AutomationInsurance & Brokerage2026

Broker Bee

A broker-focused digital journey that connects service discovery, prospect enquiries, and organized CRM follow-up.

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2026

Automation experience

Insurance & Brokerage

GoHighLevel

ClientBroker Bee

IndustryInsurance & Brokerage

EngagementFunnel and page design · GoHighLevel CRM configuration · Lead capture automation

Project year2026

✳Broker Bee✳Funnel and page design✳GoHighLevel CRM configuration✳Lead capture automation✳GoHighLevel✳CRM✳Workflow automation✳Insurance & Brokerage✳Automation✳Broker Bee✳Funnel and page design✳GoHighLevel CRM configuration✳Lead capture automation✳GoHighLevel✳CRM✳Workflow automation✳Insurance & Brokerage✳Automation

01The challenge

Finding the right problem to solve.

Prospective clients need a straightforward way to understand brokerage services and start a conversation without losing context along the way.

Context

How Broker Bee entered the market

01 / 02

02The response

Shaped into a product people actually use.

A GoHighLevel experience brings the lead journey together with focused pages, structured capture, and a shared follow-up workflow.

Funnel and page designGoHighLevel CRM configurationLead capture automation

03 GoHighLevel platform

The system behind every conversation.

14 key views presented at their natural proportions, from first impression to the details that make the experience work.

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A screen from the Broker Bee GoHighLevel experience.

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A screen from the Broker Bee GoHighLevel experience.

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A screen from the Broker Bee GoHighLevel experience.

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A screen from the Broker Bee GoHighLevel experience.

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A screen from the Broker Bee GoHighLevel experience.

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A screen from the Broker Bee GoHighLevel experience.

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A screen from the Broker Bee GoHighLevel experience.

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A screen from the Broker Bee GoHighLevel experience.

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A screen from the Broker Bee GoHighLevel experience.

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A screen from the Broker Bee GoHighLevel experience.

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A screen from the Broker Bee GoHighLevel experience.

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A screen from the Broker Bee GoHighLevel experience.

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A screen from the Broker Bee GoHighLevel experience.

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A screen from the Broker Bee GoHighLevel experience.

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A screen from the Broker Bee GoHighLevel experience.

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A screen from the Broker Bee GoHighLevel experience.

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04Project snapshot

At a glance.

3Services included

3Core technologies

14CRM views

2026Project year

01Discover02Design03Develop04Deliver

05Project focus

What this project was designed to make possible.

01

Focused service discovery

02

Structured prospect details

03

Consistent follow-up workflows

Technology stack

GoHighLevelCRMWorkflow automation

Deal Master

Sales & CRM · Automation

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Broker Bee Case Study — Stackivo