I'm Holly. I help health insurance brokers stop losing leads in their inbox.

Everybody Needs a CRM is the follow-up + renewal system I set up for brokers like you. One platform, your brand, live training so it doesn't sit unused.

Book a call with me

How the CRM works

I've spent my career around brokers and small agencies, and the pattern is always the same: the leads are there, but follow-up lives in an inbox, a notepad, and a spreadsheet. Quotes go cold. Renewals sneak up. A missed call never gets a text back.

Everybody Needs a CRM is my white-label build on GoHighLevel, set up for health insurance brokers. Your brand is on the login, the pipelines match how you actually sell (quotes, booked, written, renewal), and the automations handle the follow-up you don't have time for.

The difference is the setup and the training. I don't hand you an empty platform. We load a broker snapshot, tune it to your book, and go live together so it gets used.

What working together looks like

• A 30-minute demo to see how leads reach you today.
• Your broker snapshot loaded: pipelines, calendars, follow-up.
• Live training so your team actually uses it.
• Ongoing support as your book and campaigns grow.

Book a call with Holly