The Customizer

Set your brand once.

Fill out these 32 fields and they're applied to every Playbook you install — agent name, agency branding, colors, calendars, compliance info. Set it once, never type it again.

Estimated time: 5-7 minutes · All fields can be updated later
1
Agent Identity
7 fields · 3 required

The human in front of your customers. Their name, contact info, and licensure details.

First name is required
Last name is required
Valid email is required
Public-facing email shown to your clients on outbound communications.
Use 2-letter state codes separated by commas.
2
Agency Brand
7 fields · 2 required

Your business identity — the brand customers see in every email, page, and message.

Legal name is required
Full legal name with entity suffix (LLC, Inc., etc.) — used in compliance footers.
Display name is required
The name customers see — usually shorter than the legal name.
Required by CAN-SPAM in email footers. Use a real business address.
PNG with transparent background recommended. Hosted on your website, CDN, or any public URL.
Paste a logo URL above to see a live preview here
If you have an inverted logo for dark backgrounds, paste it here. Otherwise leave blank.
3
Visual Identity
5 fields · all optional

Brand colors and typography that propagate to landing pages, emails, and any visual asset in your Playbooks.

Used for headlines on landing pages and emails. Choose a fallback that's universally available.
4
Compliance & Licensure
4 fields · 1 required

Required compliance content that appears in Medicare, ACA, and other regulated communications. Defaults are provided — customize for your specific situation.

State code is required
2-letter state code where your primary practice is licensed.
Required CMS-approved Medicare disclaimer. Default version is pre-filled when blank — replace [X] and [Y] with your carrier counts.
List of insurance carriers you're appointed with. Used in compliance disclosures.
Link to your privacy policy or do-not-call statement (used in SMS opt-outs).
5
Booking & Calendars
4 fields · 1 required

Calendar URLs your customers will book through. Different LOBs can use the same calendar or have dedicated ones.

Primary calendar URL is required
Default consultation calendar — used when no LOB-specific calendar is set.
Dedicated Medicare AEP calendar. Leave blank to use the primary calendar.
6
Email & Sender Identity
5 fields · 1 required

Email sender info used for outbound campaigns. The sender address must be verified in your sub-account before campaigns can send.

From email is required
Must be a verified sender address in your GHL sub-account.
Display name shown to recipients (e.g., "Sarah at Acme Insurance").
HTML signature appended to outbound emails. Defaults to a simple sign-off if blank.
Use the default merge tag for GHL's auto-generated unsubscribe URLs.
Fill required fields to enable submission

Your brand is set.

We've saved your settings. Every Playbook you install from here on out will automatically use your branding — agent name, agency info, colors, calendars, the works.

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Saved at —
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