Tracker
Free
- Activity tracker & streaks
- Leaderboard
- Blueprint income calculator
- Training previews
Agency Architect
One platform. Every tool a life insurance agent needs.
Leads that find you, one-tap dialing, live leaderboards, and commission tracking — built by a producing agency that runs its own book on it.
Example data
Leads routed
Your queue · newest first
- Maria Example
- James Example
Wallet
$500
$100/wk active
This week · top producers
- 🥇Marcus Example$14,250
- 🥈Angela Example$11,900
- 🥉Carlos Example$9,480
AP first, then sales, then dials — with faces on it.
Activity
- Lead routed · FE · CA
- Call connected · 0:42
- Quote opened · kitchen table
48
states, one number
$2
marketplace leads start at
4min
speed-to-lead rotation
24/7
AI assistant on call
01 — Start free · no card
What you get the moment you sign up.
Tracker is free and stays free. Leads and dialer minutes are always pay-as-you-go, so nothing here bills you by surprise.
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Free · Tracker
Activity tracker & streaks
Log the day and watch the streak build. The habit is the job.
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Free · Tracker
Leaderboard
Where you sit against the floor — AP first, then sales, then dials, with faces on it.
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Free · Tracker
Blueprint income calculator
Run your numbers and see exactly what it takes to hit your income goal. Two minutes.
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Free · Tracker
Training previews
A look inside the academy before you commit to anything.
Producer, Pro and Agencies are coming soon — see exactly what each tier includes.
1Streak
12day streak
2LeaderboardAP
- 3PEPriya Example$4,120
- 4You$3,860
- 5TETheo Example$3,275
3BlueprintOn pace
4Academy
- Lesson 1Preview
- Lesson 2Preview
- Lesson 3Preview
02 — The platform
Every tool in one login.
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Leads that find you
Turn on a lead source with a weekly budget. Fresh leads route straight to your queue, newest first — and anything you sit on rotates to an agent who'll call it.
How the lead engine worksLead source
OnWeekly budget
$100/wk
Queue
-
One login, whole business
Inbound calls to your cell, your dialer stats, sales logging, chat, training, and your license card — every tool in one place, on your phone or desk.
Tour the platformInbound calls
Dialer stats
Sales logging
Chat
Training
License card
Inbound · your cell
Riley Example
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Know your numbers
What every dial is worth, cost per sale by lead source, commissions by carrier, and a leaderboard with faces on it. The math agents usually never see.
See the dashboardsValue per dial
$4.12
Cost per sale · by lead source
Web Inbound Aged -
Compliance and an assistant
A compliance shield scrubbing 1,000 litigator and DNC numbers a month, an AI assistant on call 24/7, and 500 client texts with email automations.
See what each tier includes612of 1,000
- (555) 010-2231Clean
- (555) 010-7718DNC
- (555) 010-4460Litigator
- Alfred · on call
03 — Calling
A call center. Not a dialer bolted on.
Inbound reaches your cell
Calls come to the phone you already carry. There is no second handset to babysit and no separate app to leave open.
One tap out
Your queue dials. The lead you are looking at is the lead that rings, so nothing gets copied between two systems.
Minutes are metered honestly
Dialer minutes stay pay-as-you-go and bill from your wallet at posted rates. They are never bundled into a fake “unlimited.”
Dial stats sit with your sales
Your dialer numbers and your sales logging live in the same login, so what a dial is worth is a lookup rather than a spreadsheet.
Example data
Example data — no live writes, and no sign-in is required to view this. Assign, Start call and Open the live floor are disabled here; none of them leave this page.
Live queue
Call Floor
Leads waiting on an agent, ranked by how close they are to rotating away. Assign hands one to the next best agent now; Start call opens it for whoever picks it up.
Calls in Queue
3
Avg Wait Time
2m 03s
Available Agents
1 / 3
Abandonment Rate
9%
Agent availability
- Blake ExampleAvailable
- Alex ExampleOn call
- Casey ExampleAway
Waiting calls
3 of 3 shown
| Pos | Contact | Location | Assigned agent | Wait time | Priority | Source | Actions |
|---|---|---|---|---|---|---|---|
| 1 | Riley Example | Austin, TX | Blake Example | 1m 35s | High | Web realtime | |
| 2 | Morgan Example | Boise, ID | Alex Example | 4m 00s | Critical | Inbound | |
| 3 | Jordan Example | Reno, NV | Unassigned | 0m 35s | Low | Aged |
No leads at this priority
Choose a different priority to see its leads.
Start call opens a lead inside the app.
Presence and speed-to-lead detail open on the live floor inside the app.
04 — Piecing it together elsewhere
Six tools, six bills.
- CRM$97–297
- Dialer$99–150
- Tracker$47–97
- Compliance scrubbing~$300
- AI assistant$50
- Post-sale automations$17
$610–940 /mo
vs
One login here
Usage beyond plan allowances bills at simple posted rates from your wallet. Dialer minutes and leads are always pay-as-you-go. Cancel anytime.
See the plans05 — Why agencies move
A generic CRM stores the work. It does not do the work.
| A generic CRM | Agency Architect | |
|---|---|---|
| Leads | You source them and import them | Turn on a source with a weekly budget. Fresh leads route straight to your queue, newest first. |
| A lead you sit on | Ages quietly in a list | Rotates to an agent who will call it. |
| Dialing | A second subscription | One-tap dialing, and inbound calls routed to your cell. |
| Compliance | A third service | A compliance shield scrubbing 1,000 litigator and DNC numbers a month. |
| Your numbers | Activity, not economics | What every dial is worth, cost per sale by lead source, and commissions by carrier. |
| Your downline | Not modelled at all | A Command Center over every agent, with rosters, hierarchy and team leaderboards. |
| The bill | Six tools, six bills — $610–940/mo | One login. Leads and dialer minutes stay pay-as-you-go, and you cancel anytime. |
06 — Pricing coming soon
Real allowances. Never a fake “unlimited.”
We're finalizing plans. Here's exactly what each tier includes — leads and dialer minutes stay pay-as-you-go, and allowances are real, never a fake “unlimited.”
Producer
Coming soon
- Everything in Tracker
- Lead queue + marketplace access
- Inbound calls routed to your cell
- Dashboards, team chat, academy
Most popular
Pro
Coming soon
- Everything in Producer
- Compliance shield — 1,000 litigator/DNC scrubs a month
- Alfred AI assistant — 60 min/mo
- 500 client texts + email automations
- Priority marketplace access
Agencies
Coming soon
Your whole downline in one Command Center. Agents pick their own plan; you see everything.
- Downline Command Center — every agent, one view
- Rosters, hierarchy & team leaderboards
- Team leaderboard broadcasts & integrations
- Reconciliation & Retention modules
07 — Day one
What your first morning looks like.
First
One login opens
Your dashboards, team chat, training and your license card are behind a single sign-in, on your phone or at a desk.
Then
You turn a lead source on
Set a weekly budget. Fresh leads route straight to your queue, newest first, and you never touch an import file.
Then
You work the queue
One tap dials the lead in front of you. Anything you leave sitting rotates to an agent who will call it.
By the afternoon
The math is already there
What each dial was worth, your cost per sale by lead source, and where you sit on a leaderboard with faces on it.
Honestly? This isn't for everyone.
If you won't pick up the phone, no platform will save you — leads you sit on get rotated to someone who dials.
If you want a salary, this is commission work. The math is real and we show you all of it.
If you're not licensed and not willing to get licensed, start there — we'll help, but that part is on you.
08 — Getting started
Joining takes a minute.
Start free on Tracker. The activity tracker, streaks, the leaderboard and the Blueprint income calculator cost nothing and need no card.
Run your numbers through the Blueprint. It takes two minutes and it shows exactly what it takes to hit your income goal.
Get licensed, if you are not. We will help you. That part is still on you.
Turn leads on when you are ready. Set a weekly budget. Leads and dialer minutes stay pay-as-you-go, and you cancel anytime.
09 — Before you ask
Questions agency owners ask.
What does it cost?
Plans are being finalised. Tracker is free today, and leads and dialer minutes stay pay-as-you-go whatever tier you land on.
Are leads included?
No. Marketplace leads start at $2 and bill from your wallet at simple posted rates. That is deliberate, not a gap.
Is anything unlimited?
No. Allowances are real and we publish them. There is no fake “unlimited” anywhere on the plan sheet.
Can I cancel?
Yes, anytime. Usage beyond your plan allowance bills from your wallet, so there is nothing to unwind.
Do I need a license?
Yes. If you are not licensed and not willing to get licensed, start there. We will help, but that part is on you.
Where do you operate?
48 states, one number. Your license card lives in the same login as everything else.
What happens to a lead I don’t call?
It rotates to an agent who will. Speed-to-lead rotation runs on a four-minute clock.
What does Pro add?
1,000 litigator and DNC scrubs a month, 60 minutes of the Alfred AI assistant, and 500 client texts with email automations.
10 — What we write about
The math agents usually never see.
Lead economics
What a dial is actually worth
Cost per sale by lead source, and the number most agents never calculate.
Compliance
Litigator and DNC scrubbing, plainly
What scrubbing catches, what it does not, and where the exposure sits.
Speed to lead
Why four minutes is the whole game
What happens to contact rates between minute one and hour one.
Building a downline
Override math, down the hierarchy
What a spread actually pays, and the number most managers never total up.
11 — Waitlist
Not with our agency?
Get early access when Agency Architect opens to outside agents and agencies.
Build the business. We built the system.
Run your numbers through the Blueprint and see exactly what it takes to hit your income goal — free, two minutes.
Start free →Example data
Route Planner
Demo · example routeField days are planned as one list: every door for the day, in the order you drive them, with the arrival times already on it. This is a fixed example route — the controls below are switched off.
Today's stops
- Taylor Example09:00 · Pittsburgh, PA
- Avery Example10:30 · Wexford, PA
- Jordan Example11:45 · Cranberry, PA
- Reese Example13:30 · Zelienople, PA
- Cameron Example15:00 · Butler, PA
- Skyler Example16:15 · Mars, PA