Add the agent
Name, contact details, license display, booking calendar, approved proof, and brand choice go into one record.
Optional product add-on
One site system for the whole downline.
Give every producer a branded landing page, booking path, thank-you page, and private intake forms without building a new funnel every time somebody joins.
+$100/ month
Example agent page design. Profile details are illustrative.
Elite Life page concept
How it works
The agent changes. The system does not.
Each page is generated from structured agent data, so scaling from five producers to fifty is a roster update, not fifty web projects.
Generate the page set
The system creates the public landing page, booking path, thank-you page, and agent-only forms hub.
Route every lead correctly
The lead reaches the CRM with the agent tag, assignment, source, consent note, and follow-up path already attached.
Built as a system
What the add-on includes.
It is not a folder of cloned funnels. One shared product controls the experience, attribution, and updates.
Branded landing page
Agent identity, approved services, booking action, and compliance language in a mobile-first template.
Dedicated booking path
The right calendar opens for the right producer, with a thank-you page that sets the next expectation.
Private agent forms
Financial needs analysis, life intake, annuity intake, and new-agent intake stay scoped to the producer.
Lead attribution
Assignment and agent tags land with the contact, so follow-up and reporting never have to guess ownership.
No fabricated proof
Reviews, credentials, and results render only when real agent-level evidence exists in the record.
One update everywhere
Change the shared template once and the entire team's page system moves together.
The old way
Clone a funnel and inherit a maintenance problem.
- Every agent page drifts into its own version
- Old calendars and phone numbers survive the clone
- Lead attribution breaks quietly
- Compliance updates become a page-by-page search
- Proof gets copied to people it does not belong to
The system way
One template, agent-level data.
- One source of truth for the page structure
- Each agent owns their identity and booking path
- Every lead enters Elite Life CRM with provenance
- Compliance language updates across the system
- Adding agent number 200 is still one record
Pricing
$297 a month with Elite Life CRM.
The base system remains $197 per month. Add the Team Landing Page System for $100 per month. Every CRM seat is still included, and the landing-page add-on is sold to the account, not per agent.
The add-on is for a team with a downline. A solo producer can use Elite Life CRM without paying for a page generator they do not need.