In this GoHighLevel For Insurance Agents post, we’re going to share our 4 years of genuine experience, unlike others who simply list down the features which are currently discussed on their official web site.
We’re going to cover what is GoHighLevel, its pros & cons, the reasons why we changed to it, How we use it in our daily life, pricing and real snapshots. We wish this actual experience-based HighLevel evaluation will assist you to easily decide whether you ought to choose it or otherwise.
So, Allow’s enter it!
What is GoHighLevel?
Before we dive into exactly how we utilize it, allow’s very first recognize what GoHighLevel is.
It is an all-in-one sales and marketing tool to scale businesses and begin the trip to develop consumer relationships. HighLevel has all the devices for capturing even more customers, nurturing customers, and closing results in development around the world. Therefore, it gives a service to firms who are battling with the sales and marketing automation procedure. It likewise has a CRM device that generates, automates, and handles leads. With this device, it ends up being very simple to handle leads while creating strong client partnerships.
Benefits and Drawbacks of GoHighLevel
Pros
- Inexpensive pricing
- All-one marketing and sales platform
- Nice combo of features
- Terrific customer assistance
- Offer a 30-day free trial, but our visitor can get a 30-day free trial utilizing our unique link.
- Change a range of devices, including sale funnel, survey & create builder, email marketing, marketing automation, CRM, product marketing, and more.
- Produce sub-accounts for clients by simply paying for one firm account.
Cons
- Sometimes HighLevel requires time to tons correctly
- So many features can perplex brand-new users.
- Need to invest high quality time learning top-level.
What We Utilized Before and Why We Switched to GoHighLevel?
In the initial years, our business didn’t have a CRM device. We used to do whatever manually, such as
- Our sales division handled contacts, leads, sponsorship, and collaborations with Google Sheets and Drive.
- Our business uses Screencastify to tape telephone calls and Calendly to set up consultations.
- WordPress to create land web pages, kinds, and funnels.
- Gmail to send manual emails and Google Workspace for recording.
Doing points by hand was not only taking lots of company hours but also extremely hard to track and assess points. So, as an expanding business, we were in need of a device that can assist us with Automation, CRM Monitoring, Marketing, and Tracking.
And, then ultimately we first learnt through the client; after that the potential companion. They both praised GoHighLevel for being budget-friendly and beneficial for marketing firms. After listening to positive comments, we ultimately made a decision to try to HighLevel for our company. After the trial duration, we really felt that this is the appropriate tool that we need. So, we wind up buying the GoHighLevel starter plan ($ 97/month).
Leading factors for selecting HighLevel over other tools
Good Combo of Features
HighLevel is an all-in-one sales and marketing platform for automation, database management, sales, SMS, voicemail, e-mail blasts, ecommerce, membership portals, studies, kinds, visits, and many more features. You can also develop sub-accounts for your clients and take snapshots of existing sales funnels to export for other marketing campaigns or brands. So, we found all the features in HighLevel which we need as a growing marketing firm.
Affordable Cost
Regardless of a long checklist of features, it is extremely budget-friendly as compared to tools. The important things we like most around HighLevel is that we can develop sub-accounts for customers by just spending for one firm account. So, this makes it extra economical for firms like us who require to produce sub-accounts for their customers without paying additional bucks.
Support GoHighLevel For Insurance Agents
One more variable that influenced our decision was GoHighLevel’s assistance. It gives terrific support by admitting to its welcome program, top priority assistance, call, assistance facility, Facebook team, events, costs chat solution, YouTube training videos, and announcements.GoHighLevel has actually worked with our company to see to it the transition to the tool was smooth. Without a supportive customer care group, the procedure would certainly have been far more hard and would’ve taken much longer for our team to find out the program.
How we Utilize it and How it Can Help You?
Allow’s currently review the GoHighLevel evaluation carefully and discover exactly how we its features in daily firm life.
Quickly Capture, Nurture and Close Leads
With High Level, the lead generation procedure comes to be very smooth because there are all the devices within the one system that we need. Allow’s talk briefly about it.
Capture New Leads:
GoHighLevel makes it very easy to capture strong leads and assists us to remain organized with all our jobs. For recording brand-new leads, we have numerous choices within the dashboard. You can create Funnels, Landing pages, Surveys, Kinds, or schedule phones call to record brand-new leads.
Nurture Leads into Clients
For nurturing, there are several features, such as automatic actions, follow-up campaigns, multi-channel campaigns to connect via different tools, and two-way interaction to develop close relationships with customers. Prior to GoHighLevel, our sales department was searching for a way to boost reaction prices and after utilizing its nurturing features, we learn to obtain solid leads.
Close Even More Deals
Not only does GoHighLevel allow you to develop personal relationships with clients, however this device permits us to conveniently assess outcomes and monitor leads. As a participant, you can keep an eye on the development of leads, accumulate payments, and will certainly have a summary of the campaign. You can likewise incorporate third-party devices right into GoHighLevel, to see more advanced analytics information.
Automate Marketing Tasks with WorkFlows
The largest issue we were encountering was the hands-on handling of marketing jobs and processes. The majority of the jobs are recurring, so we used to deal with those tasks by hand. And as a result, it consumes great deals of business hours which we can spend on various other things to generate even more leads. Yet with HighLevel our trouble obtains dealt with. So, for automating company processes and jobs, we’re utilizing the GoHighLevel Workflow feature.
Workflow automation is everything about developing the circulation of job once. And afterwards, it will be completed immediately with no demand for human input. We use workflows for numerous purposes, such as automation of visitor blogging systems, onboarding new clients, on the internet consultation booking, and much more marketing tasks. The following is the workflow automation that we’ve developed for the solar funnel. And this demonstrates how the workflow automation process for supporting the solar leads once we record it.
Establish Triggers to Send Out Inner or External Notices
There are sometimes when we have to send out notifications to our team or clients. Although these tasks are quick, they still need time that could be used somewhere else. So, with GoHighLevel, you can utilize the triggers feature to send automated interior or exterior notifications. There are many triggers available in GoHighLevel, such as birthday pointers, job suggestions, orders sent, the lead type sent, or various other sales possibilities.
For e.g., We’re utilizing a lead form sent trigger for our Guest Blogging system. Whenever any type of lead sends a guest blog post type, we have a specialized trigger for that. And our team instantly obtains a notification that we have actually gotten a new visitor article lead. From there, liable staff member can take care of the lead.
Develop Unlimited Sales Funnels
Every company nowadays uses sales funnels as a marketing method. We’re also building sales funnels for our service and customers also. The best aspect of HighLevel is you can create endless sales funnels, unlike various other marketing tools. HighLevel comes with an integrated drag-and-drop builder making use of which we can quickly create sales funnel web pages. You can either organize your funnel web page on HighLevel or make use of the Leadconnector plugin to install funnel web pages to your WordPress site.
You can either host your funnel web page on a highlevel or make use of the Leadconnector plugin to embed funnel pages to your WordPress website. Additionally, we can incorporate the tracking codes right into sales funnels for gauging outcomes at every stage of the funnel.
On top of that, you can establish workflow and trigger automation up for sale funnels to capture, nurture, and close leads automatically. E.g. Just recently, we built an automated roofing sales funnel with GoHighLevel to create roofing leads using YouTube ads. It is a 3-step funnel with a conversational landing page, a kind to catch the information, and an automated telephone call routine web page. We automated the whole backend procedure with a highlevel and below is a quick summary of it:
- Tagging a lead with a roof covering lead tag,
- Internal alerts to our employee of new leads,
- Automatically connected phone calls,
- Round-robin tasks to individuals if multiple sales reps.
- Automated customized voicemail goes down to far better serve the lead at every single action.
- Follow-up suggestions to the lead who reserved the call.
- Leads that do not Reserve the Onsite Satisfying immediately receive SMS Text Messages to Book and reach out if they have additional concerns.
- 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 Phone Number for a Handbook Follow-Up.
Develop Surveys, Types and Develop Internet Sites
Before HighLevel, we were utilizing a paid WpForms plugin to create types. After buying HighLevel, we recreated those types in HighLevel and this assisted us to cut down the entire expense of the WpForms Plugin. Currently, we’re not using any type of kind builder plugin as we produce every kind in a highlevel and afterwards embed it into our WordPress site or HighLevel sales funnel. Studies and kinds can be developed and saved in the respective study builder and kind builder tabs. Within the survey/form builder tab, there are 3 tabs:.
The builder tab allows you to develop the survey/ type by dragging concerns onto a landing page. There are conventional inquiries and custom-made concerns that you can make and they will be saved within the custom-made fields tab.
The assess tab permits you to consider the entries with time.
The entries tab allows you to look at the survey/form submissions and answers GoHighLevel For Insurance Agents.
Aside from this, you can likewise develop a whole site utilizing HighLevel. As of now, we’re not using this feature, due to the fact that we already have a WordPress website.
Just recently, GoHighLevel included a blog site feature, and utilizing it you can create, edit and publish SEO-friendly article right in the HighLevel blog site editor.
Produce Pipes and Track Lead Opportunities
With the Top-level pipe feature, we develop various stages for the sales funnel to track the lead condition. For E.g. We have actually developed a pipe for our visitor blogging sales funnel and defined the various stages for guest message leads whereby the lead will certainly go through as shown listed below.
As soon as the pipeline is developed, you can navigate to the chances tab to track leads. Firstly, choose the preferred pipeline from the top and then choose the information array. Now, you can track the standing of each lead and where they are in the sales funnel process. Better, you can relocate the lead from one phase to one more.
Run Campaigns at No Bonus Price
The major piece of cash we invest in email marketing software to develop, run, manage, and track email campaigns. However with HighLevel we also removed this expense, and we’re not utilizing any kind of e-mail marketing software program. Since we have this feature available right in the HighLevel dashboard. The best point is it does not just permit us to run email campaigns yet additionally SMS, Carrier, Telephone Call, Voicemail, and numerous various other advocate marketing. Plus, you can likewise integrate your HighLevel account with Twilio to make and get phone calls/SMS using common web languages.
In addition to this, you can likewise inspect the performance of every campaign as offered listed below.
Automate Appointments Booking
Have you ever understood how much time we spend following up with customers to match accessibility and completing a visit? It takes some time. Right?
At DigiMeta, we offer totally free examination contacts us to our clients who want taking our solutions. Yet whenever we can not manually follow up with them to repair the consultation. To eliminate this circumstance, we automated the appointment booking procedure with HighLevel and calendly. So, what we do is, we have a devoted high-level sales funnel that is incorporated with our CEO’s calendly account and highlevel automation.
Wherever any client intends to reserve a phone call with our CEO, they can see our complimentary appointment landing page. From there, they can enter their details and pick a time to immediately book a complimentary examination call. In the backend, the lead will be sent out to our HighLevel CRM to handle further procedures instantly. Such as sending internal notices to our chief executive officer consisting of phone call timing, lead data, and other required info which our CEO needs before signing up with the assessment call.
Manage, Organize and Evaluate Your CRM Quickly
HighLevel is a CRM tool that permits you to easily handle and arrange your calls. We currently have 19,980 calls in our database, many of which are fractional with tags.Tags help us to quickly handle our massive calls. For example, for every roof covering lead, we include a roofing tag and for guest messages, we include a “guest post” tag to much better separate our get in touches with and it likewise helps us to far better involve with our leads.
Taking care of contact listings independently can take a long time. But you can use the bulk activity feature to handle large teams of get in touch with. It allows you to: Combine, Export or import, Erase, Add or remove the tag, Send out an email or SMS, Contribute to a campaign, Relocate the pipe.
Market and Gather Payments
With GoHighLevel, you can likewise gather repayment making use of invoices or directly market services, physical or digital items, and obtain repayment by incorporating with third-party repayment gateways.
Produce and Handle Billings
Based upon your needs, you can develop single or repeating invoices for your customers. And conveniently manage all of your invoices in a single place.
Create and Sell Products
You can produce items directly from a top-level control panel whether it is a physical, digital item, or solution, and offer these products using sales funnels.
Besides products, you can additionally develop coupon codes for better marketing. All you require to do is browse to the voucher tab and create according to your needs.
Gather Settlements and Track Deals
For collecting settlement, you can incorporate with third-party repayment entrances such as NMI, Autorize.net, Stripe, and Paypal. Within the control panel, you can also develop or deal with tax. Examining acquisitions and income is crucial, so without any third-party tool you can track orders, memberships, and transactions within your HighLevel account.
GoHighLevel Features and Pricing
The complying with screenshots reveal what features you will get and how much these features will certainly cost you if you buy private tools for that function. The pricing of the high level is fairly economical as compared to various other devices. In addition to that, it includes a huge listing of features that make it worth it for firms.
At DigiMeta, we’re using a starter plan which comes with all the features that we require and it costs us $97/month. If you want more features, then you can also attempt the unlimited plan, which costs you $297/month. But for beginning, we believe the starter plan is a great fit.
Is GoHighLevel Worth it?
Personally, we located GoHighLevel is the best all-in-one sales and marketing tool. It is a great combo of pricing and features compared to various other rivals such as HubSpot or Salesforce. GoHighLevel not only aided us to save countless dollars that we were spending on individual devices. But it additionally conserved lots of business hours with its marketing automation tools.