START YOUR JOURNEY HERE
Become an Agent
We are glad to hear that you are interested in offering insurance within your Liberty Tax offices, as we know this is a great opportunity for you and not to mention how much your customers will appreciate your multi-service approach. To begin tell us about your licensing status below:
The #1 Automation & Text Messaging Platform For Small Businesses
The first ever platform built to manage a Business's Follow up, two-way texting, pipeline, scheduling, and so much more.
Built for Agencies, By an Agency.
Your End-To-End Funnel Marketing Solution
Build forms and funnel pages to capture leads, user automated sms, email, phone calls, voicemails, and Facebook Messages to nurture leads through custom pipelines, converse with leads & clients via text, phone, and Facebook Messenger (all in one stream!), and more!
Begin Filling Out Your Contracting Profile
This form is intended for you to provide us with enough information to help you get to the next step of the insurance contracting process. Whether you are licensed or you are barely in the process, we will provide with clarity and the next action steps!
What insurance products can I offer?
Medicare Products
The Medicare Annual Enrollment Period—or Medicare AEP for short—occurs during the fall between October 15 and December 7. The AEP is when you can change from Original Medicare (Parts A and B) to Medicare Advantage (MA) and vice versa, add a Medicare Part D Prescription Drug Plan (PDP) to your Original Medicare benefits, or switch from one MA or PDP plan to another.
Build Forms & Landing Pages To Capture Leads
Use our drag-and-drop form and funnel builders to create landing pages that convert traffic to leads that get stored in HighLevel.
Healthcare Products
As a tax professional you are already asking about healthcare coverage and about the 1095-A forms to your customers. Why not also offer your assistance, ensuing your are the best person to calculate their credit based on their filed tax returns!
Convert Leads With Robust Automations
Build custom nurture campaigns that send text messages, emails, voicemails, and even Facebook messages to convert leads automatically.
Life Insurance Products
This line of business allows you to offer an array of products, which is perfect to fit the needs and the budget of any customer!
Converse With Leads & Customers In One Place
Keep track of conversations whether they happen via text message, email, phone calls, or Facebook messages. Two-way text included!
Property & Casualty: Coming Soon
Property insurance and casualty insurance (also known as P&C insurance) are types of coverage that help protect you and the property you own. It is a great way to increase your store traffic year-round!
Build & Manage Your Online Reputation
Send review requests via SMS and email with the push of a button. Monitor and reply to new reviews right within the dashboard.
Complete Advanced Analytics Dashboard
The ability to track the ROI and Leads in a pipeline has become even easier through our advanced Dashboard. Track stats such as appointment rates, campaign effectiveness, and even response rates!
OUR TEAM IS READY TO HELP
"As a business owner, it is always important to know the numbers and statistics in your company. To know your best clients, programs, what is working or not working. Many of us spend years and thousands of dollars on software that we think will help, and spend too much money, time and effort to implement. And if we can’t understand it all, we have to invest/pay another person to understand and implement it all.
As a subscriber to multiple software platforms to keep our businesses at the forefront of the industry, I can truly share this software developed by High Level, makes my job as the CEO a simpler one. Meaning I can see new clients coming in the door from multiple resources, our company follow up, conversions, current client’s information, sales, and special offers in one place."
Christina Nelson