Run the whole advisory.
People first.
AgentFoundry gives independent life & annuity agents and the agencies they build a branded home for their clients, carriers, calendar, and an AI policy-fit co-pilot, ready on day one.
Your login. Your brand.
Not ours.
Every agency gets its own private front door. Your agents and their clients see you, never “AgentFoundry.” It feels like your own platform, because it is.
- Your own custom-styled portalYour logo, your colors, your domain, on every screen your agents open.
- White-labeled end to endFrom the login screen to the client-facing advisory session, the brand is yours.
- Set up point-and-clickUpload a logo, pick your colors, done. No design or engineering work.
A carrier shelf you actually control.
Turn all 51 carriers on or off for your whole agency from one screen. Your agents only ever see the shelf you approve, no off-book surprises, no noise.
- 51 carriers wired in
- On/off per tenant
- Grandfathered opt-out for existing books
Every product, curated for your book.
500+ products, category-grouped and screen-share ready. Suppress or enable individual carriers and products per tenant, and the live-call AI only ever suggests what you allow.
- 500+ products
- Suppress or enable per tenant
- Feeds the AI shelf automatically
The tools disappear. The relationship is what your client remembers. Everything here exists so your agents spend their time in the conversation, not in the software.
Your business card, built right in.
A branded digital card with your headshot, credentials, and one-tap call, text & email, plus a lead-capture form that drops straight into your CRM. Share it with a QR or a link, and see every tap.
- QR + shareable link, tap-tracked
- Lead-capture form wired to your CRM
- Apple & Google Wallet ready
No third-party tools. Your digital card and your booking page are built in, no Linktree, no separate card app, no Calendly. It's all native to AgentFoundry and wired together.
Pipeline, follow-ups, and a booking page, one screen.
Every lead, next action, and appointment in one place, a visual funnel you drag through Discover → Engage → Propose → Won. Clients book time from your own branded booking page, and nothing slips through the cracks.
- Visual pipeline + follow-ups
- Public booking page
- Calendar sync
Walk the needs analysis. The AI ranks the fit, live.
Run a plain-English needs analysis one screen at a time. Every answer feeds a real-time co-pilot that ranks best-fit policies from your approved catalog, grounded in the client's situation and a compliance floor. It suggests; the agent decides.
- Guided, plain-English needs analysis
- Ranked best-fit with rationale, live
- Human-gated, compliance-aware
An onboarding path you design.
Every new agent gets the same licensing-to-first-sale path: pre-licensing coursework, state exam, fingerprinting, E&O, AML training, carrier contracting. You configure the steps; they see exactly what is next.
- Licensing, contracting and training steps
- Per-agent progress tracking
- Consistent path, every hire
Every conversation your agents start is a family getting closer to being protected. AgentFoundry keeps commission numbers and standings agent-only - never on a screen a client can see.
Simple, honest pricing.
Start solo with your own styled workspace. Go full white-label when you bring a team.
Everything an independent agent needs, with your own styled workspace.
- Your own subdomain with customizable styling, your logo & colors
- The full carrier shelf + product catalog
- CRM, digital business card, calendar & booking
- AI Policy-Fit co-pilot
Full white-label for teams, your own branded pages, org structure, and dashboards.
- Everything in Solo, for your whole team
- Full white-label, your own branded marketing & recruiting landing pages
- Configure your team, upline & downline structure
- Rich dashboards & team management
- Customized onboarding paths per agent
- Vanity custom domains
Your brand. Your book.
Ready today.
Book a walkthrough and we'll show you the whole thing on a call, or start solo today from the pricing above.