One-Month trial with up to 20 agents.
Cost: Free
Try our platform, completely free, with a small group of agents for one month. You will have real-time updates into the licensing status of these agents.
See how much your agencies love onboarding through our platform and how much time your team saves on the initial onboarding. Plus, give your compliance team or carrier partners confidence that you are selling only through properly licensed agents!
Click below to schedule an onboarding call to walk through the steps needed to use our platform. These involve providing information on the carrier you're working with (so we can run the compliance checks), the appointment agreement you use for contracting, and a few other details.
Two-Month trial with up to 100 agents.
Cost: $199
Have a larger agency or a few agencies you'd like to test this on? Try our paid trial version for two months. You will have real-time updates into the licensing status of these agents.
See how much your agencies love onboarding through our platform and how much time your team saves on the initial onboarding. Plus, give your compliance team or carrier partners confidence that you are selling only through properly licensed agents!
Click below to schedule an onboarding call to walk through the steps needed to use our platform. These involve providing information on the carrier you're working with (so we can run the compliance checks), the appointment agreement you use for contracting, collecting the $199 payment, and a few other details.