Maximize Your Insurance Business's Full Potential

A 15-Minute Call Could Change Your Insurance Career
**Our industry-leading tools are available at NO COST to agents or agencies. You may even qualify for $75 in lead credit! **

The Compass Difference

We’ll help you incorporate new systems, technology, and marketing techniques to increase your bottom-line.
Agents Contracted
Custom Software Apps


It is VITAL that Agents have the best and most efficient tools available to run their business. Our technology systems were built in-house FOR agents BY agents to increase your efficiency.
Quote health, supplements, and life in one seamless presentation
Quote every available ACA product nation-wide!
Easily analyze plans side-by-side
Automate your quoting, presentation, analysis, and client follow-up
With one-click send all follow-up costs, benefits, and brochures
Educate prospects the right way for industry leading persistency


The #1 bottleneck for new and veteran agents alike is getting in front of new clients. At Compass, we help you outline a personalized marketing plan so that you can keep your pipeline full.
Proven Marketing Activities
Personalized marketing plan reviewed by a top agent
Leading insurance marketing/prospecting education
Lead credit program based on production
Referral partner program
Personalized WEBSITE (not just a page on our site)
Done-for-you and compliant social media marketing
Local event support - w/ custom banners and promo materials
Custom business cards and marketing materials
White-label all our tools, materials, and resources to reflect your brand


Carriers often say that Compass provides the best training in the industry. We train our agents on everything from legislation changes to product updates.
Exclusive, LIVE, weekly trainings from the top agents in the industry
Exclusive, LIVE trainings from carriers
Annual Open Enrollment Bootcamp (The Health Insurance Industry’s TOP conference)
In-depth, line of business specific mini-bootcamps
AHIP Days and certification support
Learn from top agents in the industry


Whether you're just getting started or a veteran agent, we give the support you need to take your business to the next level.
Access to instant support with technology, products, underwriting, and applications
Commission reconciliation support
Access to central resources with agent guides and product brochures
Support with all Compass systems and processes


Protect your book of clients and your livelihood by conducting your business compliantly.
Automated data gathering compliance forms
CMS compliant systems
Systems to ensure agents stay compliant and protected
Compliance training and best practices
Secure uploads and encryption services

Don't Take Our Word For It

Hear from the agents and agency owners who have experienced MASSIVE growth