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.
Six systems, one account
Not a rebadged sales pipeline with a new logo. Four pipelines, 48 stages, 191 fields, and an automation library that came with them.
System 01
AI Sales System
Eleven stages with the follow up already written. Speed to lead, missed call text back, appointment reminders, no show recovery, and a concierge that answers at eleven at night.
System 02
Licensing System
Fourteen stages from application to appointed. Course, exam, fingerprints, state application, carrier appointment, and a chase sequence when someone stalls.
System 03
Training System
Ten stages that take a newly licensed agent from onboarding to producing. Everyone sits at a stage, so you can see who is stuck without asking.
System 04
Client System
Thirteen stages of what happens after they say yes. A real policy record, beneficiaries as their own records, underwriting check ins, delivery and service.
System 05
Insurance Tools System
Policy Lens for illustration comparison, guaranteed numbers kept separate from assumed, and a compliance watch on licence, CE, errors and omissions, and AML.
System 06
Reporting System
Pipeline by stage and producer, licensing throughput, training progress, policies issued and placed, and compliance status across everyone at once.
See it work
Two minutes of the real thing.
Policy Lens, the piece that turns a carrier illustration into something a client understands while they are sitting in front of you.
Recorded on the live product. Every figure is the labeled synthetic sample ledger, and no carrier is named.
Bring your own AI
Connect it to Claude or ChatGPT.
Every CRM now ships an assistant you are stuck with. This one has an MCP endpoint, the open standard both Claude and ChatGPT use to connect to outside systems. Point the model you already pay for at your own account and ask it who is stuck in underwriting, or what to say to the eleven people who went quiet.
Claude
Add your CRM as a connector and work in plain English against your real pipeline, policies, conversations and calendar.
ChatGPT
The same endpoint, a different model. If your team already lives in ChatGPT, they do not have to learn a second assistant.
Two editions, and one way to own it
For a producer
Individual, $99 a month
AI Lead Generation, 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.
For an agency
Team, $299 a month
Everything above, plus the machine that runs a team: recruiting, licensing from application to appointed, a training pipeline, contract levels and overrides. Flat price, no monthly per seat charge.
Or buy it once
Own it, $3,000
The protected snapshot of the full Team edition, loaded into your own GoHighLevel account, with no monthly fee to us. You own the version you buy.
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.