The living system14 days free
Elite Life CRM
One producer or a whole agency. Same build, same price.
$197/ month, flat
Billed monthly. Cancel according to your subscription terms.
$177.30/month equivalent
You save $236.40 each year.
- Every seat included, no monthly per-user charge
- HighLevel included, 29 products and 64 enabled tools
- All six systems, sales through reporting
- Prism, all four in-CRM tools
- Four pipelines with 48 insurance stages
- Insurance workflow library, activated safely per account
- Four native forms connected to the data model
- Book Radar and referral relationship tools
- Compliance watch for license, CE, E&O, and AML
- Prism Illustration AI with your Claude or OpenAI API key; provider usage billed separately
- HighLevel MCP connectivity subject to supported client and granted permissions
- Updates included while the subscription stays active
With setup: $1,000 is charged today. The $25/user implementation charge is confirmed separately. Your subscription still starts after the 14-day trial.
Own itPoint in time
Protected snapshot
The full system, loaded into your own GoHighLevel account.
$5,000one time
Setup is available separately and quoted for your account.
- The same full build, all six systems
- Your own GoHighLevel account, not a rented sub-account from us
- No monthly software fee to On Point Tech
- All four pipelines, Prism, forms, data model, and workflow library
- Protected delivery, it cannot be copied out and resold
- Point in time, later system versions are separately priced upgrades
- No free trial because there is nothing to cancel
Talk through the snapshot
Insurance CRMSix connected systems
Prism workspaceForms, reports, and presentations
AutomationFollow-up and handoffs
Every plan is built around the same feature set. Choose the subscription for ongoing updates or the snapshot for a point-in-time copy in your own account.
Buying for an agency?
One price for the agency. A system that can create the next agency.
Every software user gets Elite Life CRM and Prism. When a producer grows into their own agency, Agent Codes can keep authorized aggregate scoreboards and reporting connected to the upline.
All usersNo monthly software seat fee
PrismFour tools for every user
Agent CodesConnected downline rollups
20% + 20%Initial sale plus CRM residual