Build a Team, Not a Task List.

Your whole recruiting process—automated, tracked, and on-brand.

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streamline your onboarding

The System That Helps You Recruit Like a Pro

From day one to first sale, manage every step of your new-agent journey—onboarding, licensing, and contracting—under one roof.

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Onboarding

Automate recruit intake, document uploads, and agreement signing—all in one place. No more chasing emails or lost files.

Notification

In Pre-Licensing Course

Taking State Exam

Applying for License

Licensing

Stay on track through pre-licensing courses, exam scheduling, and application filing with real-time reminders and status updates.

Labels

Licensing

Contracting

First Sale

Recruit

Agent

Contracting

Guide recruits through carrier contracts, FFL portal registration, and trainings with automated reminders..

And more

learn

Unlicensed recruits

Our system takes recruits from “unlicensed” to “ready to sell,” while keeping you in the loop at every stage.

Pre-Licensing Course

Once a recruit starts their pre-licensing course, automated reminders go out until they either complete the course or the course expires.

Resident State License

After the course, recruits are guided through their state exam and licensing requirements—step by step—until they’re officially licensed in their resident state.

grow

Licensed recruits

Licensed recruits move straight into contracting after onboarding. Background details are automatically collected so your contractors have everything they need to get them selling faster.

Carrier Contracts

Recruits need multiple profiles to contract. Our system makes this process simple and streamlined, so your time is spent on training—not paperwork.

Agent Requirements

E&O coverage, AML certification, forms, trainings, and more—our system tracks and organizes it all, saving you from the endless follow-up.

Stop chasing. Start scaling.

Let our system handle the details so you can focus on leadership and growth.

Book my demo

Pricing Plans

Starter plan

Launch fast—plug-in onboarding in 48 hours.

$97

/mo

+ One-time setup fee of $1,000

Core onboarding CRM & workflows

Custom branding

Full system training

2 support hours /mo

1 hiring manager seat

Add-ons:

Extra hiring-manager seats: $50 /mo each

SMS bundle: $50 /mo

Get started

Growth plan

Tailored automations keep recruits moving.

$147

/mo

+ One-time setup fee of $1,500

Everything in Starter

Up to 5 custom steps & workflows

Monthly optimization check-in

3 support hours /mo

Up to 5 hiring manager seats

Add-ons:

Extra hiring-manager seats: $50 /mo each

SMS bundle: $100 /mo

Get started

Enterprise plan

Done-for-you agency rollout with VIP support.

$247+

/mo

+ One-time setup fee of $3,500+

Everything in Growth

Multi-agency setup in your own GHL

Quarterly strategy call

5 support hours /mo

Unlimited hiring manager seats

Get started

faq

Frequently asked questions

How quickly can I get started with my new CRM?

When is payment required to start the process?

Can I add my team members?

What support is available once my CRM is ready?

How much time will this CRM save me?

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Build a Team, Not a Task List.

The System That Helps You Recruit Like a Pro

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Onboarding

Licensing

Contracting

Unlicensed recruits

Licensed recruits

Stop chasing. Start scaling.

Pricing Plans

Pricing Plans

$97

$147

$247+

Frequently asked questions

Video Overviews

Let’s Get to Work.