Exclusive for Independent Life & Annuities Agencies

Stop Revenue Leakage.
Automate Growth.

We build the operational infrastructure that solves the 391% conversion penalty and recovers $500k+ in lost annual revenue.

Start Recovery Audit

Not a standalone tool. A complete infrastructure system.

391%
Conversion Penalty

The cost of delaying lead response by just 30 minutes.

67%
Admin Time

Time your agents waste on non-revenue generating tasks.

5-7 Days
Policy Issuance

Reduced from 30-50 days using our AI automation.

5-8x
Average ROI

Typical return on infrastructure investment within 12 months.

The High Cost of Inaction

Most independent agencies are hemorrhaging revenue across critical functions. Your "busy work" is costing you millions in valuation.

Lead Response Gap

Only 19% of web leads get a callback within 1 hour. A 30-minute delay creates a 391% conversion drop. We reduce response time to < 1 minute.

Renewal Churn

A 5% retention lift equals 25-95% revenue growth. Our proactive renewal engine targets the 91% retention tier automatically.

Compliance Risk

Manual NAIC suitability checks burn 15 hours/week and carry massive audit risk. We automate the documentation trail completely.

Infrastructure, Not Tools.

We don't sell chatbots. We install a complete 3-tier operational system designed to scale your agency without proportional headcount.

Foundation

Stop The Bleeding

Eliminate the 391% conversion penalty on missed leads.

  • AI Voice Bot & SMS for 24/7 Capture
  • Instant NAIC Suitability Qualification
  • CRM Integration & Warm Handoff
  • Missed Call Recovery Automation
Best For
Solo/Small Agencies (20-50 leads/mo)

Growth

Scale Without Headcount

Automate the entire lead-to-policy lifecycle.

  • Policy Issuance Acceleration (5-7 Days)
  • Automated Suitability Documentation
  • Cross-Sell Gap Analysis Engine
  • Digital Identity Verification
Best For
Agencies with 3-8 Agents ($2-6M Book)

Premium

Market Dominance

Full infrastructure for M&A valuation uplift.

  • Predictive Renewal Management (91%+ Retention)
  • AI Commission Reconciliation
  • Advanced Behavioral Segmentation
  • White-Glove Strategic Partnership
Best For
Established Agencies (8+ Agents, $5M+ Book)

Enterprise-Grade Security

We understand the regulatory burden of independent agencies. Our infrastructure is built with security and compliance at the core, not an afterthought.

SOC2 Compliant
NAIC Ready
Data Encryption
Carrier Integration
System Integration Status
AMS/CRM Sync Active
Carrier Commission Feeds Active
Suitability Audit Logs Encrypted

Implementation & Questions

How difficult is the migration?

We handle 95% of the heavy lifting. We integrate directly with your existing CRM and Carrier portals during the Week 1-2 Discovery Phase.

Do you replace my agents?

Absolutely not. We remove the "admin prison" (data entry, chasing leads) so your agents can spend 100% of their time selling.

Is the ROI guaranteed?

Our systems are designed to pay for themselves within 90 days via recovered leads alone. Most agencies see a 5-8x annual return.

Your Book of Business
is Leaking Value.

Stop the bleeding. Let's audit your response times and retention gaps today.

Schedule Strategy Session