Support Center

LIT-AMS Support Center

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What can we help with?

Support covers account access, plans, workspace access, sales entry, lead routing, statements, commissions, chargebacks, payroll, reports, training, notifications, language support, and product questions.

FAQ

Frequently asked questions

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.

What is the difference between Individual License, Team License, and Enterprise?

Individual includes 30 total lookups shared across LIT Insurance Estimator and Carrier Fit, plus your personal workspace. Team is $69.95/month and unlocks unlimited lookups alongside team features. Enterprise adds company hierarchy and owner controls.

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?

Sign in, open Support, choose a category and priority, then submit your subject and description.

How long does support take to respond?

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

Tutorials

Video tutorials

Getting Started

Watch the Getting Started walkthrough.

Creating Your First Sale

Watch how to create your first sale.

Uploading a Statement

Watch how to upload a statement.

Setting Up Your Web Profile

Watch how to set up and publish your Web Profile.

Understanding Commissions

Video coming soon.

Tracking Chargebacks

Video coming soon.

Creating Sales Associates

Video coming soon.

Routing Leads

Video coming soon.

Assigning Training

Video coming soon.

Creating Exams

Video coming soon.

Viewing Reports

Video coming soon.

Managing Appointments

Video coming soon.

Using Leaderboards

Video coming soon.

Understanding Payroll

Video coming soon.

Using Spanish / English Features

Video coming soon.

Enterprise Parent / Child Setup

Video coming soon.