Systems, training and support for life insurance agencies.

$2,500/month per agency, regardless of size. Month-to-month. No per-agent fee or separate setup fee.

INCLUDED
• Your private agency hub with your name, logo, colors, agent accounts and hierarchy.
• Onboarding checklist, owner dashboard and production tracking with manual entry and standard spreadsheet imports.
• Import of your previous 60 days of production data for before-and-after comparisons.
• One private, one-hour owner meeting each week.
• One private, one-hour agent training each week, recorded in your hub.
• Private Discord support for agents and owners.

SETUP
Pay first, then complete onboarding and provide your data. Setup within five business days after completed onboarding information is received. Your monthly service period begins when hub access is delivered.

LeadCore is optional and paid separately. Agencies using it also receive a bonus one-hour training on Tuesdays at 3 PM Pacific.

Individual agent coaching, custom development and integrations cost extra. Third-party subscriptions are separate.

Weekly recordings build your training library. Core training videos are in development.

Cancel before your next renewal; access and support continue through your paid period. Licensed materials are for internal agency use while subscribed. Results are not guaranteed.