The scripts, compliance rules and playbooks you set flow down to every agency in your downline. 100% of their calls are recorded, transcribed and graded within seconds of hangup. You switch between agencies from one login, without asking anyone for a report.
Screen shared, no slide deck. We grade a live call in front of you, walk the downline view, and show the simulation bots your newly contracted agents would train on.
Start this week and your first agencies go into the season on one hierarchy, with your rubric grading from day one. The templates ship configured. Agencies customize, they do not build.
The question we ask every FMO. How long does it take a newly contracted agent in your downline to write their first app? If the answer is longer than you would like, the production section below is the part to read.
You pull one record. The evidence was captured while the call was happening, not reassembled from an agency's exports a week later.
Recording, transcript, score, agency and agent on the household record, retrievable on demand.
Role-based access and field visibility set at the top: an agent sees their book, an agency sees its floor, you see the downline. Agencies never see each other.
Who was certified on what and when, from the LMS, next to the calls they then made.
Every agency in your downline is its own organization under yours: its own data, its own members, its own floor. What you set at the top is pushed down. What they do on the phones comes back up as a grade.
Roles, permissions and field visibility are created once at the FMO and synced to every agency. Your compliance rubric grades their calls. Your scripts are pinned on the lead flows you share, so an agency cannot swap your compliance language out.
Turn your analyzer on for the downline and it grades every call your agencies take on the campaigns you share, seconds after hangup. The results land in your dashboard, by agency and by agent. You see the volume estimate before you switch it on.
Switch into any agency in your tree without a separate login: its members, settings, queues and live floor. Listen, whisper or barge on a live call. Pause a lead source to an agency the moment something is wrong and resume it when it is fixed.
You hold the vendor. You decide which agencies get its calls, in what order, on which campaigns. The platform pings their eligible agents, measures the handoff, and grades the call against your rubric when it ends.
Rank the agencies on each lead source. Your own agents are always first; then rank one, then rank two. The agency never sees its rank.
The vendor side sees "N agents at the agency", not names and contact details, unless the agency chooses otherwise.
Routing to an agency stops the moment you switch it off and resumes when you switch it back. Revoking is permanent and needs a new proposal.
Every agency in the downline trains on the same curriculum and the same AI simulation bots: practice calls that sound like real prospects, graded on the rubric their live calls will be graded on. An agent clears the bar before a paid lead hears them.
In Q1 our flagship agency launched a Final Expense vertical on the platform. New agents trained on the LMS and simulation bots were on the phones in under two weeks and at a sub-$200 cost per acquisition by week three. ACA agencies get agents dialing in under a week at a sub-$80 CPA.
One curriculum, one certification, one rubric, so a contracted agent in Phoenix is held to the standard you set in your office.
Calls, grades, flags and training status by agency and by agent, from your login, the day the agency goes live.
Implementation is hands on, so our team caps how many organizations we stand up before each window opens. Your FMO and its first agencies go live together, on one hierarchy, with your rubric grading from day one.
Book the demo and we will tell you honestly which agencies we can have live in time.
Book a 30-minute demoLife and annuity downline, no season pressure? Book a standard demo
Run a single agency rather than a downline? The agency page is written for you.
Thirty minutes, screen shared. If we cannot have your first agencies live before the window opens, we will say so on the call.