01
Sales & leads
Practical systems designed to help you start more conversations and keep your pipeline moving.
Built for independent agents
More support. More ways to serve.
Your agency should expand your possibilities—not box you in. We equip agents with the relationships, coaching, and resources to build with confidence.
02
Training & coaching
Daily and weekly learning, one-on-one guidance, and leaders who stay close to the field.
03
Marketing support
Resources that help you communicate clearly, build your presence, and earn trust in your market.
04
Top carrier access
A broad portfolio gives you more ways to match each family with the right solution.
05
Rewards & recognition
Celebrate standout work through recognition, community, and annual incentive travel.
Your business, one login
The Agent Portal.
All in one place.
An all-in-one tech suite built for how we work — production leaderboards, commission tracking, recruiting, team management, CRM, leads, agency chat, and route planning, wrapped into a single portal.
Portal // Live
Discord // Agency Server
Connect with the top agents in the industry, daily.
Our private agency Discord is where the shop talk happens — live sales help, scripts, lead strategy, and daily wins from the whole team.
#sales-wins — LiveToday
Marcus M. — Just closed a $92/mo final expense. The worksheet opener works!Alisha T. — 14 apps today, team. Who's next?Devin R. — Route set for tomorrow: 5 appointments, one neighborhood.Marcus D. — Post your week in #sales-wins. Let's celebrate.
Production leaderboards
See where you rank across the agency — and chase the top spot.
Commission tracking
Every application, issuance, and payout. Your income, in real time.
Recruiting
Build your team with built-in recruiting tools and onboarding.
Team management
Coach, support, and grow your downline from one dashboard.
CRM
Clients, tasks, and follow-ups stay organized for you.
Leads
Order, assign, and work your leads without leaving the portal.
Agency chat
Stay connected with the whole agency, right where you work.
Route planning
Plan efficient appointment routes for the field — less windshield, more appointments.
Insurance Toolkit
Provided at
no cost.
Quoting, underwriting, and point-of-sale tech in one platform — included at no cost.
Quoting & underwriting
Quote simplified issue products in seconds and submit business without the paperwork chase.
Built-in CRM
Track every client, task, and follow-up in one place — your pipeline stays organized for you.
Point-of-sale
Take applications and get agents paid with a streamlined, digital-first sales flow.
Full product suite
Final Expense, Term Life, Medicare Supplement, DVH, HIP, IUL, and more — all in one login.
Live TV Inbound CallsNow accepting agents
TV Leads.
They call you.
Consumers see our final expense TV commercials and call in asking for a quote. Those calls route live to registered agents — warm, ready to buy, and on the phone right now.
- Live inbound calls — transferred straight to your phone
- Consumers calling YOU after seeing our TV ads
- No cold prospecting — just answer, quote, and close
Inbound // LiveTV Campaign
Incoming call — Final expense quote request · Charlotte, NCIncoming call — "I just saw your ad on TV" · Columbia, SCRinging you now — connect in under 30 seconds
Inbound. Live. Ready.