Six Figure Agent System

Run Your Entire Insurance Agency From One System

Manage commissions, teams, downlines, and VA workflows in one place.

Everything You Need to Scale an Insurance Agency

Smart Lead & CRM System

Track every lead, conversation, and appointment in one place with full pipeline visibility.

AI Follow-Up & Automation

Never lose a lead again — automated texts, emails, and appointment booking handled for you.

Commission Tracking System

Upload carrier statements and automatically track production, payouts, renewals, and chargebacks.

Team & Downline Management

Manage agents, team leaders, and VAs with full hierarchy visibility and performance tracking.

VA Workflow Automation

Your virtual assistants always know exactly what to do each day with automated task assignments and scripts.

Carrier & Sales Tools Hub

Quick access to carrier links, quoting tools, and sales scripts to speed up every call and application.

Ready to get started?

Choose Your Plan

Simple pricing built for solo agents, growing teams, and large insurance agencies.

Basic Plan — Solo Agent Edition

$197/m

For independent agents who want clean commission tracking without the spreadsheet headache.

  • 1 Agent Seat

  • 1 VA Seat Included

  • Multi-Carrier Commission Statement Uploads

  • Automatic Chargeback Detection

  • Weekly & Monthly Earnings Dashboard

  • Policy-Level Transaction History

  • CSV Exports

  • Commission Breakdown by Carrier

  • Persistency Tracking

  • Basic CRM & Client Notes

  • Renewal Tracking

  • Secure Cloud Access

No contracts - cancel anytime

Premium Plan — Up to 5 Agents

$497/m

Perfect for growing agencies ready to stop chasing spreadsheets and manually tracking production.

  • Up To 5 Agent Seats

  • VA Access Included

  • Multi-Carrier Statement Uploads

  • Automatic Commission Parsing

  • Weekly Production Tracking

  • Automatic Chargeback Detection

  • Full Payout History

  • Team Production Dashboard

  • CRM & Follow-Up Automation

  • Client Notes & Activity Tracking

  • Renewal & Persistency Tracking

No contracts - cancel anytime

Enterprise Plan — Agency Owner Edition

$997/m

Built for agency owners managing multiple teams, downlines, and carrier production at scale.

  • 8 Seats Included

  • $100/mo Per Additional Agent

  • Downline Organization & Hierarchy Tracking

  • Team Leader Dashboards

  • Commission Reconciliation Across Carriers

  • Production Leaderboards

  • Role-Based Access Controls

  • Agent & VA Management

  • Agency Performance Reporting

  • Team Production Visibility

No contracts - cancel anytime

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