---
title: "The Insurance Agent's HighLevel Migration Checklist (15-Minute Switch)"
description: "Print-ready checklist for insurance agents switching from GoHighLevel to unLocked CRM — everything to do before, during, and after migration."
url: https://unlockedcrm.ai/blog/highlevel-migration-checklist-insurance-agents
canonical: https://unlockedcrm.ai/blog/highlevel-migration-checklist-insurance-agents
category: "competitor-comparisons"
published: 2026-04-10
author: "Jacob Lock"
source: unLocked CRM — AI CRM for insurance agents
---

# The Insurance Agent's HighLevel Migration Checklist (15-Minute Switch)

<h2 data-ai-block="definitive-answer">The Short Answer</h2>
<p>Migrating from GoHighLevel takes 3 phases: <strong>Pre-migration (5 min), Migration (5 min), and Post-migration (5 min)</strong>. This checklist ensures you don't miss anything.</p>

<h2>Pre-Migration Checklist (5 Minutes)</h2>
<ul>
<li>☐ Locate your GoHighLevel API key (Settings → API Keys in GHL)</li>
<li>☐ Review your active workflows — note any that are time-sensitive</li>
<li>☐ Export any GHL funnel/website pages you want to recreate (screenshot or copy text)</li>
<li>☐ Confirm your unLocked CRM account is active</li>
<li>☐ Block 30 minutes on your calendar (you'll finish early)</li>
</ul>

<h2>Migration Checklist (5 Minutes)</h2>
<ul>
<li>☐ Navigate to the <a href="/switch-from-highlevel">HighLevel Migration tool</a> in unLocked CRM</li>
<li>☐ Paste your GHL API key</li>
<li>☐ Wait for account scan (usually 30-60 seconds)</li>
<li>☐ Review your Migration Score</li>
<li>☐ Select data to import (or select all)</li>
<li>☐ Click Import and wait for confirmation</li>
</ul>

<h2>Post-Migration Checklist (5 Minutes)</h2>
<ul>
<li>☐ Verify contact count matches your GHL account</li>
<li>☐ Spot-check 10 contacts for complete data (fields, tags, notes)</li>
<li>☐ Review imported workflows — activate the ones you need</li>
<li>☐ Set up your calling/texting (built into unLocked — no Twilio needed)</li>
<li>☐ Configure email sending domain</li>
<li>☐ Update any external links pointing to GHL forms</li>
<li>☐ Explore insurance-specific features GHL didn't have (quoting, commissions, carrier integrations)</li>
</ul>

<h2>Optional: Run Both Systems for 1 Week</h2>
<p>Your GHL account is untouched during migration. Consider running both systems for a week to build confidence. When you're ready, cancel GHL.</p>

## Related

- https://unlockedcrm.ai/blog/switch-from-highlevel-to-unlocked-crm
- https://unlockedcrm.ai/blog/highlevel-migration-what-transfers

---

Source: [The Insurance Agent's HighLevel Migration Checklist (15-Minute Switch)](https://unlockedcrm.ai/blog/highlevel-migration-checklist-insurance-agents) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/highlevel-migration-checklist-insurance-agents.