: Run your agency in one place
Your roster, who reports to whom, and every agent’s AP in one place. Unsold leads you hand out stay with the agency.
Your agents keep their own login. Team leaders see their own team, and you see everyone.
$19a month for the owner
Joining is free for your agents. Their CRM or CRM + Dialer is their own, or yours to cover.
Summit Life Group
- AP this week
- $48,000
- Policies this week
- 24
- Late leads
- 0
- On call
- 2
Roster (6)
You
Owner
Everyone: 6 People · 24 Policies · $48,000
- 6 Policies · $12,000
Alicia ReyesOn Call
Team Leader · Senior Agent
Their Team: 3 People · 16 Policies · $32,000
- 2 Policies · $4,000
Keisha Price
Agent
- 2 Policies · $4,000
Devon Ellis
Agent
How It Works
- Step 1
Add Agency
Name it and add Agency for $19 a month. Invite your agents by email; they keep their own login.
- Step 2
Set Up Your Teams
Put each agent under the team leader they report to. A team leader who adds Agency runs their own team inside yours.
- Step 3
Distribute Leads
Buy agency packs or import your own lists. Leads go only to the agents you check, each in a State they list, or into the Lead Pond for them to pull.
- Step 4
Team Figures
See who calls fast, who reaches people, and who writes business. Move a lead that has waited too long for a call.
What’s Included
Your Roster
Every agent as a tree, with their title, licensed States, and who they report to, as many levels deep as you need. An On Call badge shows who is on a call.
Every Agent’s Own Figures
Dial time, talk time, pickup rate, contact rate, policies, and AP for every agent on every lead they work, sorted any way you like. Split by WRITTEN and imported leads.
Team Leaders
Any agent can run their own team inside yours with Agency at $19 a month and see only their own people. You still see everyone.
Leads Stay With You
Agency leads belong to the agency. When an agent leaves, the unsold ones come back to you with their callbacks, or to the Lead Pond if they came from it.
Lead Pond
Put a list in the Lead Pond and your agents pull from it, oldest first and only in their States, up to a daily limit you set.
Cover Plans
Pay for an agent’s CRM or CRM + Dialer on your card, at the same $39 or $79 a month, with their phone usage at cost and a monthly limit you set. Stop covering any time and they can keep it on their own card.
Questions
What Does It Cost?
$19 a month for the agency owner, with or without a CRM plan. Joining is free for your agents. Their CRM or CRM + Dialer is theirs to pay for or yours to cover, and a team leader adds Agency to run their own team. Cancel any time: the agency pauses and nothing in it is lost.
Do I Have To Buy Leads?
No. Import your own lists, buy WRITTEN leads at $30 a lead, or do both. Team figures count every lead your agents work, and they work imported leads in the CRM.
Can My Team Leaders See Their Own People?
Yes. A team leader adds Agency for $19 a month and sees their own team’s leads and figures, invites agents under them, and buys for their team. They never see anyone else’s.
Can I Pay For My Agents’ CRM?
Yes. Cover an agent’s CRM ($39 a month) or CRM + Dialer ($79 a month, phone usage at cost on your card, with a limit you set). Stop covering any time: it runs to the end of the month you paid for, and they can keep it on their own card with no gap.
Do My Agents Keep Their Own Leads?
Yes. Leads an agent buys or imports themselves are theirs to work, and you never see who they are. Their figures count on Team, though: dial time, talk time, contacts, policies, and AP on every lead they work.
What Happens When An Agent Leaves?
Unsold agency leads stay with the agency and come back to you with their callbacks, or to the Lead Pond if they came from it. The agent keeps their account, their own leads, and any lead they wrote a policy on.