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.
POLICY PILOT CRM
CRM Expert Support
Automations Done For You
A2P Done For You
Auto Dialer
BRAND BUILDER
Optimized Social Profile
Custom Ads
Customized Funnels Built to Convert
Outreach & Follow-up Automations
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.
Products We Work With
Term
mortgage protection
whole life
retirement planning
final expense
iul's
annuities
infinite banking
TESTIMONIALS
What Agents are saying
“The biggest change for me was follow-up. Before this, I had leads coming in but no real system to manage them. Once everything was built out for me, the CRM actually worked the way it’s supposed to. The setup takes some coordination up front, but once it’s live, it runs.”
- Mike Reynolds
“What stood out was how much time I got back. Funnels, automations, ads — all of it was already connected. I didn’t have to guess how things should work together. It’s not instant magic, but having a real system in place changed how I run my business.”
- Jason Carter
“The Brand Builder felt less like a service and more like infrastructure being installed. Social profiles, ads, funnels, follow-up — everything finally pointed in the same direction. It’s not just about leads, it’s about having something stable to grow on.”
- Brian Sullivan
Keeping up with Policy Pilot CRM
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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.
