Scoreboard
Activity, goals, pace, and team visibility.
Track dials, pickups, presentations, applications, appointments, referrals, and recruits. Set weekly and monthly goals, then see production beside activity.
Included in every Elite Life CRM account
From client conversation to a case your team can move.
Review a household. Compare carrier numbers. Save the intake to the right agent and CRM record. Prism connects the client conversation to the work your agency does next.
Prism is included. Guided setup connects your account, people and process.
Actual Prism calculation with synthetic example data. Hypothetical assumptions, not a carrier quote.
ONE SESSION4 toolsShared identity
01Scoreboard
02Reporting
03Forms
04Illustration Tools
One launcher
Every tool knows who opened it.
Prism runs inside the CRM, uses the signed-in user's identity, and scopes what they can see. Admins see the team. Agents see their own work.
Reporting
Production without the Friday text chase.
Monthly and year-to-date premium, points, projected commission, carrier, product, status, and agent rollups. Commission is always labeled projected.
- Personal and admin views
- CSV export
- Team leaderboard
- CRM-linked client record
Filter production by period, status, product, carrier, and agent, then export the view when needed.
Forms
Full insurance intake, attached to the record.
Financial needs analysis, life intake, annuity intake, and new-agent intake, with conditional fields, repeating people and policies, consent capture, and resumable drafts.
- Full-answer agent PDF
- Answer-free CRM cover sheet
- Contact and opportunity writeback
- Role-scoped submissions
Current authenticated launcher with the four connected intake paths.
Illustration Tools
Compare the numbers. Explain the tradeoffs.
Import supported carrier illustrations, review the mapped values and compare retirement, debt, banking or annuity scenarios with explicit assumptions. Save a private workspace for the next conversation.
- Two to four products side by side
- Guaranteed versus assumed labels
- Present mode and branded report
- Private saved workspaces
Current Prism interface with one synthetic demonstration policy.
Your illustration. Your questions.
Talk through the policy. See the possibilities.
Bring your Claude or OpenAI API key to Prism. Go from a carrier PDF to a source review, a conversation and hypothetical visual comparisons.
The proposal becomes a calculation you can inspect.
The assistant proposed two growth assumptions. Prism calculated each path from the same sample ledger. The chart shows their limits as well as their differences.
Use the figures to ask better questions, then review the source values, fees, taxes and assumptions before presenting.
- 01 / UPLOAD
Read the source
Choose a carrier PDF for your selected workspace. AI extracts the ledger for your review.
- 02 / CHECK
Confirm the values
Check the rows against the carrier document before saving. Missing or uncertain values need your attention.
- 03 / EXPLORE
Ask what changes
Discuss goals and compare hypothetical growth, retirement, debt or banking assumptions using the inputs you have entered.
- 04 / REVIEW
See the calculation
Prism's engines calculate the chart. You review the assumptions and choose whether to use them. The original carrier ledger stays intact.
Your key is encrypted and private to your signed-in Prism account. When you choose an AI action, Prism sends the selected document or chat through its server to your selected provider. API usage is billed by that provider. AI output requires agent review and does not replace a carrier illustration or suitability assessment.
The work behind the presentation
A filled form should move the case forward.
Four intake paths connect the conversation to owned CRM records and the right operating pipeline.
- 01 / CAPTURE
Start with the client
Personal Financial Review, life, annuity and new-agent forms collect the details in one place.
- 02 / OWN
Keep the agent attached
Contacts, intake notes and opportunities carry the responsible agent so follow-up has an owner.
- 03 / PROGRESS
See the next stage
Sales and Client pipelines follow the case. Licensing and Training keep a recruit's progress visible.
- 04 / MEASURE
Report the real outcome
A policy submission is progress. Paid and delivered is the client win. Keep activity and production distinct.
Actual persisted demo records
Four forms. Synced records.
These fictional test clients are saved in the CRM reference workspace. The synced status is visible on each form, so the next person can see what reached the CRM.
Book a guided demo
Product walkthrough
See the work in context.
Scoreboard, Reporting, Forms, and connected records in the current violet workspace.
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.
Details that matter
Built for real agency use, not a product tour.
Three sign-in paths
Silent CRM access, email and password, or Google for an existing account. No shared team password.
Role-scoped data
Tenant and user identity come from the session. An agent cannot ask the URL for somebody else's rows.
Private cloud book
Illustrations and client work follow the agent across devices inside the tenant boundary.
Answer-free cover sheets
Public CRM media links never receive the sensitive form answers. The complete answers stay private.
CRM writeback
Forms create the structured record. Presentations log a summary. Production rows can link to the client.
Bring your own illustration
Prism reads the carrier illustration you already have. It does not sell a carrier database or charge per case.
Prism is included
One CRM account. One secure agent workspace.
$197 per month for Elite Life CRM, every seat included, or $2,127.60 per year with 10% off.