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.
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Schedule a quick demo to see the full system in action.
Policy Pilot CRM is a fully built, done-for-you system designed specifically for life insurance agents.
During a short live demo, we’ll walk you through the automations, follow-ups, workflows, and lead management—so you can see exactly how everything works before getting started.
No pressure. No tech overwhelm. Just a clear look at how the system is already set up and ready to use.
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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.
