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 today with your own agent portal. Bring your whole team when you're ready.
Your own agent portal, under your name. The same toolkit the agencies run on, built for one agent.
- Your own agent portal at yourname.agentfoundry.co, with your logo & colors
- Client-facing Advisory: needs analysis, Policy Fit & side-by-side compare, built for screen share
- AI Policy-Fit co-pilot, with a monthly AI allowance included
- Choose the carriers you sell and compare their products
- CRM with a contact board and one-click follow-ups
- Digital business card with QR codes
- Calendar, booking page, Google Calendar & Zoom
- Marketing studio for on-brand posts & images
Already with an agency? Solo is yours, and it works alongside whatever your agency gives you.
Start your free trialEverything Solo does, rolled out across your whole agency, with the structure to lead it.
- Everything in Solo, for every agent on your team
- Your agency's brand across every agent's portal, plus vanity domains
- Upline & downline structure your team actually runs on
- Team dashboards, leaderboards & coaching
- Recruiting pipeline with branded recruiting pages
- Onboarding paths you design for each new agent
- Agency billing: cover your team, or let agents self-pay
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.