A few minutes and your assistant is live on every channel.
Getting started
Who's setting up?
This decides your pricing and what you can do.
I'm a Broker
Buy the platform and seats for your downline. Sold in packs of 10 seats. A dashboard over your whole team.
Independent Agent
Just you, or a few licenses. Premium single-account pricing — no team dashboard.
Your plan · Broker
The Broker command center
Your dashboard over every agent, plus the tools to run and grow the team.
$997/month + $4,500 one-time setup
- Broker dashboard — see the whole team, drill into any agent
- BookSync, onboarding & the snapshot system
- Your own AI assistant
- Buy & assign agent seats across tiers
- A2P registration covered by Ignite
Your plan · Independent
Choose your tier
One-time setup $2,500. Pick the tier that fits — upgrade any time.
Phone & carrier
Go live on the phone
Your assistant gets a business number. Forward your missed calls to it and it answers instantly.
Channels
Connect your social (optional)
Let your assistant answer DMs too. Skip and connect later.
Connecting opens a secure Meta / WhatsApp sign-in — you can skip and do it in settings.
Your agents
Buy agent seats
Sold in packs of 10, minimum 10, in increments of 10. Each seat spins up its own sub-account you'll see in your dashboard. 15% off at 10+ in a tier.
Add-on
The lead engine (optional)
Done-for-you funnels — IUL, Annuity, Final Expense & a recruitment funnel — wired to your domain, your assistant working every lead.
Add the funnel bundle
IS
Your assistant is live.