Aigency Now is the SaaS, the locked sales playbooks, and the partner network behind motivated operators launching in Medicare, Final Expense, ACA, or a vertical you bring. You bring the drive, the capital, and the operator instinct. We give you the launchpad: a configured OS, a calibrated playbook for your vertical, hands-on coaching during onboarding, and warm intros to the recruiters and lead vendors we trust.
Motivated operators break out of an FMO, an IMO, or a lead-gen company knowing exactly what they want to build. Then they discover the launchpad underneath takes a year to assemble from scratch: the SaaS, the playbook, and the network. Each one is its own multi-quarter project. We hand all three to you on day one of your onboarding.
CRM, dialer, AI voice, compliance scoring, real-time reporting. Each piece sold separately. None built for insurance by default. None of them talk to each other without months of integration. Ours is one platform, calibrated for insurance, live from day one of your onboarding.
Scripts, rebuttals, dispositions, follow-up cadences. The kind of playbook that converts on real cohorts is built over years on real economics. We have three already locked inside the SaaS: Medicare, Final Expense, and ACA. Pick one and ship.
Recruiters who source quality licensed agents fast. Marketing partners who deliver real leads at honest rates. People who have actually shipped in this vertical. We open our rolodex, brief them on your build, and make the warm intro. You contract directly with the partners. No middleman, no markup from us.
Six things ship inside every Remote Agency Now engagement. Bring the drive and the operators. We give you the launchpad to move fast on the rest.
CRM, dialer, AI voice, compliance scoring, real-time reporting. We configure it to your vertical, your products, and your team during onboarding. Live from day one. Continues on a SaaS subscription after onboarding ends.
One of three pre-calibrated playbooks ships inside the OS: Medicare, Final Expense, or ACA. Scripts, rebuttals, dispositions, and follow-up cadences are already built. You install the playbook into your team, not the other way around.
We coach you and your operators through installing the playbook on real calls during the onboarding window. Live coaching, weekly reviews, real-time feedback inside the OS. We do not hand you a doc and walk away.
Need licensed agents fast? We open the rolodex of recruiters and bench-builders we trust across Medicare, FE, and ACA. Warm intros, briefed in advance. You contract directly with them. No middleman, no markup from us.
The marketing and lead-gen partners we work with across the three verticals. We make the introduction, brief them on your build, and you take it from there. Real lead sources, honest rates, no kickback layer.
A dedicated Aigency Now operator contact through your onboarding. Weekly transparent reporting on every metric inside the OS. After onboarding, you continue with full SaaS access and standing access to the partner network.
Medicare, Final Expense, and ACA each have a locked sales playbook already built inside the SaaS. Pick one at kickoff, we configure the OS to your products, install the playbook with your operators, and open the partner network. Vertical not on the list? See custom builds in pricing below.
The engagement runs in two phases. Onboarding is a defined 30 to 90 day window where we configure the SaaS, install the playbook with your operators, and open the partner network. Production is the ongoing phase, where you run on the SaaS subscription, your locked playbook, and your relationships across the network we introduced.
Setup fee paid. We configure the Aigency Now OS to your vertical, your products, and your team. Pre-calibrated playbook installed inside the SaaS for templates. Custom playbook build kicks off for custom verticals.
Warm intros made to the recruiters and lead vendors we trust. Hands-on coaching with you and your operators on installing the playbook on real calls. Your first calls hit the OS with real-time scoring.
Your operators run the locked playbook on real calls. Every call scored automatically by the OS in real time. Compliance flags surface immediately. You see what is working and what is not, the day it happens.
By onboarding exit, your operators are running the playbook fluently. Scripts, rebuttals, and dispositions are second nature. Reporting and compliance scoring run continuously inside your SaaS.
Add another vertical when ready: another template, a custom build, or a multi-vertical blended room. AI voice automations handle inbound, retention, and callbacks around the clock. Each vertical stacks on the last one.
A live SaaS configured to your build, a calibrated playbook installed with your operators, an open rolodex of recruiting and marketing partners briefed on your business, and a real-time view of every call your team makes.
Three operator profiles consistently come to Remote Agency Now. Each brings something different to the table. The launchpad is the same: a configured SaaS, a calibrated playbook, hands-on coaching, and a partner network briefed on your build.
You have run a vertical inside an FMO, IMO, or large agency. You know the carriers, the products, and the unit economics cold. You have capital to back yourself. What you do not have time to build from zero is the SaaS, the locked playbook, and the partner rolodex. We give you the launchpad. You bring the leadership and run it.
You own the lead flow. You have been selling those leads to agencies and watching them capture the conversion margin. You want to operate the agency yourself but do not have the SaaS, the playbook, or the recruiter network. We give you the conversion engine to drop your own traffic into. You stop renting the back end and own it.
You already run a producing agency in one vertical. You want to add another, but you do not want to rebuild the tech stack or write a new playbook from scratch. Drop a calibrated playbook into your SaaS, install it on a fresh cohort with our coaching, and stack the new vertical without reinventing the launchpad.
Most agency tech is built by technologists who have never run a floor, or by operators who have never shipped software. Aigency Now is the rare partnership of both.
Patrick brings 20 years in retail and business banking, with an extensive background in CRM and workflow automation inside one of the most scrutinized industries in the country. He leads a founding team of engineers who have spent their careers shipping audit-grade software for regulated environments, and is now applying that same discipline, supercharged with modern AI, to insurance distribution.
Ryan brings 15+ years in the insurance space, scaling blended agencies across ACA, Final Expense, and Medicare. The calibration cycles, scripts, rebuttals, and retention playbook Aigency Now ships were built against real cohorts and real economics inside his own agency, then hardened across the network before they ever became part of the OS partners now run on.
Every offer is structured the same way: a one-time setup fee covers SaaS configuration, playbook installation, hands-on coaching, and warm intros during a defined onboarding window. After onboarding, you continue on an ongoing SaaS subscription with full network access. We do not deliver agents and we do not handle your carrier contracting. We deliver the launchpad.
To have your operators running a calibrated playbook ahead of AEP and OEP, the onboarding needs to be scoped and kicked off now. We hold a limited number of onboarding slots each quarter for committed operators. Once a slot is filled, the next open window moves to the following quarter.
The SaaS, the locked playbooks, and the partner network are live across the operator network today. The fastest way to see if Remote Agency Now fits your build is a 30 minute strategy call.