The portal for independent agents
People first.
Policies second.
The portal independent life & annuity agents use to run live advisory sessions — with the FNA, policy comparison, and follow-up cadence built right into the same screen.
100+
Approved products
12
Carriers wired in
7-factor
NAIC fit score
Calendar that books itself
Connect your Google Calendar. Bookings respect your real busy time and the invite goes out from your own Gmail.
Guided FNA
Walk families through their priorities together — objectives, risk, time horizon, liquidity.
Advisory Mode
Clean screen-share UI. Chrome tucks away so the client sees only what matters.
Contacts + follow-ups
Every call, text, and meeting logged on the contact card. D1/D3/D5/D7/D10 cadence built in so nobody slips through.
Agent-only tools
Commission math, promotion tracking, 1/2 Rule projections. Never visible on client screens.
Team comms
Chatter-style feed, DMs, group channels, and record-scoped threads for your agency.
Today's thought
“Insurance isn't sold. Stories are. Bring the right story and the policy follows.”
— A reminder