The CRM Built Specifically for Life Insurance Agents
Powered by GoHighLevel— fully set up for you. Automations, Drip campaigns, Pipelines and A2P done-for-you at no extra cost.
Choose Your Flight PATH
Whether you need leads, automation, or a full growth system, Policy Pilot gives life insurance agents the tools to take off and scale with ease.
Policy pilot CRM
CRM Subaccount
A2P Done For You
Auto Dialer
Mobile App
FOR TEAMS
Unlimited Sub Accounts
Centralized Lead Management
Collaboration Tools
Team Based CRM Customizations
Your Partner in Growth
About us
Policy Pilot CRM was created with one mission: to make life insurance agents more productive by removing the overwhelming tech burden that comes with traditional CRMs.
Built on the power of GoHighLevel, Policy Pilot delivers a fully customized platform designed exclusively for the life insurance industry — without requiring agents to build anything themselves.
From A2P registration to complete automation setup, landing pages, pipelines, and drip campaigns, our team handles every step for you.
So instead of fighting with complicated systems, you can focus on what truly matters: protecting families and growing your business.
Policy Pilot CRM — the easiest, most complete CRM solution for life insurance agents.
Platforms We Integrate With
Zapier
stripe
calendly
Make
PABLY
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Frequently Asked Questions
What makes Policy Pilot different from other CRMs?
You get the full power of GHL, but everything is already built out for life insurance. No templates to build, no tech setup, no confusion — our team configures the entire system for you.
Do you set up A2P for me?
Yes. We handle A2P registration from start to finish, including brand creation, campaign setup, and compliance. No extra fees. Our goal is to get everything approved BEFORE your trial ends.
What’s included in the done-for-you setup?
Every account includes:
• Unlimited Customizations
• A2P registration
• Pipelines and workflows
• Automation setup
• Drip campaigns
• Landing pages/funnels
• Appointment calendars
• Full onboarding
All configured for life insurance sales.
What’s the difference between the Single and Teams plans?
Single: Designed for individual agents who want a fully built, ready-to-use CRM.
Teams: Includes team logins, manager oversight, shared workflows, performance tracking, and centralized lead management. Perfect for agencies.
Do you provide training or support?
Absolutely. You get access to email support, video training, and the ability to book support calls whenever needed.
Do you set up my landing pages and funnels for me?
Yes. Your account includes prebuilt funnels and landing pages designed for life insurance leads — we can help you customize them and provide a free branded domain.
Can I migrate data from another CRM?
Yes. We can help you import contacts, pipelines, tags, and lead lists from most major CRMs.
What does onboarding look like?
After signup, you’ll need to watch our intro video so our team can configure your A2P, numbers, automations, calendar, and pipelines. We will need all your basic information to complete the setup. Everything will be ready, including SMS approval, before your 7 day free trial ends.
What if I need help customizing something?
Our support team is available to assist with edits, updates, or workflow adjustments. You can open a ticket or schedule a support call.
Is there a discount available?
Yes! Currently we are running our Holiday Promotion at $49/month for the entirety of your subscription.
Is there a contract?
No contracts. Billing is month-to-month, and you can cancel anytime by going to billing inside your CRM.
