoHighLevel, you can additionally collect payment utilizing invoices or directly sell services, physical or digital products, and obtain settlement by incorporating with third-party settlement entrances.

Produce and Take Care Of Billings

Based upon your requirements, you can develop single or persisting billings for your clients. And easily handle every one of your invoices in a solitary place.

Produce and Market Products

You can create items directly from a top-level control panel whether it is a physical, digital product, or solution, and market these products utilizing sales funnels.

Apart from items, you can likewise produce voucher codes for far better marketing. All you need to do is browse to the coupon tab and produce as per your demands.

Collect Settlements and Track Deals

For accumulating settlement, you can integrate with third-party repayment gateways such as NMI, Autorize.net, Stripe, and Paypal. Within the dashboard, you can likewise create or take care of tax. Analyzing acquisitions and income is most important, so without any third-party tool you can track orders, registrations, and purchases within your HighLevel account.

GoHighLevel Features and Pricing

The adhering to screenshots show what features you will certainly get and just how much these features will cost you if you purchase private devices for that function. The pricing of the high degree is quite affordable as compared to other tools. In addition to that, it comes with a massive checklist of features that make it worth it for companies.

At DigiMeta, we’re utilizing a starter plan which features all the features that we require and it costs us $97/month. If you want a lot more features, after that you can additionally try the unlimited plan, which costs you $297/month. But for starting, we assume the starter plan is an excellent fit.

Is GoHighLevel Well worth it?

Personally, we found GoHighLevel is the perfect all-in-one sales and marketing tool. It is a wonderful combo of pricing and features compared to other competitors such as HubSpot or Salesforce. GoHighLevel not just aided us to conserve countless bucks that we were investing in specific tools. However it additionally saved great deals of company hours with its marketing automation devices.