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You get a CRM built for how insurance is sold. No wiring pipelines and texts from scratch.
Built on GoHighLevel. Works with the GHL account you already have.
Results are not the same for everyone. Your results depend on your work, your license and your market. Goals on this site are not promises. See our Earnings Disclaimer.
Our GHL CRM Services set up GoHighLevel for life agents. Wealth Financial Investing Group does the work from Chattanooga, TN. You get pipelines, fast texts, booking and review asks. Each lead is tracked in one place. It can go in a new or old account.
Updated October 22, 2026 · Checked by Travis Pace, founder
Stop losing leads to slow follow-up.
Most lost sales aren't bad leads. No one called them back in time.
Your leads hide in texts, notes and old sheets.
Each lead lands in one pipeline. New, called, booked, sold, delivered.
A lead fills out your form at 9 p.m. You don't see it until morning.
A text and email go out right when they submit.
You play phone tag for days to set one call.
Leads pick a time on your calendar from a link.
People book, then don't show. You never follow up.
Reminders go out before the call. A no-show text starts the talk again.
You sell a policy. You never ask for a review or referral.
Once it's delivered, they get a review and referral ask.
You bought a CRM once and never finished the setup.
The Formula 100 snapshot sets it all up. Your pipelines and texts come ready.
A CRM built for insurance.
Not a plain sales tool. Stages, texts and templates match how you sell.
Insurance pipelines
From new lead to policy delivered. Each stage is tracked. Nothing gets lost.
Instant AI follow-up
Texts and emails reply the second a lead asks. Comments get replies too.
Booking with reminders
Leads book online. Reminders go out before the call. No-shows get a follow-up.
Review and referral asks
After a sale, they get a review and referral ask. It runs on its own.
Missed-call text-back
Can't pick up? The caller gets a text. The lead stays warm.
Product-line templates
Built for final expense, term and whole life. Also mortgage protection, IUL and annuities.
Is this your next step?
This is for me if
- You're new and want a CRM before you buy leads
- Your leads sit in sheets with no follow-up
- You lose calls because you reply too slow
- You have GHL but never finished the build
Not a fit if
- You're not licensed yet
- You want someone to sell policies for you
- You won't use a CRM each day
Live in three simple steps.
No tech skills needed. You answer a few questions. We build from a checklist.
Pick your plan
Pick the 4-week plan or the annual plan. Or pick the Done For You build.
Connect your accounts
The team links your domain, calendar, phone number and forms.
Watch leads move
New leads land in your pipeline. Follow-up runs while you work.
Pick your CRM plan.
You see clear terms before you pay. Each charge shows on the checkout page.
Smart AI Website & CRM
- Insurance pipelines and templates
- Fast text and email follow-up
- Booking, reminders and no-show texts
- Billed 13 times a year
Smart AI Website & CRM, Annual
- Everything in the 4-week plan
- One charge a year, not 13
Smart AI Website, Done For You
- The team builds your website and CRM for you
- One payment, not a subscription
Secure checkout by SamCart. "Every 4 weeks" plans bill 13 times a year. The Refund Policy is linked in the footer.
CRM questions agents ask us
Can I use the GoHighLevel account I already have?
Yes. The Formula 100 snapshot goes into the account you have. You keep your contacts and number. The team checks for clashes first.
Can I bring leads from a sheet or old CRM?
Yes. GoHighLevel takes contacts from a CSV file. Export leads from your sheet or old CRM. Tags and stages can be mapped too.
Do I need to register before my CRM can text?
Yes. U.S. phone carriers need A2P 10DLC sign-up for business texts. The team walks you through it during setup. Texts without it can get blocked.
Can the CRM text leads I bought from a vendor?
Only leads who said yes to that kind of contact. Ask the vendor for proof of consent first. Follow TCPA rules. Your compliance team or lawyer has the final word.
How is this different from the DIY GHL plans?
This service sets up Formula 100 for you. The DIY GHL plans are your own GoHighLevel account. You run it yourself through our partner link. The intro call helps you pick what fits your stage.
Ready for follow-up that never sleeps?
A 15-minute intro call shows which plan fits you today.