For Agency Owners

Scale the agency past yourself.

You've hit the ceiling of what one person can produce. Agency Jumpstart gives you the recruiting, training, marketing, and technology infrastructure to grow a team — across Medicare, life and final expense, ACA, and annuities.

Book a Discovery Call

Recruiting Support

  • Recruiting messaging and materials you can actually send
  • Interview and vetting framework for new producers
  • Onboarding path so new hires produce sooner
  • Retention systems that reduce first-year churn

Overrides & Comp Strategy

  • Transparent downline override structure
  • Comp levels mapped to production and agent count
  • Guidance on GA / MGA / SGA advancement
  • Help modeling agency revenue as you grow

Team Training

  • Live and recorded training your whole team can use
  • Phone-sales system taught consistently across producers
  • AEP readiness planning for the entire agency
  • Certification and compliance support at scale

Agency Tech Stack

  • Shared CRM with agent-level pipelines and reporting
  • Lead distribution and follow-up automation
  • Production dashboards by agent and product line
  • A tech concierge to configure and maintain it

Already have an agency and contracts elsewhere?

Bring your book. We'll review your current comp levels, override structure, and release requirements, then map a transition that doesn't disrupt your producers mid-season. If moving isn't in your interest, we'll tell you.

Understand commissions and overrides

Schedule

Grab a time with our team.