The platform underneath Elite

HighLevel is included. And it is loaded.

You are not buying a thin insurance dashboard. The Elite Life CRM subscription includes the current HighLevel platform plan, already connected to the insurance pipelines, workflows, data model and Prism workspace.

Start free for 14 days See every tool

HighLevel supplies the business platform. On Point Tech loads the life insurance operating system on top of it.

29HighLevel SaaS products
64enabled platform tools
1ad publishing add-on
Allseats included

The complete tool set

Run the business without bouncing between subscriptions.

This list comes from the current Elite Life CRM SaaS plan in HighLevel. These tools sit beside the insurance-specific systems shown on the rest of this site.

01

Sales and client management

Keep the relationship, the appointment and the opportunity in the same record.

  • Launchpad
  • Dashboard
  • CRM
  • Contacts and conversations
  • Smart Lists
  • Tags
  • Opportunities
  • Calendars
  • Phone and two-way texting
  • Email system
  • Web chat
  • Custom objects
02

Marketing and follow-up

Write once, follow up on time and keep the next touch tied to the CRM.

  • Email marketing
  • Campaigns
  • Social Planner
  • SMS and email templates
  • Snippets
  • Trigger links
  • Brand Boards
  • Media storage
  • Countdown timers
  • QR codes
03

Automation and AI

Let the system handle repeatable work, then bring a human in where judgment matters.

  • Workflows
  • Triggers
  • Agent Studio
  • AI Studio
  • Ask AI
  • Content AI
  • Conversation AI
  • Voice AI
  • Reviews AI
  • Labs
04

Websites and lead capture

Build the page, collect the lead and put the response into the right follow-up path.

  • Websites
  • Funnels
  • Domains
  • Blogs
  • Form builder
  • Survey builder
  • Webinars
  • Private integrations
05

Payments and paperwork

Send the agreement, collect the payment and keep the transaction with the customer record.

  • Payments
  • Invoices
  • Payment links
  • Proposals and estimates
  • Documents and contracts
  • Stores
  • Affiliate Manager
06

Training and community

Give recruits, agents and clients one place for lessons, access and progress.

  • Client Portal
  • Communities
  • Courses and memberships
  • Certificates
  • Quizzes
  • GoKollab
  • Mobile app
07

Reporting, ads and reputation

See where the lead came from, what the team did and what customers are saying.

  • Call reports
  • Appointment reports
  • Agent reports
  • Attribution reports
  • Custom reports
  • Facebook Ads reports
  • Google Ads reports
  • Audit reports
  • Analytics
  • Reputation management
  • Google Business Profile optimization
  • Review widgets
  • Video testimonials
  • Ad publishing standard add-on

What is included

The subscription carries the platform access.

At $197 monthly or $2,127.60 annually, every seat gets the same Elite Life CRM build and the HighLevel tools listed here.

See pricing

One login

The HighLevel toolbox is already inside.

Elite Life CRM adds the connected insurance process, smart automations, and Prism on top.

Book a callStart free See the insurance systems