Custom Objects for Insurance Policies: A HighLevel Video Guide

TL;DR

HighLevel released a video demonstrating how to set up Custom Objects for managing insurance policies. This guide shows how to create custom objects, configure associations, add custom fields, import data via CSV, and automate communications using Workflows. Agency owners managing clients with insurance policy needs should review the video.

Who this affects

This information is relevant for HighLevel agency owners and SaaS entrepreneurs who manage or plan to manage clients in the insurance industry. It is also for anyone interested in practical applications of HighLevel Custom Objects. HighLevel has not confirmed who is specifically affected by this update, but the video focuses on a specific use case. Anyone not dealing with insurance policies can safely ignore this specific application.

What changed

A video was released demonstrating how to leverage HighLevel's Custom Objects feature for insurance policy management. The video shows several key steps:

• How to create a custom object specifically for insurance policies.
• How to configure associations between these custom policy objects and contacts within HighLevel.
• How to add custom fields to capture specific policy details.
• How to import existing policy data via CSV, streamlining data migration.
• How to automate policy-related communications using HighLevel's Workflows. This includes setting up triggers and actions based on policy data. HighLevel has not confirmed any limits or plan gating associated with Custom Objects or this specific application. Rollout status is unknown as this is a demonstration of an existing feature, not a new feature release. No features are replaced or broken by this demonstration.

Where to find it

HighLevel has not published the exact location for this functionality. However, Custom Objects are typically found within the 'Settings' or 'Sub-Account Settings' area under 'Custom Fields' or a dedicated 'Custom Objects' section. Workflows are found under 'Automation'. Creating custom fields is typically done within the Custom Objects interface. Importing data is generally available from within the Custom Object view or via a dedicated import tool. The specific demonstration is available on HighLevel's YouTube channel.

How agencies will use this

Agencies can use this guidance to onboard insurance agency clients more effectively. For example, an agency could create a 'Policy' Custom Object with fields for 'Policy Number', 'Coverage Type', 'Effective Date', 'Expiration Date', 'Premium Amount', and 'Insurer'. This Policy object would be associated with a 'Contact' (the policyholder). The agency could then import existing policies via CSV, linking each policy to its respective contact. An automation Workflow could be set up to trigger 60 days before the 'Expiration Date' to send an email to the contact, reminding them about policy renewal and prompting them to book a review call on a linked 'Calendar'. A subsequent workflow could trigger 30 days before expiration, assigning a task to an account manager if the client has not yet responded, ensuring proactive client engagement and retention.

Our take

This is a major piece of guidance, not a new feature. HighLevel has not confirmed any new features, limits, or rollout details. The video clarifies a practical application of Custom Objects, demonstrating their utility for specific vertical markets like insurance. This is valuable for agencies looking to specialize or those already serving insurance clients. It shows how existing HighLevel tools can be configured for complex data management and automation. It matters for agencies looking to provide more robust solutions to their insurance sector clients.