GoHighlevel CRM
Setup & Automation Services
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ABOUT US
Set Up to Win: Automate Your Insurance Business From Day One
At Wealth Financial Investing Group, we believe that every successful agency starts with a smart, automated foundation. That’s why the first step in our Agent Success Blueprint is setting up your GoHighLevel (GHL) CRM and automation system the right way—from the beginning. Whether you're just starting out or tired of chasing leads manually, our CRM and automation services help you convert organic traffic into appointments, automate your follow-up, and build trust without ever lifting a finger.
How It Helps You Succeed
Built Specifically for Insurance Agents
This isn’t a generic CRM. It’s preloaded with workflows, funnels, and automations designed for:
Sofia Young
Final Expense Agents
Emma Johnson
Term Life / Mortgage Protection
Ava Thompson
Whole Life & IBC
Liam Carter
IUL Experts
Noah Mitchell
Annuities
ATTENTION: life & health agents
This Service is Perfect For You
New agents starting with $0–$10K/month income
Agents who want to build a real business—not just chase leads
Teams ready to duplicate results using systems
Anyone enrolled in our Bronze Package or Free F100 Community
STILL NOT SURE?
Common Use Cases
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You get leads but forget to follow up
Set up automated texts and reminders
You want to stop doing Cold Calling & manual outreach
Our Lead Generation brings instant warm leads that engage and book their own appointments. Install comment responders and funnels to automate your Facebook, IG, Whatsapp and more.
You want more 50% More reviews
Automate GMB and Facebook review requests and instantly get 50% more reviews
You need a consistent pipeline filled with Booked Appointments
Schedule and manage social media content, Pipelines and Automations then add Paid Advertising to scale
Fill Out The Form To Get Started
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