Automate insurance agency operations, effortlessly.
Nexus connects your GoHighLevel sub-accounts and runs always-on agents that qualify leads, set appointments, follow up on renewals and respond to quote requests — across every location, 24/7.
One dashboard for every sub-account and every agent.
OAuth integration
Connect a GoHighLevel sub-account in 30 seconds. Nexus stores tokens securely and refreshes them automatically.
Agent configuration
Toggle each agent on or off per location. Tune triggers, channels and quiet hours without touching code.
Activity logging
Every webhook, every action, every skip — captured for audit and reviewable down to the contact.
Webhook support
Real-time GHL events stream into Nexus. Agents fire the instant a contact is created or a quote is requested.
Per-location isolation
Each location's data stays scoped. Your agency owners only ever see what they're meant to see.
Ready-made agents
Lead Qualifier, Appointment Setter, Renewal Reminder, Policy Follow-Up and Quote Responder — built for insurance ops.
Five purpose-built agents your team would otherwise have to hire for.
Lead Qualifier
ContactCreatedGreets every new lead, collects coverage needs and budget, hands off only when the lead is genuinely qualified.
Appointment Setter
AppointmentRequestedReads availability from your calendar, books policy reviews and sends confirmations.
Renewal Reminder
RenewalDateNearNudges clients 60, 30 and 7 days before renewal so policies never lapse silently.
Policy Follow-Up
PolicyBoundAfter binding, confirms documents received, schedules onboarding and resolves common questions.
Quote Responder
QuoteRequestedReplies to quote requests in seconds with carrier comparisons and cited policy details.
Three steps, zero plumbing.
Click 'Connect GoHighLevel'. OAuth flow links every sub-account you have access to.
Choose which agents run per location. Toggle, tune triggers, set channels.
Webhooks pour in. Agents fire. Activity logs every move. You sleep.
Per location. No surprises.
- 1 connected location
- Lead Qualifier + Appointment Setter
- Activity log (7 days)