Book of Business Management
Book of Business Management
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Do you need a new way to manage your Book of Business (BoB)? UGP, Coverage Champs & Medicare Champs have a BoB Management solution for you. We offer a customized version of a CRM (Customer Relationship Management) tool called HighLevel. We have capabilities that cater to the novice user, as well as elements that will outfit a seasoned pro.
What is the website / URL for HighLevel?
The website / URL for HighLevel is https://app.gohighlevel.com/.How Do I Get Credentials for HighLevel?
Reach out to your primary Point of Contact for Coverage Champs or UGP and request a Login UserID & Password.How Do I Activate My Account?
Click here for instructions.Go High Level Quick Start Guide
Click here for instructions.
How Do I Share A Calendar Link w/ Clients?
Click here for instructions.Using Tags to Segment Your Book of Business
Click here for instructions.How Do I Make & Access Call Recordings?
Click here for instructions.How Do I Login to HighLevel?
Click here for instructions.How Do I Add a Lead to My Contacts List in HighLevel?
Click here for instructions.
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