The More Agents You Add, The More Everyone Saves
Your agents pay discounted rates on their individual CRM subscriptions. Pricing is per agent, per month.
Pricing is per agent seat per month. Discount tier is determined by total active agent seats in your agency account.
A Complete Platform for Your Entire Agency
Your Brand. Your CRM.
We configure the entire platform under your agency's name, logo, and colors. Your agents log in to YOUR branded CRM — not ours.
Agent Leaderboard
Gamify your agency's performance with a live leaderboard tracking policies written, leads contacted, and appointments booked.
Agency Homepage Hub
A fully built agency homepage inside the CRM — with your logo, links to all your lead programs, team calendars, training videos, and announcements.
Announcement Ticker
Push real-time announcements to every agent's dashboard instantly. New lead program? Rate change? Team meeting? Your message appears immediately.
Training Asset Library
Upload and organize your training videos, scripts, carrier guides, and onboarding materials directly inside the CRM.
Lead Program Links
Centralize all your lead sources — Facebook leads, internet leads, aged leads, referral programs — with direct links inside the agency hub.
Team Calendars
Embed your agency's booking calendars directly in the hub. Agents can schedule strategy calls, training sessions, and team meetings without leaving the CRM.
Preferred Support
Agency owners receive priority access to our support team — faster response times, dedicated onboarding, and a direct line to our team whenever you need it.
A Fully Built Platform.
Zero Setup Headaches.
We handle every aspect of the setup. You get a dedicated onboarding call with our team, we configure everything to your brand, and you walk away with a fully operational agency CRM — ready for your first agent to log in.
Apply for Agency Plan"My agents went from using 4 different tools to one branded platform. Onboarding new agents now takes 20 minutes instead of 2 days."
"The leaderboard alone changed the culture of my agency. My top agents are competing for the #1 spot every single month."
"I have my lead programs, training videos, and team calendar all in one place. My agents actually use it because it's so easy."
Ready to Give Your Agency a World-Class Platform?
Fill out the short application below. Our team will review your information and reach out within 24 hours to walk you through the setup process and get your agency platform configured.
Takes less than 2 minutes. No commitment required.