Getting Started
Watch the Getting Started walkthrough.
Find answers, review tutorial placeholders, and create a support ticket after signing in. Public visitors can browse help content; ticket creation stays authenticated and tenant-scoped.
Support covers account access, plans, workspace access, sales entry, lead routing, statements, commissions, chargebacks, payroll, reports, training, notifications, language support, and product questions.
LIT-AMS is a post-sale operating system for independent insurance agents, agencies, and enterprise networks.
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.
It is built for individual insurance agents, licensed agents with staff, agencies, IMOs, and parent-child enterprise networks.
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.
Yes. Statement upload is designed to help match carrier statement activity to sales in the platform.
LIT-AMS compares statement rows with sales records so teams can review matched, unmatched, commission, and chargeback activity.
Commission activity is tracked from sales and statement data so owners can see what is pending, paid, payable, or affected by chargebacks.
Chargebacks are tracked through their lifecycle so teams can understand deductions, responsibility, and resolution status.
Small Business and Enterprise workflows are designed for staff and sales associate operations under the licensed owner or enterprise structure.
Sales associate access depends on the company setup and permissions configured for your workspace.
Training enforcement can restrict production activity when required training or exams are not completed according to company rules.
Yes. Owners can assign training videos and exams to one user or groups of staff where the module is enabled.
Yes. LIT-AMS is designed for practical lead routing such as direct assignment and round robin workflows without custom engineering.
LIT-AMS is built to work alongside GoHighLevel-style lead flows and post-sale operations.
Lead workflows can support social media, WhatsApp, Facebook, and related lead sources depending on your setup.
Yes. LIT-AMS can help compare lead spend against sold production and operational outcomes.
Yes. The platform includes English and Spanish language support, with ongoing bilingual polish by module.
Yes. LIT-AMS is designed for remote and international sales associate operations, including English and Spanish team workflows.
Sign in, open Support, choose a category and priority, then submit your subject and description.
Response time depends on priority and request complexity. Urgent production-impacting issues should be marked urgent.
Watch the Getting Started walkthrough.
Watch how to create your first sale.
Watch how to upload a statement.
Watch how to set up and publish your Web Profile.
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