LIT-AMS

LIT Insurance Technologies LLC

About this app

LIT-AMS puts your insurance business in your pocket. Get an alert the moment a new lead arrives, follow up while it is still warm, and keep track of your sales and commissions — from your phone, in English or Spanish.

Built for licensed life insurance agents, agencies and their teams. Create your free account in the app in about a minute, or sign in with the LIT-AMS account you already use on the web.

NEW-LEAD ALERTS
• A push notification as soon as a lead is assigned to you, so you can call first.
• Lock-screen privacy: the alert says only "New lead" until you unlock the phone.
• A notification bell with your unread updates, newest first.

LEADS AND FOLLOW-UP
• Your leads with the time each one arrived and how long it has been waiting.
• Lead details: the customer's message, the form answers, the source and the state.
• Update the status and schedule the next follow-up right from the lead.
• Tap to call, text or email the customer with your phone's own apps.

SALES PIPELINE
• Record a new sale in a few steps — client, policy and premium — with a check for possible duplicates.
• Search all your sales by client name, policy number or carrier.
• See Active, Funded, Chargebacks and Lost at a glance.
• Policy details: carrier, product, monthly and annual premium, key dates and estimated commission.
• See the WhatsApp conversation with the customer next to the sale (when your workspace uses LIT-AMS WhatsApp).

COMMISSIONS
• Your commissions month by month, with a chart.
• Open a carrier statement and see each line that paid you.
• Upload a carrier statement PDF right from your phone — for example one you just downloaded from email — and LIT-AMS matches it to your sales.

INSURANCE ESTIMATOR
• Quick premium estimates for common life products, based on age, state, tobacco use, build and health answers.
• The answers about your client are not saved — the app remembers only the product, amount and state you used last.
• Estimates are for guidance only. They are not carrier quotes or approvals; the carrier sets the final rate after a full application.

MADE FOR THE ROAD
• Designed for phones, and for tablets and foldables with a side-by-side list and detail view.
• Dark mode, and text that adapts to your phone's font size.
• Fully in English and Spanish.

YOUR DATA
• No ads, and no advertising or analytics trackers.
• Your sign-in on the phone is encrypted with the device keystore and you can sign out at any time.
• You can close your account from the app or the website. See lit-ams.com/account_deletion.php.

GOOD TO KNOW
• LIT-AMS is a business tool for insurance professionals aged 18 and over. It does not sell insurance to consumers.
• The app works with your LIT-AMS account. What you see depends on your plan and on your role in your agency. Some features, such as lead management, are not part of every plan.
• The app does not sell anything. Account and plan settings are managed on lit-ams.com.
• The app is the light version of LIT-AMS. Reports, accounting and team tools are on lit-ams.com, one tap away from the app.

Questions? Write to [e-mail].
Terms: lit-ams.com/terms.php · Privacy: lit-ams.com/privacy.php

What’s new

- New Sale: record a sale from your phone in a few steps, with a check for possible duplicates.
- Upload statement: send a carrier statement PDF from your phone (for example from Downloads) and it is matched to your sales.
- "LIT-AMS on the web": a shortcut to sign in to the full LIT-AMS on lit-ams.com.
- My account now shows the app version.