Talk directly with our co-founders to see how we can take your business to the next level.
Get Contracted
Complete this form to gain access to our technology, marketing, training, support, and compliance solutions. We'll walk you through our simple onboarding process.
We’ll help you incorporate new systems, technology, and marketing techniques to increase your bottom-line.
618
Agents Contracted
57
Agencies
576
Carriers
42
Custom Software Apps
Technology
We help you cross-sell supplements at a high level because of our proven presentation process. Earn more on each sale with our efficient cross-selling processes.
Quote health, supplements, and life in one seamless presentation
Easily show how supplements complement other plans
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
Marketing
Marketing and prospecting for new clients is the life blood of any business. Make the most of your marketing efforts by earning more per sale. When you cross-sell at a high level, you are maximizing the return on your prospecting time.
White-label all our tools, materials, and resources to reflect your brand
Training
Cross selling supplements is simple when you are trained on how to fill in the gaps left by the average health insurance plan. We train on the best products and how to put your client in the best possible position.
Systems to ensure agents stay compliant and protected
Compliance training and best practices
Take your business to the next level.
All agencies and agents have bottlenecks slowing their growth and we help YOU find the solution. The systems we’ve developed and refined over the years will make you more efficient and help grow your business.
Bottom-line: we’ll help you get more done in less time!
Don't take our word for it.
Hear from the agents and agency owners who have experienced massive growth.
Our Carriers
Contract with over 100 of the top carriers in the nation!
See what our carriers say about us.
Endorsements from the biggest names in the industry.
Custom Technology Platforms
We don’t piece together out of the box solutions. We have an end to end, proprietary solution for every line of business.
Our technology will help you become more efficient and automate daily, monotonous tasks, so you can focus on what you do best - supporting your clients at the highest level!
Our calendar is full of COMPASS trainings - we don’t cut corners and solely rely on carrier trainings. Our most valuable trainings are conducted by our top agents and line of business directors.
Our trainers are actively working in the field, so they have up to date knowledge on the industry and best practices.
