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How to Use Tags in GHL to Streamline and Grow Your WFG/TFA Business

Software Features
January 10, 2026•2 min read

How to Use Tags in GHL to Streamline and Grow Your WFG/TFA Business

As a WFG agent or Transamerica-licensed professional, you’re constantly juggling clients, policies, products, and team development. GoHighLevel (GHL) offers a simple but powerful tool to help you stay organized, focused, and compliant: tags.

What Is a Tag?

In GHL, a tag is a keyword or label you attach to a contact to categorize or segment them based on relevant business details. These tags help you:

  • Sort contacts by product interest, licensing status, or carrier

  • Filter your book of business quickly

  • Automate follow-ups

  • Stay organized for compliance and team management

Why Tags Matter for Financial Professionals

Without tags, your CRM can quickly become an unsearchable mess. With tags, you can instantly filter for:

  • Product interests (e.g., “IUL” or “Annuity”)

  • Licensing status (e.g., “Securities Licensed” or “Life Only”)

  • Agent rank or role (e.g., “CFT” or “SMD”)

  • Carrier-specific prospects or clients (e.g., “PacLife,” “Nationwide,” “Transamerica”)

Tags keep your data actionable, whether you're working leads, running reviews, building your team, or prepping for supervision checks.

Examples of Strategic Tags for WFG/TFA Businesses

By Product Type

  • Term

  • IUL

  • Annuity

  • Securities

  • Insurance

By Carrier

  • PacLife

  • Nationwide

  • Transamerica

  • AIG

  • F&G

By Licensing

  • Life Only

  • Securities Licensed

  • TFA Approved

By Role / Rank

  • Licensed Agent

  • SMD

  • CFT

  • New Recruit

By Stage

  • Policy Pending

  • Client Active

  • Lead - Cold

  • Lead - Warm

Questions to Ask When Tagging Contacts

To get the most out of your tagging strategy, ask:

  1. What product or carrier is relevant to this client or lead?

  2. Is this person licensed, and if so, how?

  3. What level or role does this person hold in my team structure?

  4. Does this tag help me group people for reporting, outreach, or compliance?

  5. Could I use this tag to trigger an automation, like a reminder or task?

Best Practices for Tagging in GHL

  • Be consistent: Use agreed naming formats like Carrier_Name or Product_Type.

  • Be clear: Avoid vague tags like "Follow-up Needed" without context.

  • Review monthly: Archive outdated tags and merge duplicates.

  • Automate with purpose: Use tags to trigger compliant automations like “send policy review reminder” or “notify SMD when licensed.”

Bonus Tip: Tags Help You Stay Compliant

Using tags like TFA Approved, Securities Licensed, or Policy Pending can help you document appropriate contact, avoid premature outreach, and stay aligned with Transamerica and FINRA guidelines—especially when paired with audit trails in GHL CRM logs.

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