GoHighLevel Stage Gate for an Insurance Team

An insurance advisory team ran their sales pipeline in GoHighLevel, but agents could drag a deal to "Application Submitted" without recording the sold value, policy type or documents. Declined clients had no recontact date. Reports didn't match reality, and nobody could answer "how much critical illness did we sell this quarter?"

A stage gate inside GoHighLevel. Every time a card moves stage, a form that matches that stage pops up:

Application Submitted: sold value (required), term, permanent, disability and critical illness amounts, illustration and needs-analysis uploads, and replacement details

Policy In Force: does an existing policy need cancelling?

Declined / Non-Standard: when to recontact the client, and why

Every other stage: a quick confirmation, so deals don't move by accident

A small script inside GHL opens the form. A secure Node.js backend on Vercel validates the answers, saves them to the opportunity and the contact through GHL's API, reads them back to confirm, and only then moves the card. If anything fails, the card stays where it was. No API keys ever touch the browser.

Also included: recontact tag panels, Sold Value synced to the card value and the contact, file uploads stored in GHL, fields matched by name (no hardcoded IDs), French and English support, and the client's white-label domain.

The pipeline now reflects what was actually sold, so the owner's reports can be trusted.

Stack: GoHighLevel (Custom JS, Private Integration API), Node.js, Vercel, GitHub

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