How It Works
End Contracting Bottlenecks with Our All-in-One Solution.
Contracting as you know it is out the door. Contracting as you want it just arrived.
Simple Sign Up
Sign up today on this page with a simple purchase sign up and get assigned to a team that will start your onboarding process within the next 12 hours.
Onboarding Meeting
You will be assigned to a Account Rep who will onboard your agency into our proprietary systems that get your agency contracting up and running.
Contracting/License
Moving forward our team will handle all existing and new agent contracts and licensing support for your agents.
Full Agent Support
Your agents will have free support and contact with our team to ensure there are no snags in the processing of all your agent contracts.
Our Services
Ensure You Receive High-Quality Services
Our service ensures seamless agent onboarding, error-free applications, faster carrier approvals, proactive compliance management, time savings, increased revenue, simplified processes, improved agent satisfaction, scalable growth, and complete peace of mind for your agency.
Contracting
Streamline your contracting process with pre-filled, error-free carrier forms tailored to minimize delays. We assist in meeting carrier-specific requirements, such as product training and certifications, and act as a trusted liaison between your agency and carriers to expedite approvals and get your agents selling faster.
Licensing
We guide your agents through the entire licensing process, ensuring compliance with state-specific requirements. Our centralized platform allows you to track application statuses and deadlines effortlessly, while automated continuing education (CE) course recommendations and reminders keep your agents up-to-date and ready to sell.
Integration
Simplify your workflow with automated reminders for licensing renewals, CE deadlines, and contracting updates. We also partner with top insurance providers to offer affordable, tailored Errors & Omissions (E&O) coverage, ensuring your agents are always protected and compliance.
Operations
Effortlessly manage the contracting and licensing needs of large agent volumes without straining your resources. We address agent turnover by streamlining processes to minimize wasted effort and provide tailored support for unprepared agents, including training and resources, to ensure they’re ready to succeed from day one.
Pricing & Plans
Onboard Your Agency Today!
Get started today and get seamless agent onboarding, error-free applications, faster carrier approvals, proactive compliance management, time savings, increased revenue, simplified processes, improved agent satisfaction, scalable growth, and complete peace of mind for your agency.
$4000
/month
Monthly Billed
Get your agency started today and never look back or think about contracting bottlenecks again.
$3495
/month
Yearly Billed
Save on a yearly subscription ($500/month). Get your agency started today and never look back again.
FAQ
Explore our comprehensive FAQ section to find clear, concise answers to your most pressing questions about agent contracting, licensing, and onboarding. Whether you’re curious about our process, timelines, or how we can support your agency’s unique needs, we’ve got you covered.
Why wouldn’t I just hire a full-time team in house?
Good question! For starters, the annual cost of a full-time in house team exceeds $100,000, plus benefits. Aside from that, you may not always have enough work to keep them busy at all times, so you’re stuck paying for time you aren’t able to utilize.
Is there a limit to how many contracts I can have?
Once subscribed, you’re able to add as many agent and contracting requests to your queue as you’d like, and they will all be delivered.
How fast will I receive new contracts?
We work everyday to produce and push forward all your contracting, licensing and other service request. We are able to do so efficiently due to our administrative team blueprinted system.
What will I receive in 48 hours?
Typical onboarding is delivered in 24 hours. This includes onboarding your agency into our systems so we can start our data gathering, new contract request and organize your agency into our systems.
Are there any refunds if I don’t like the service?
Due to the high quality nature of the work, there will be no refunds issued, but you can cancel anytime. Our yearly subscription does cancel but you will be billed the monthly price based on the monthly subscription and refunded the rest.
Need More Info?
Ready to simplify your agent contracting process? Schedule a free discovery call today and see how we can help your agency save time, reduce errors, and onboard agents faster.