A dedicated GoHighLevel assistant for insurance agencies, mortgage brokers and accounting firms — quote requests followed up, consultations booked and renewals never missed.
Capture quote requests, track prospects, and automate quote follow-ups and renewal reminders.
A family requests a home and auto bundle quote. Your VA logs it, chases the missing details, follows up after the quote goes out and, a year later, starts the renewal reminder 45 days early.
Nurture borrower inquiries, book consultations, and track prospects through the sales pipeline.
A first-time buyer is ‘six months away’. Your VA keeps them in a helpful nurture sequence, books a consultation when they're ready and tracks them from pre-approval to closing.
Capture client inquiries, book discovery calls, and send recurring service reminders.
Tax season brings a wave of inquiries. Your VA books discovery calls, onboards new clients and sends recurring reminders for monthly documents and quarterly deadlines all year.
Every plan includes 160 hours a month of GoHighLevel support for your insurance & financial services business — month-to-month, no long-term contract.
Best for small agencies or startups managing 1–2 sub-accounts
Starter Plan · 160 hours per month
Subscribe NowBest for growing agencies managing 3–4 sub-accounts
Professional Plan · 160 hours per month
Subscribe NowBest for established agencies managing 5–6 sub-accounts
Growth Partner Plan · 160 hours per month
Subscribe NowNeed more hours or sub-accounts? Get a custom quote
More answers on our FAQ page
Yes. Renewal dates are stored on each contact and reminders go out on a schedule you choose, with follow-up tasks for your team.
No. Your VA handles inquiries, scheduling, follow-ups and reminders. Quotes and advice come from your licensed team.
Yes. HighLevel handles marketing, booking and follow-up, and can connect to many tools via integrations or Zapier — it doesn't replace your specialist platforms.
Your VA works inside your HighLevel account every day — replying to and routing leads, keeping pipelines and calendars clean, building and fixing workflows, and running the follow-ups that usually slip through the cracks.
Every plan includes 160 hours a month (40 hours a week) of dedicated GoHighLevel support, with instant Slack communication. Plans are month-to-month — no long-term contract.
