Scoreboard
Dials, pickups, appointments, presentations, applications, referrals, recruits, goals, pace, and leaderboards.
The IMO operating system
Build the agency. Keep the team connected.
For independent agency owners and IMO leaders who need more than another lead list. Connect agent activity, client cases, licensing and training while keeping each agency's client book separate.
Every software seat is included. No extra monthly software charge per user.
Actual Prism calculation with synthetic example data. Hypothetical assumptions, not a carrier quote.
AGENCY ACCESSAll usersPrism included
NETWORK KEYAgent CodeAuthorized rollup
AllSoftware users included
4Prism tools per user
1Agent Code network
OnlyAuthorized aggregate numbers cross
For organizations that grow through people
One operating view across connected agencies.
An Agent Code acts as the join key between the producer, their upline, and a connected downline agency. Your team can grow into separate businesses without forcing the IMO back into spreadsheets.
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01
Agency owner starts
The base shop runs its leads, policies, recruiting, licensing, training, and reporting in Elite Life CRM.
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02
Every producer gets a code
Agent Code and Upline Agent Code define the reporting relationship instead of relying on names or a manually maintained sheet.
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03
A producer opens an agency
When they are ready, they can launch a separate Elite Life CRM for their organization and keep the authorized Agent Code link.
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04
The numbers still roll up
Prism can show downward team scoreboards and reporting across connected accounts without combining the agencies' client books.
VISIBLE ACROSS THE LINKAgent names and aggregate activity or production totals
STAYS INSIDE EACH CRMClient records, policy details, form answers, and projected commissions
Prism for every user
The CRM tracks the work. Prism makes the agency readable.
Agents work in the same system they already use for leads and clients. Owners get the operating view without asking everyone for a Friday report.
Reporting
Monthly and year-to-date production, premium, points, carrier, product, status, agent, and CSV export.
Forms
Financial review, life, annuity and new-agent intake connected to owned contacts, notes and pipeline opportunities.
Illustration Tools
Review supported carrier illustrations side by side, or use a personal Claude or OpenAI API key to discuss hypothetical scenarios. Each agent reviews the values and assumptions.
Problems this solves
An agency system built around growth, not seat rent.
The tools stay useful when the team is small, when the roster grows, and when the best agents build organizations under you.
Start with a guided rollout: connect your account, define agent ownership and reporting relationships, then configure the workflows your organization needs.
Stop paying software rent on every recruit
Add the agency's users without another monthly software charge for each person. If you select On Point setup, one-time per-user implementation still applies.
Stop chasing production by text
Activity and production live beside the CRM work, giving agents and owners a shared operating picture.
Keep visibility when an agent graduates
A connected downline agency can keep its own CRM while authorized aggregate reporting stays linked through Agent Codes.
Keep each client book separated
The network rollup is numbers only. It does not expose the other agency's client or case-level records.
Run more than a sales pipeline
Sales, policies, recruiting, licensing, training, onboarding, conversations, calendars, automations, and Prism live in one system.
Create a path to the next CRM sale
When a producer is ready for their own agency, refer them to Elite Life CRM and earn on both the initial sale and the recurring CRM subscription.
The agency growth loop
The system grows with the hierarchy.
Bring in the agency
The owner starts one Elite Life CRM, with all software users and Prism access included.
Develop producers
Licensing, training, activity, production, and promotion tracks make progress visible inside the system.
Launch the next agency
A ready producer can purchase their own Elite Life CRM and operate independently with their own users.
Keep the network connected
Agent Codes preserve the authorized upline relationship for aggregate Prism scoreboards and reporting.
The Elite Life affiliate program
Earn once when they launch. Keep earning while they use the CRM.
There is one straightforward affiliate offer for Elite Life CRM. Refer a qualified buyer and earn 20% on the initial sale plus 20% residual commission on their recurring CRM subscription.
Earn on the CRM launch
Receive 20% of the qualifying initial Elite Life CRM sale after the customer's payment is successfully collected.
Join the Elite Life affiliate programKeep earning while they stay
Receive 20% of each qualifying recurring Elite Life CRM subscription payment collected while the referred customer remains active.
Ask about the affiliate programThey get the complete system
The new agency gets Elite Life CRM, Prism, its own users, its own client boundary, and an authorized Agent Code reporting connection to its upline.
See the offerThis affiliate offer applies only to Elite Life CRM. Commissions require an approved affiliate account and are calculated on qualifying CRM revenue actually collected. Taxes, refunds, chargebacks, third-party fees, and unrelated On Point Tech products are excluded. No earnings are guaranteed.
The operating backbone
Four agency pipelines, already connected.
Sales
From new lead to presented application
Eleven stages cover outreach, appointments, illustration requests, second appointments, applications, and the next action.
Policy
From signed to commission paid
Thirteen stages handle underwriting, medicals, records, 1035 exchanges, resubmissions, issue, delivery, and commission status.
Licensing
From applicant to appointed
Track pre-licensing, exams, fingerprints, NIPR, errors and omissions, AML, and carrier appointments without rebuilding a spreadsheet.
Training
From week one to producing agent
See who is progressing, who is stalled, and what promotion track comes next.
Built around your organization
Contract levels are configuration, not custom code.
Use your ladder, your names, and your percentages. Workflows and courses read from the same configuration, so a change happens once instead of being copied into forty automations.
CONFIGURE ONCE
- Contract and promotion levels
- Upline Agent Codes
- Licensing coordinator
- Case manager and commissions contact
- Role-based Prism visibility
Optional add-on
Give every producer a branded lead path.
The Team Landing Page System creates a landing page, booking path, thank-you page, and private forms hub for each producer, with every lead attributed to the right Agent Code in Elite Life CRM.
+$100/ month
Example agent page design. Profile details are illustrative.
One template, every agent
Start the agency system
Give the whole team a CRM today. Keep the network when they grow.
$197 per month, every software seat and Prism included. Add On Point setup for $1,000 plus $25 per user, or choose software only and build it yourself.