The portal for independent agents
People first.
Policies second.
The portal independent life & annuity agents use to run live advisory sessions — with real-time AI that listens, remembers, and ranks what's right for the family across the table.
100+
Approved products
12
Carriers wired in
7-factor
NAIC fit score
Live Call AI
Transcript, structured notes, and live policy-fit ranking update as the conversation unfolds.
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.
TCPA-grade CRM
Consent tracking, activity history, policy ledger — audit-ready from day one.
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
“Your client isn't buying a policy. They're buying peace of mind for the people they love.”
— A reminder