Built on GoHighLevel
A CRM that knows what a policy is.
Generic CRMs track deals. Life insurance has applications, underwriting decisions, carriers, conversion windows, beneficiaries and contract levels. Elite Life CRM is built around all of it, then puts AI agents on top.
Two products, one system
For a producer
AI Lead Generation
Plus Individual Management and Policy Lens. The leads you already have, found and worked for you: conversion windows closing, orphan policies, beneficiary gaps, annuity surrender periods. Plus a referral engine and an assistant that answers the phone at eleven at night.
For an agency
AI Agency Team Management
Plus Policy Lens. Everything above, plus the machine that runs a team: recruiting, licensing from application to appointed, a training pipeline, contract levels and overrides.
What is actually in it
Not a rebadged sales pipeline with a new logo.
Four pipelines, 48 stages
Sales, Client Policy, Licensing and Training. The policy pipeline knows the difference between pending medical, pending medical records, and a declined case that needs resubmitting.
191 fields, in folders that make sense
Application, household finances, underwriting, restricted data, agent contract, agent licensing. Products, licensing, training and sales on the opportunity.
A real policy record
Policies are their own object, not a note. Beneficiaries and dependants are their own record too, so six beneficiaries do not become six contacts and poison every list you have.
The part nobody else does
Every automation reads consent before it sends. Consent class, how old the relationship is, whether that specific channel is allowed, quiet hours in your contact's timezone rather than yours, and your own do-not-call list which always wins.
Then it writes down what it checked and when. If someone ever complains, you have a record instead of a shrug.