For life agents

An entire agency in a box — for less than one dinner out a week.

CRM, AI follow-up, funnels, tracking numbers, weekly coaching, a public listing, and a written business plan. Bought separately, the pieces would run hundreds a month and still not talk to each other. Here it's one seat, one price, and set up for you before you log in — so week two doesn't feel like the silence that ends most careers.

Not licensed yet? Start here →

Already producing? Same book, better contract.
Contract review →
Agent overview — VSL goes here
See it in action

Every lead gets answered — in seconds.

AI follow-up replies, qualifies, and books. Your tracking number logs every call to the source that drove it.

SAMPLE DATA
9:41AI on
Jamie R. — new lead
Facebook · Mortgage protection
Hi, I saw the ad — is this still available?
Now · 0:00
Hey Jamie — yes, I'm the AI assistant on Maria's team. Quick question: is this coverage for your family or a business partner?
0:42
Family. My wife and two kids.
Got it. Maria has a 20-min slot tomorrow at 6:15 PM — want me to hold it for you?
Yes please.
Appointment booked
Tue 6:15 PM · Zoom
Booked in 42s
Zero taps
SAMPLE DATA
Tracking number · today
3 calls
  • Jamie R.
    Meta · MP
    4:12
    Now
  • Ana G.
    Google · IUL
    6:48
    12m
  • Kwame D.
    Referral
    9:03
    34m
Every call attributed to source
What's included

Twelve systems. One seat.

This is the actual list — not a teaser. Everything below is included in the $97/month plan.

Full CRM sub-account

Your own workspace inside our platform — pipelines, automations, calendars, all yours.

AI site & landing page built for you

A conversion-tuned site and campaign landing pages, launched before you touch anything.

Tracking phone number

A dedicated number that routes to you and logs every call, text, and voicemail.

Sub-60-second AI follow-up

Every inbound gets a response in under a minute — call, text, email — booked to your calendar.

4 niche campaigns + Spanish market

Mortgage Protection, Final Expense, IUL Retirement, Young Family Term — plus Spanish — delivered DIY or done-with-you.

Weekly live classes, cohorts & tickets

Real classes on the calendar, launch cohorts you join, and support tickets that get answered.

Quoting embed

Multi-carrier quoting inside your site — no extra login for prospects.

See live quoting
Database reactivation playbook

Wake up your old contacts with proven sequences — new appointments from names you already have.

COI playbook

A repeatable centers-of-influence system for referrals from CPAs, real-estate, and financial pros.

Full training academy

On-demand curriculum, product deep-dives, and the sales playbook top producers actually use.

Custom business plan

Your written plan — production targets, activity math, and the exact campaigns to run.

Verified Member Listing on the Life Agent Network

A human-reviewed public profile that ranks and refers real consumer traffic.

Credit & Capital Advantage

Build your business and personal credit and access funding for your agency's growth — free guides, checklists, and a funding consultation. A member benefit, not a consumer offering. We are not a credit repair organization.

Agent Plan
$97/ month + usage
  • Full CRM sub-account
  • AI site & landing pages built for you
  • Tracking number + sub-60s AI follow-up
  • 4 niche campaigns + Spanish market
  • Weekly classes, cohorts, and support tickets
  • Quoting embed, database reactivation, COI playbook
  • Full academy + custom business plan
  • Verified Member Listing on the Life Agent Network
  • Credit & Capital Advantage (member benefit)

No contracts. Cancel anytime. Ad budgets always yours.

Need done-for-you?
Custom engagements are quoted case-by-case, by application — not a hidden tier.
Usage, explained

You set the caps. We publish the rates.

How usage works
Usage covers the AI actions your platform takes on your behalf — messages, minutes, and compute. Included credits cover typical activity; anything above that is billed at published platform rates.
~$10/mo credits included

Covers typical follow-up activity for a producing agent — no surprise bill.

Published, plain-English rates

Every unit rate — SMS, email, voice minute, AI minute — is posted on the pricing page.

You set the caps

Hard caps and alerts you control. Nothing runs past a limit you didn't approve.

Premier Team

Same fees. More human.

Premier is an application-based track. Same $97/month platform fees — additional 1:1 human support, product depth, and personalized systems. Our overrides come from your production, so your growth is literally our business model.

In-house product training
Done-for-you Google Business Profile management
AI clone training on your voice
Advanced content strategy
1:1 mentorship
Priority support SLA
Aligned by design
Vendors profit when you subscribe. Partners profit when you produce. Premier is how we go deeper on the second one — without changing your platform price.
Included campaigns

Five niches. All included.

Mortgage Protection

Homeowner-triggered lead systems.

Final Expense

Senior-market direct response.

IUL Retirement

Tax-advantaged accumulation stories.

Young Family Term

New-parent and new-home triggers.

Spanish Market

Fully localized creative and follow-up.

The Life Agent Network

A verified public listing that sends you real consumer traffic.

Every agent seat includes a human-reviewed Member Listing on the Life Agent Network — searchable, rankable, and never pay-to-play.

Risk reversal

No contracts. Cancel anytime. Ad budgets always yours.

Questions

Agent FAQ.

Get started

Start for $97/month.

Takes 60 seconds. No obligation. A human confirms next steps within one business day — and if it isn't a fit, we tell you.

Takes 60 seconds. No obligation. Cancel anytime.

No contracts. Cancel anytime. Ad budgets always yours.

See plans — $97/mo