In this video, Evan explains how webhooks function, enabling the transfer of data from contracts to destinations such as CRMs using GoHighLevel.
He demonstrates the process of setting up webhooks, selecting the data to send, and discusses the cost implications based on data volume.
{
“Missing Renewal”: “No”,
“Renewal went missing in”: “”,
“Agent Name”: “Joe Shmoe”,
“Carrier”: “Brand New Day”,
“Agent ID”: “”,
“Agent NPN”: “123456789”,
“Statement Date”: “”,
“Payment Period”: “7/1/2024”,
“Client Full Name”: “John Smith”,
“Client First Name”: “John”,
“Client Middle Name/Initial”: “”,
“Client Last name”: “Smith”,
“Carrier Member ID”: “1649288”,
“Policy Number”: “”,
“Effective Date”: “6/1/2023”,
“Prior Plan?”: “”,
“Termination Date”: “”,
“Termination Reason”: “”,
“Line”: “”,
“Sub-line”: “”,
“Plan Type”: “”,
“Plan”: “”,
“Contract”: “”,
“PBP”: “”,
“Member State”: “”,
“Member County”: “”,
“Premium”: “”,
“Agent Split”: “”,
“Comp Rate”: “”,
“Lives”: “”,
“Commission”: “31.75”,
“Expected Comm”: “20”,
“Reconcile”: “11.75”,
“Commission Action”: “Continuous Enrollment”,
“Statement link”: “BND 202407 Independent Commission Statement19492628”,
“Classification”: “Renewal”,
“Agent Comp Plan”: “”,
“Agent Payroll”: “”,
“Apply Payroll To”: “Uplines”,
“Upline 1 Name”: “EFG”,
“Upline 1 Comp Plan”: “Gold”,
“Upline 1 Payroll”: “500”,
“Upline 2 Name”: “IFG”,
“Upline 2 Comp Plan”: “Gold”,
“Upline 2 Payroll”: “500”,
“Upline 3 Name”: “ABC”,
“Upline 3 Comp Plan”: “Gold”,
“Upline 3 Payroll”: “500”,
“Upline 4 Name”: “XYZ”,
“Upline 4 Comp Plan”: “Gold”,
“Upline 4 Payroll”: “500”,
“Upline 5 Name”: “Pelligrini”,
“Upline 5 Comp Plan”: “Gold”,
“Upline 5 Payroll”: “500”,
“Your Spread”: “-2468.25”
