EXTREME Automation: How I'm Dominating the Insurance Industry with HighLevel!

Join the Insurance Agents Network FREE: https://agentsnetwork.app.clientclub.net/ or, If you want to join my team or, get more information, fill out the waitlist request: https://www.cognitoforms.com/ThinkInsuranceGuide/AgencyWaitListMarkFlockhart ------------------------------------- WATCH MORE RELATED CONTENT: Webforms I use to get 431 leads/mo: https://youtu.be/bRRHWzjSVFk How much agents make: https://youtu.be/gGd3Gl49IDk How to Grow Your Agency in 2025: https://youtu.be/WzYtAl3xOCU The Ultimate Guide to Insurance Networks: https://youtu.be/4S-sH6m7hzw ------------------------------------- RESOURCES: You can get up to date resources, documents, forms, equipment recommendations in the community: https://agentsnetwork.app.clientclub.net/ Chapters: 00:00 04:16 Automation Workflow 05:49 Create a Template 09:11 Create a Task 10:28 Conditional Paths IF/Else 12:00 Move/Copy Actions 12:57 Professional email templates 15:34 Trigger Link 17:35 Social Planner 18:28 Reports 19:20 Agent Reporting 19:58 Phone System 22:58 User Permissions 24:53 User Experience 25:47 Opportunity Pipeline 29:04 Sites, Reputation and Funnels 33:38 Customer Forms 35:13 Affiliate for You 37:02 Create Companies 38:01 My plan for GHL