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What is LIT-AMS?

LIT-AMS is a post-sale operating system for independent insurance agents, agencies, and enterprise networks.

Is LIT-AMS a CRM?

LIT-AMS is a post-sale operations platform that works alongside your CRM. Your CRM or lead source can handle front-end activity, while LIT-AMS tracks sales lifecycle, statements, commissions, chargebacks, payroll visibility, training, and follow-up operations.

Who is LIT-AMS built for?

It is built for individual insurance agents, licensed agents with staff, agencies, IMOs, and parent-child enterprise networks.

Which plan is right for me?

Individual Lite keeps your core personal workspace free. New accounts include a 30-day preview of the Insurance Estimator, payment reminders, Lead Tracker, Lead Command, lead integrations, ad tracking and Web Profile. Individual Plus keeps these personal tools for $29.95/month, without staff. Team adds staff and team operations for $69.95/month. Enterprise is custom scoped.

Can I upload carrier commission statements?

Yes. Statement upload is designed to help match carrier statement activity to sales in the platform.

How does statement matching work?

LIT-AMS compares statement rows with sales records so teams can review matched, unmatched, commission, and chargeback activity.

How does LIT-AMS track commissions?

Commission activity is tracked from sales and statement data so owners can see what is pending, paid, payable, or affected by chargebacks.

How are chargebacks tracked?

Chargebacks are tracked through their lifecycle so teams can understand deductions, responsibility, and resolution status.

Can I manage sales associates under my account?

Small Business and Enterprise workflows are designed for staff and sales associate operations under the licensed owner or enterprise structure.

Can my sales associates enter sales?

Sales associate access depends on the company setup and permissions configured for your workspace.

What happens if someone has incomplete training?

Training enforcement can restrict production activity when required training or exams are not completed according to company rules.

Can I assign training videos and exams?

Yes. Owners can assign training videos and exams to one user or groups of staff where the module is enabled.

Can I route leads without a programmer?

Yes. LIT-AMS is designed for practical lead routing such as direct assignment and round robin workflows without custom engineering.

Does LIT-AMS work with GoHighLevel?

LIT-AMS is built to work alongside GoHighLevel-style lead flows and post-sale operations.

Can I receive leads from WhatsApp or social media?

Lead workflows can support social media, WhatsApp, Facebook, and related lead sources depending on your setup.

Can I track ad spend and lead ROI?

Yes. LIT-AMS can help compare lead spend against sold production and operational outcomes.

Does LIT-AMS support Spanish?

Yes. The platform includes English and Spanish language support, with ongoing bilingual polish by module.

Can I use LIT-AMS with international sales associates or call centers?

Yes. LIT-AMS is designed for remote and international sales associate operations, including English and Spanish team workflows.

How do I create a support ticket?

How long does support take to respond?

Response time depends on priority and request complexity. Urgent production-impacting issues should be marked urgent.

Does LIT-AMS support health insurance?

LIT-AMS is designed specifically for life insurance. If you also sell health insurance, you can use this workspace for your life insurance business. Health insurance workflows are not supported.

Follow incoming leads and carry their details into a sale. English audio and captions.

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Quick introduction

Explore the Insurance Estimator

Explore preliminary coverage estimates and potential carrier fit. English audio and captions.

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