We put set appointments on your calendar. Real people who asked to talk about Life, Health, and Annuities. You show up and close them.
Two ways in. One costs money and pays more. One costs nothing and pays less. Every appointment comes from us.
Why most agents quit
Most agents wash out because they never get enough qualified people to talk to. They are told to find the lead, work the lead, set the appointment, and close it. All for one commission check.
Your week
How it works
We do the work before the appointment. You never see a raw lead or a shared list.
We generate
We run ads and buy from outside sources to find people who want to talk.
We qualify
Our team calls them first and confirms they are real and interested.
We book
We set a time and put it straight on a licensed agent's calendar.
You show up and close
You prep, run the appointment, and write the business. That's the whole job.
We measure
We track what you keep and what you close.
We improve
Best closers get more appointments.
Quoting, paperwork, onboarding and training are all in the same login. You don't need five vendor accounts to write a policy.
What you get
These are included when you start. You don't buy them later.
We fill your calendar
We find people, talk to them first, and set the times. Every appointment you run comes from our pipeline.
Your contract is in writing
Your pay level is written down on day one. It can go up. It cannot be cut.
No fees for tools or training
CRM, dialer, calendar and training are on us. You will not get a bill for them.
A deposit that refills itself
On 1099, your deposit tops back up from issued, paid business as you close.
1099 or W-2
Go independent, or join a W-2 training group where we offer one.
No recruiting
You never have to recruit. We never pay you to recruit. There is no downline.
We pick our team
We turn people away. Good appointments go to agents who show up prepared.
One login for everything
Quoting, paperwork, your book, and training all sit in one place.
You pick your door
Put money into appointments and earn more, or put in nothing and take base pay.
Two ways in
The difference is money. On 1099 you fund your appointments and earn a higher rate. On W-2 you put in nothing and take base pay at a lower rate. You choose on the application.
| 1099Independent | W-2Where we offer it | |
|---|---|---|
| Money out of your pocket | You fund appointments | None |
| Commission level | Higher | Lower |
| Base pay while you ramp | × | ✓ |
| We supply the appointments | ✓ | ✓ |
| Set your own schedule | ✓ | × |
| Group training | × | ✓ |
| Fee to join or stay | $0 | $0 |
Which door is yours
1099
You invest. You earn more.
- You fund your appointment supply
- Your deposit refills from issued, paid business
- Higher commission rate
- You set your own schedule
W-2
You invest nothing. You earn less.
- No money out of your pocket, ever
- Base pay while you ramp, then base plus bonus
- Lower commission rate
- Group training, set schedule, where we offer it
Either way we supply the appointments and we do not charge you to join or to stay. Neither door is better. They are for different situations.
Straight on money
Joining is free on both paths. Here is what that does and does not mean.
- No sign-up fee
- No training fee
- No CRM or dialer fee
- No desk fee
- No monthly platform fee
- No fee to stay
- 1099 only: you fund your appointment supply. That is an investment, not a fee, and it refills from issued business as you close.
- Your own state licensing costs, on either path.
- Nothing else. If you ever see a line item from us that is not one of these, it is an error.
Don't have money to put in? Take the W-2 path. That is what it is there for.
One rule, and the reason for it
Every appointment on our platform comes from our pipeline. You don't bring outside leads in, and you don't set your own appointments here.
That is a compliance decision, not a control one. We have to be able to prove how every person in our system was contacted and what they agreed to. One source means one clean record. Mixed lead sources are how agencies end up with consent problems and carrier complaints, and your license is on the line the same as ours.
Referrals are the exception you'd expect. If someone comes to you by word of mouth, quote them and write them right on the platform. That works.
Business you write from our appointments stays with the agency, along with the client records. That is in the agreement.
Straight answers
Not an insurance company
We're a sales agency. We don't underwrite anything.
Not a lead vendor
We don't sell you lists. You'll never get a lead invoice.
Not a recruiting scheme
No levels. No ranks. No pay for bringing people in.
Not a fee mill
We don't make money on desk, tech, or training fees.
Not licensed yet
Some of our best applicants are closers from other industries. Apply and tell us where you are.
1. Apply
Pick "not yet licensed" on the form. Nothing else changes.
2. We read it
We look at whether you can close, not how long you've been in insurance.
3. You get licensed
Course, state exam, fingerprints, background check. Your state runs this, not us. Time and cost vary by state.
4. You start with a group
Once you're licensed and appointed, you onboard with other new agents.
Two things you should know.
Getting licensed takes time. Your state decides if you qualify, not us. Be skeptical of anyone who says they can speed that up.
If you're not ready, we'll tell you. Taking someone who can't succeed doesn't help either of us.
Questions
Here are the questions we expect you to ask.
Are these the same recycled leads I've seen everywhere?
Where's the catch? Fees, chargebacks, lead costs?
Is this a recruiting scheme?
Can I bring my own leads?
What about referrals?
How much do I have to invest as a 1099?
Am I locked in?
Why are you so picky if you have all these appointments?
Where do you operate?
Apply
Three minutes. We read every one. If you're a fit we'll reach out. If you're not, we'll tell you that too.