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I will generate insurance leads and optimize with CRM for leads conversions
Emmanuel O
About this gig
Are you struggling with poor lead management, a disorganized CRM, or insurance prospects who never convert? Need targeted leads, better followups, and a system that helps turn prospects into appointments?
I help insurance agents and agencies set up CRM pipelines, generate targeted prospect lists, organize leads, qualify prospects, and build followup workflows.
Using HubSpot, GoHighLevel, and Make.com, I help streamline your lead management and conversion process, reduce manual tasks, and keep opportunities moving.
WHAT I OFFER
- Insurance CRM setup
- HubSpot & GoHighLevel CRM
- CRM pipeline creation
- Contact management & Organization
- CRM data entry & cleanup
- Lead tagging & segmentation
- Duplicate lead removal
- Insurance Lead
- Insurance prospect research
- Life & Health insurance prospect
- Property and casualty insurance prospect
- Insurance agent and broker prospect lists
- B2B insurance prospect research
- Lead list building and organization
- Contact information research
- Sales pipeline management
- Lead status tracking
- Lead fol-lowup management
- Cold lead reactivation workflows
- Email follow up sequence setup
- SMS fol.lowup workflow setup
- Appointment scheduling
- AI & Workflow Automation
Get to know Emmanuel O
Emmanuel O
CRM AI Automation Consultant
- FromNigeria
- Member sinceOct 2026
- Avg. response time1 hour
Languages
English
I am a CRM & AI Automation Consultant focused on helping insurance businesses improve lead management, qualification, and appointment booking. I specialize in designing automated workflows across HubSpot, GoHighLevel, and Make.com to turn repetitive manual tasks into structured, repeatable systems.
FAQ
Do you provide insurance lead generation services?
Yes. I research targeted insurance prospects based on your preferred insurance niche, location, and ideal customer profile, then organize the available information into a structured lead list.
Can you set up a CRM for my insurance agency?
Yes. I can set up or organize your CRM, including contact fields, lead status tags, sales pipeline stages, and contact records using HubSpot or GoHighLevel.
What types of insurance leads can you help me find?
I can research prospects related to life insurance, health insurance, property and casualty insurance, and other insurance niches, depending on your target market and requirements.
Do you work with HubSpot and GoHighLevel?
Yes. I work with HubSpot and GoHighLevel for CRM setup, lead management, pipeline organization, contact management, and workflow support.
Can you help qualify insurance leads?
Yes. I can configure lead qualification fields, questions, tags, and scoring rules based on your criteria to help your team identify and prioritize suitable prospects.
Can you automate insurance lead follow ups?
Yes. I can help set up follow up workflows, task reminders, and lead notifications using your CRM and Make.com, depending on your plan and available integrations.
Can you import my existing insurance leads into a CRM?
Yes. I can organize and import your existing lead list into HubSpot or GoHighLevel, map the relevant fields, identify duplicate records, and structure your contacts.
Do you provide insurance lead conversion services?
Yes. I help organize your sales pipeline and create structured follow up processes that support lead nurturing and appointment booking. Actual conversion and sales results are not guaranteed.
Can you connect my CRM with Make.com?
Yes. I can configure suitable Make.com integrations to connect supported applications, transfer lead information, and automate selected tasks, subject to your account access and integration requirements.
What do you need to start my insurance lead generation or CRM project?
Please provide your insurance niche, target location, ideal prospect criteria, preferred CRM, and project goals. For CRM setup or automation, relevant access and workflow details may also be required.
