All-In-One Virtual Sales Platform For Insurance Agents
Proudly used by agents contracted with:
Close More Sales with a Communications-focused CRM
Summit CRM is the automation system that makes your life easier, helps convert more prospects to appointments and gives you the tools to upsell your current customers to more sales!
Enhance Your Marketing: Create targeted campaigns that reach the right audience and drive results!
Nurture Leads Automatically: Use automated workflows to follow up with leads and close deals faster!
UNIQUE FEATURES
100% Designed for Life Insurance Agents
Facebook Campaigns
Capture and nurture leads from exclusive Facebook campaigns
Phone System
Integrated phone system for seamless calling
One Click Automations
Automate your outreach with a click of a button
Calendars
Schedule and manage appointments with ease
Personalized Campaigns
Tailored email and SMS follow-up campaigns
Social Media Planner
Plan and schedule your social media posts
Tracking & Analytics
Monitor performance with detailed analytics
Voicemail Drops
Send pre-recorded voicemails effortlessly
Email Drips
Automated email sequences for engagement
Website Builder
Build sales funnels & websites to convert leads
A.I. Integrations
Conversation AI, booking bot, Employee AI, Chat GPT, and more
Forms & Surveys
Create and share custom forms and surveys
Mobile App
Manage your CRM on the go with the included app
Agent Reporting
Detailed performance reports for agents
SMS Drips
Automate your outreach with the click of a button
Pipelines
Keep your contacts organized so every lead is resolved
*not all plans include every feature
Summit CRM Has Everything You Need To Succeed
We help you consolidate all of your marketing tools
DO YOU WANT MORE CUSTOMERS?
With the support of our community, you will know the best strategies the most successful insurance agents are using to boost their business.
DO YOU WANT TO KEEP YOUR CLIENTS LONGER?
With our all-in-one marketing and sales platform, you will be able to keep your tools in one place (while saving a fortune) and streamline your entire delivery process so you can focus on keeping your clients happy.
DO YOU WANT TO SCALE YOUR BUSINESS?
Summit CRM will help you grow your business by connecting you with the most successful digital marketers on the planet who will be able to help you close more deals or allow you to offer more services.
Build The Ultimate Life Insurance Marketing Engine
All the tools you need in one platform without having to "duct-tape" multiple platforms together!
CAPTURE
All the tools you need in one platform without having to "duct-tape" multiple platforms together!
NURTURE
All the tools you need in one platform without having to "duct-tape" multiple platforms together!
CLOSE
All the tools you need in one platform without having to "duct-tape" multiple platforms together!
Capture New Leads
HighLevel is a Full Suite Platform for Marketers. Included in the Platform is a full featured Page Builder to capture leads.
CREATE FULL WEBSITES, FUNNELS & LANDING PAGES
Our intuitive platform allows you to create full featured websites with custom menus. Create high-performing and captivating landing pages all in one place!
DRAG & DROP SURVEYS AND FORMS
Built right in is the ability to capture leads through Surveys and capture forms. You can integrate directly with our page builder or embed them on your own sites.
ONLINE APPOINTMENT SCHEDULING
The major step for many businesses is to capture appointments and request appointments. We've built our own calendar application within HighLevel so you can capture the appointment all in one straightforward flow.
Nurture Leads Into Customers
The backbone of Summit CRM is what you are able to accomplish after you capture the lead.
EASILY CUSTOMIZE YOUR FOLLOW-UP CAMPAIGNS
Our Multi-channel follow up campaigns allow you to automate engaging follow ups and capture engaged responses from your leads.
CREATE MULTI-CHANNEL CAMPAIGNS
Summit CRM allows you to connect with your leads through Phone Connect, Voicemail Drops, SMS/MMS, Emails, and even Facebook Messenger.
TWO-WAY COMMUNICATION ON ANY DEVICE
Our full featured mobile app allows you to communicate with your leads on all devices.
Our thriving community of the most successful and visionary digital marketers on the planet. Get all the training and resources you need to start or grow your business.
MANAGE YOUR WORKFLOW AND PIPELINE
With our built-in Pipeline Management feature, you can keep track of where the leads are and what stage they are in the sales funnel.
COLLECT CUSTOMER PAYMENTS
We integrate directly with Stripe so you can collect payments on websites, funnels, and even when someone books an appointment.
ALL THE ANALYTICS & REPORTS IN ONE PLACE
Our dashboard keeps an overview of where the leads are, and how much money has been generated on each phase.
PRICING
Choose Your Plan
Basecamp
Begin your journey
$97/m
Smart CRM
Calendar
Insurance Leads Pipelines
2-Way SMS Messaging
Pre-Built Workflow Automations
Missed Call Text Back Feature
Agent Verified Website
Lead-Generation Landing Page
Automated Appointment Reminders
Client Retention Campaigns
Bulk SMS Abilities
Revive Dead Leads Campaigns
Live Chat & Email Support
No contracts - cancel anytime
CUSTOMER CARE
LEGAL
Copyright 2026. Summit CRM. All Rights Reserved.