Independent broker network
Keep your brand. Keep your clients. Grow with better tools.
Join a broker-friendly platform built for lead opportunities, compliance support, CRM, Spanish resources, AI follow-up, and simple customer experiences.
Broker model
Broker-owned client3%–5%
Company warm lead10%–15%
Appointment lead20%
Paid exclusive lead25%
Percentages are planning examples and should be finalized in broker agreements.
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Lead opportunities
Company-generated leads can be routed by state, product, language, availability, and performance.
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Business tools
CRM, follow-ups, notes, document upload, templates, training, and renewal reminders.
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Compliance support
Track consent, licensing, source tags, application notes, and documentation in one place.
Broker interest form
This is a demo form. Production should verify license, NPN, E&O, state approvals, carrier appointments, and CMS certification if needed.