/insurance-lead-hub

Match your columns

We auto-matched most columns. For pipeline, stage, and similar fields — you'll see the actual values from your data and how they'll be mapped. You can override any of them.

Settings & defaults

These apply when the data doesn't already include the info. All values are editable per lead in the review step.

Default offer *required — drives workflows

Auto-detected from Tags when possible. Maps to GHL offer field → drives A1-A6 drips, appointment confirmations, and AI call routing.

Default lead type *required

Auto-overridden per lead when detected from data

Default pipeline stage *required

Auto-overridden per lead when detected from data

AI voice consent default

Pipeline name in GHL

Aged if older than

days

Lead age type *required

Maps to GHL lead_age_type → ElevenLabs outbound call

Default source

Used when source data is empty

Bot name

GHL bot_name for AI calls

Assigned agent

GHL assigned_agent for SMS templates

Average commission by lead type

Pre-filled in the Lead Value field automatically. Edit any amount or adjust per lead in the review step.

🏠 Mortgage Protection

$

⚕️ Final Expense

$

🏥 Medicare

$

❤️ Health Insurance

$

🛡️ General Life Insurance

$

📈 IUL

$

🏦 Infinite Banking

$

📊 Annuities

$

💼 Advanced Markets

$

💰 Tax Savings

$

⬡

Processing Your Leads

Initializing…

0%

Duplicate records found

AI Voice Consent Click → select · Shift+click → range · edit any cell inline

	#	First Name	Last Name	Phone	Email	Lead Type	Offer	Stage	Contact Type	AI Consent	Lead Value	Age	Timezone	DNC

Saves as leads_ready.csv to your Downloads folder

How to import into GoHighLevel

Follow these steps after downloading your file above.

1

📥

Download the file

Click the button above. A file called leads_ready.csv will save to your computer.

2

🔗

Open GoHighLevel → Contacts

Log into your GHL account and click Contacts in the left side menu.

3

⬆️

Click Import

Find the Import or upload button near the top right of the Contacts page and click it.

4

📄

Select your file

Choose leads_ready.csv from your Downloads folder when the file picker opens.

5

✅

Match columns and import

GHL shows your columns — they should auto-match. Click Import and your leads appear within a minute.