How LIT-AMS works

Everything after the sale, organized by the way insurance businesses grow.

LIT-AMS sits beside your CRM, carrier portals, WhatsApp, Meta, and GoHighLevel-style flows. It gives individual agents, small teams, and enterprise networks an operating layer for sales lifecycle, statements, commissions, chargebacks, payroll visibility, training, downlines, and monetization.

Three operating models

Each plan uses the same post-sale foundation, scaled to the level of control you need.

Individual License

An agent-owned LIT-AMS account for one licensed insurance agent.

  • 30 free lookups shared across LIT Insurance Estimator and Carrier Fit
  • Upload statements and monitor commissions
  • Track chargebacks, personal production, and Ad Spend ROI
  • Own your workspace, data, and personal web profile

Team License

A company workspace for a licensed owner running up to 10 in-house producers plus unlimited internal non-producer staff.

  • Everything included in Individual License
  • Up to 10 in-house producer seats
  • Unlimited internal non-producer staff and sales associates
  • Unlimited Estimator use for in-house producers and staff at no extra cost
  • Add Payment Reminders, training, payroll, and team controls
  • Support English and Spanish team operations

Enterprise

An enterprise operating layer for downlines and monetization.

  • Everything included in Team License
  • Unlimited Estimator use for enterprise staff at no extra cost
  • Owner Financial Portal across all authorized umbrella companies
  • Add hierarchy, overrides, White Label, and participation controls

LIT-AMS works alongside your CRM.

Your CRM can manage leads and front-end activity. LIT-AMS controls the post-sale business layer: who earned what, when, why, what charged back, what needs payroll attention, what training is unfinished, and where the next growth opportunity sits.

Generic enterprise hierarchy

Enterprise networks can manage parent/child structures, agent participation, downline visibility, lead flow, and monetization without exposing real company names in public marketing.

Parent EnterpriseNetwork control, reporting, monetization
Child Enterprise ALocal company operations
Child Enterprise BDownline and staff oversight
Child Enterprise CLead flow and performance
Insurance AgentSales, statements, commissions
Sales Associates / StaffAppointments, training, lead work
Insurance AgentChargebacks and policy lifecycle

The post-sale workflow

1

Lead and sale activity enters the system

Agents and teams keep sales, assignments, appointments, and opportunities visible without replacing the source lead system.

2

Statements and commissions become trackable

Upload carrier statements and LIT-AMS matches them to sales, calculates commissions, and keeps commission and chargeback activity visible.

3

Chargebacks and payroll risk are surfaced

Chargeback awareness and payroll intelligence help leaders protect cash flow and pay with confidence.

4

Downlines and enterprise networks monetize

Enterprise controls create visibility across hierarchy, lead redistribution, agent participation, and recurring revenue opportunities.

No-Programmer Lead Routing

Redistribute Facebook, WhatsApp, social media, parent enterprise, or GHL-style leads through round robin or direct assignment without engineers.

Training Enforcement

Create or link videos, assign exams, require in-platform viewing without fast-forwarding, let users resume unfinished training, and block sales loading when training is unfinished or failed.

International & Call Center Ready

Manage sales associates across countries with English and Spanish platform experiences and remote payroll visibility.

Compare Plans Start 30 Days Free