Start

Fourteen days free.

Or buy it outright and own it. Either way setup comes first, so the system has your book to work with on day one. Tell us which one and we will get it scheduled.

Where the build is, honestly. The four pipelines, the 191 fields, the policy records, Policy Lens and the 28 workflow automation library are built and running today. The AI agents, the Reporting System and the Claude and ChatGPT connection are in active build. Early access accounts are set up in order, and you will be told exactly what is live on your account before money moves. Full breakdown on the systems page.

Setup is optional, and we still recommend it. $500 on Individual, $1,000 plus $25 a user on Team. It is us building your calendars and switching on your automations against your numbers, your hours and your team. You can do it yourself, and the risk is not that it breaks loudly, it is that something quietly points at the wrong stage and you find out weeks later.

Elite Life CRM is software for licensed insurance professionals. Texts, emails, phone minutes and AI usage are billed to your account at cost, on top of the subscription. See pricing.