Works with / GoHighLevel
HarborIQ instead of GoHighLevel.
GoHighLevel is good at what it was built for: funnels, texting campaigns and landing pages for any business. It cannot tell a policy from a deal or a carrier from a vendor. If your agency uses it as the client record, HarborIQ is the record that knows insurance, and it costs less than the plan you are on.
GoHighLevel's plans and prices as published on its pricing page, November 2026. Keep it for marketing if that is why you bought it.
What the record looks like when it knows insurance
The inbox, the tasks and the client sit on one record, and the carrier answers sit beside it.
Carrier guides and PDFs
Answers cited to the page
CSR, Client, Carrier win
Your book
Renewals in order
Producer, Owner win
Your inbox
Follow-ups that get done
CSR, Client win
Underwriter contacts and portals
Who writes what, by state
Producer, Carrier win
The email, the task and the client sit on one record, so the follow-up gets sent even when staff change.
- Your documents and data are never used to train AI models
- Every answer shows the carrier page it came from
- Encrypted in transit and at rest
- One price for the whole agency, never per seat
- Export everything, any month, and cancel any month
- Built and run by an agency operator, not a software vendor
Frequently asked questions
Can I keep GoHighLevel for marketing?
Yes. If you run funnels and campaigns in it, keep doing that. HarborIQ is the record your team works from: clients, policies, renewals, tasks, and the carrier answers.
How do I move contacts over?
Export them as a CSV and drop it in. HarborIQ maps the columns and we check the first import with you.
Does HarborIQ do text campaigns?
No. It does the agency record and carrier answers. The follow-up gets sent from the inbox on the client record.