I.The levels
II.Infrastructure versus campaigns
What you get from a typical agency, and what you get from us.
Typical agencySore Thumb
FocusAny industry that will sign.Insurance and mortgage only.
CompetitorsOften several agencies in the same market.One partner per market. Area exclusivity.
ScopeCampaigns, with leads handed over.Demand, backend, strategy and AI as one system.
OwnershipAssets live in the agency’s accounts.Built in your accounts. You own everything.
LeadsShared or resold.Exclusive to your agency.
ReportingMonthly PDF.Live Agency OS dashboard.
AIOff-the-shelf tools, bolted on.Custom-built on your data, scripts and rules.
III.Configured by industry
i.Four lines
Insurance
For agency owners and growing agencies. Each line has its own buyers, rules and economics, so each gets its own build.
Health
→
Exclusive under-65 demand for agency owners and advisor teams, including USHA.
Medicare
→
Compliant AEP and year-round acquisition for brokers and FMO/IMO-style builders.
Home & Auto
→
Quote-ready homeowners and drivers, with bundling and renewals built in.
Commercial
→
Outbound and inbound systems that reach business owners and decision makers.
Insurance overview →
ii.Brokerages only
Mortgage
For mortgage brokerages and loan officer teams, not solo originators. Systems that keep a whole team of LOs supplied with ready borrowers.
Purchase
→
First-time and move-up buyers, qualified on timeline and nurtured through long purchase cycles.
Refinance
→
Rate-triggered demand, plus aged-lead reactivation the moment the market moves.
LO team distribution
→
Routing, capacity planning and performance reporting across every loan officer in the brokerage.
Mortgage overview →