Transparent Pricing

Built For
Top Producers

Scale your business with flexible pricing designed for insurance professionals who demand results, not promises.

Best Value

Monthly Subscription

Your complete life insurance business platform - built specifically for insurance agents. This is your all-in-one CRM, pipeline management, commission tracking, analytics, and agent tools. Leads are purchased separately below.

$497/month

2-Month FREE Trial • No Credit Card Required

Complete life insurance CRM & pipeline

Commission tracking with automatic calculations

Real-time analytics & performance dashboard

Application management system

Document management & storage

Mobile app access (work from anywhere)

Lead management & organization tools

AI-powered customer service tools

Priority customer support

Real-time notifications & alerts

Lead Options

• House Leads: FREE unlimited transfers, 40/60 split

• Pay-Per-Transfer: $55/transfer, 100/0 split (you keep all)

Important:

⚠️ This is PLATFORM ACCESS ONLY - does NOT include leads
📊 Leads are separate: Choose house leads or pay-per-transfer
💼 Built exclusively for life insurance agents and agencies

Start Free Trial

Pay As You Go

Live Transfer Credits

Buy AI-qualified warm transfers on demand. Each credit gets you one pre-screened prospect transferred directly to you with full context. Keep 100% commission. Credits never expire.

$55/per credit

Volume Discounts Available • Best for Low-Volume Agents

One AI-qualified warm transfer

Pre-screened via AI conversation

Real-time transfer to your phone and browser

Complete prospect context provided

Lead automatically added to CRM

Credits never expire

Volume discounts: 10+ (10%), 25+ (15%), 50+ (20%)

Best For: Agents who want 100% commission

Important:

⚠️ At 200 transfers/month = $11,000 cost
Consider House Leads (FREE unlimited) if doing high volume

Purchase Credits

Required - Month 3

One-Time Setup Fee

We prove value FIRST. Most agents earn $18,000-23,000+ in their first 60 days using our platform completely free. Month 3, reinvest $2,500 of the profit you've already made into your continued success.

$2,500/one-time

The system proves itself before you pay anything.

Months 1-2: Completely FREE trial

• Full platform access ($994 value)

• Unlimited warm transfers (house leads)

• You earn $18,000-23,000+ during trial

Month 3: One-time $2,500 investment

• Reinvest profits you already made

• Continue with proven success

You never pay for unproven promises

Invitation Only

Enterprise Plan

This tier is reserved for agents I personally sponsor who want to build their own team. If you're crushing it and want to grow your organization, we'll discuss promotion when you're ready.

Custom/contact sales

Focus on your production first. This comes later.

Build Your Team (Coming Soon)

Reserved for top producers who want to build and manage their own downline team.

Qualifications Required:

✓ 60+ deals/month personal production

✓ 6+ months proven track record

✓ Demonstrated leadership ability

✓ Direct sponsorship approval

Not Available Yet

Compare Lead Models

Choose the acquisition strategy that fits your production goals.

Model	Platform	Lead Cost	Commission	Earnings/Mo	Best For
House Leads	$497/mo	FREE (Unlimited)	Keep 40%	$10k – $11k+	High volume (150+ transfers/mo)
Pay-Per-Transfer	$497/mo	$55.00/Credit	Keep 100%	$15k – $18k+	Low volume only (< 75 transfers/mo)

Secure Payments

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