AI Sales System
Lead in. Appointment booked.
Speed to lead, missed-call text back, reminders, no-show recovery, stale-opportunity sweeps, and optional AI agents configured for your business and calendar.
For independent producers, agencies and IMOs
Your agency grows. The work stays connected.
Give your agents a clear next step and your leaders a shared view. Connect client intake, sales, licensing, training and policy service with Prism presentations and team reporting.
$197 monthly. Every seat included. Setup optional.
Actual Prism calculation with synthetic example data. Hypothetical assumptions, not a carrier quote.
CONNECTED
4 pipelines
One client journey
AUTOMATION
Smart workflows
Follow-up and handoffs
Saleslead through application
Licensingrecruit through ready to write
Trainingprogress and promotion tracks
Serviceunderwriting through policy care
Prismforms, reporting and presentations
The full platform is included
Everything HighLevel gives you. Already connected to the insurance work.
Elite Life CRM includes the HighLevel platform layer, then adds connected insurance pipelines, purpose-built data, smart workflows, and the Prism tools your team actually needs.
CRMConversationsCalendarsWorkflows
WebsitesFunnelsSocial PlannerPayments
ReputationCoursesReportingAI Suite
CRMcontacts, conversations, calendars, and pipelines
Automatefollow-up, reminders, handoffs, and tasks
AIconversation, voice, content and reviews
Adspublishing add-on attached
Inside Elite Life CRM
See the features your team works in every day.
Sales, client records, policy service, and automation stay connected inside the same operating system.
Pipelineclear stages and ownership
Policiesstructured service records
Automationtimely follow-up and handoffs
Sales pipeline
See the stage, owner, activity, value, and next handoff without opening another tool.
Structured policy records
Keep carrier, premium, coverage, and policy status together in one searchable record.
Insurance workflow library
Find your automations in four clear folders: Sales, Client, Licensing, and Training.
Actual CRM screens with fictional demonstration records.
The whole operation
Stop managing six separate businesses.
A lead should not disappear when they become an applicant. A recruit should not wait for somebody to remember the licensing handoff. Every stage is connected to the next one.
Licensing
Recruit to ready to write.
Fourteen stages cover course, exam, fingerprinting, NIPR, E&O, AML, and carrier appointments.
Training
Appointment to producing agent.
Ten visible stages, promotion tracks, contract levels, and team progress without another spreadsheet.
Client and policy
Submitted is not finished.
Follow underwriting, medical records, exchanges and delivery. Count the client opportunity as won when the policy is paid and delivered, then keep servicing the policy.
Insurance tools
Prism, forms, and compliance.
The in-CRM workspace for presentations, production reports, agent activity, and full case intake.
Reporting
See production without chasing people for numbers.
Monthly and year-to-date premium, points, projected commission, personal goals, team activity, and role-scoped views.
Product tour
Watch the client work become a clear next step.
See the current Violet workspace move through activity, production, team reporting, and the forms agents use with clients.
Track activity
Monitor pace
Report production
Run client forms
A narrated tour of Prism Illustration AI, hypothetical comparisons and connected forms in the current violet interface. Demonstration workspace with fictional client and policy examples.
The small features are the system
The gaps that usually become somebody's job.
The platform is valuable because the handoffs, safeguards, and follow-up are already part of the design.
Book Radar
Surfaces conversion windows, orphan policies, beneficiary gaps, premium-mode issues, and review opportunities already sitting in the book.
Consent before send
Channel permission, quiet hours, contact-local time, and do-not-call status are checked before outreach, with an audit record.
Automatic handoffs
Move recruits through Licensing and Training, and clients through underwriting and delivery. A submitted application stays open until the policy is paid and delivered.
Compliance watch
License, continuing education, E&O, and AML dates get escalating warnings before they stop somebody from writing business.
Real policy records
Policies, agents, and related people are structured records. Six beneficiaries do not become six marketing contacts.
Ask the next question
Bring your Claude or OpenAI API key. Review an uploaded policy, discuss hypothetical scenarios and calculate visual comparisons in Prism. Provider usage is billed separately.
Optional add-on
Give every agent a site that already knows where the lead belongs.
The Team Landing Page System turns one approved design into branded pages for the whole downline. Each page carries the agent's identity, booking path, and CRM attribution.
- Agent landing, booking, thank-you, and private forms pages
- Leads assigned and tagged to the correct producer
- One template to update across the entire team
- Public proof blocks render only when real proof exists
+$100/ month for the system
Example agent page design. Profile details are illustrative.
One template every agent
Simple pricing
Rent the living system, or own today's build.
Most flexible
Elite Life CRM
$197/ month, flat
Or $2,127.60 annually, a true 10% discount. Every seat and every core system included.
Start 14 days freeOwn it
Protected snapshot
$5,000one time
The full point-in-time build loaded into your own GoHighLevel account. Later versions are separate upgrades.
Talk about ownershipOptional setup remains $1,000 plus $25 per user, one time. Phone, text, email and AI usage are billed separately under your account's usage pricing.
Ready when your book is
Your CRM should know what happens after the sale.
Start the 14-day trial, or talk through the protected snapshot and the account it will live in.