One plan.
From goal to reality.
Most agents run on a vague goal and a busy calendar. These four tools line up in order: decide the number, turn it into a week, add a team, then see what it pays. Ten minutes gets you a plan with real numbers in it. Free, nothing to sign up for.
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They pass numbers to each other. The income you set in step one shows up as the activity target in step two, and the production you model in step three feeds off the same math. Start at step one and work across — or jump straight to whichever one you need today.
When you're in front of a client
1Product WizardEnter age and conditions — see exactly which products they can buy.
2Script NavigatorCard-by-card scripts for veteran life, IUL and mortgage protection calls.
Built for insurance agents by
Optimum.
Nothing is stored or sent anywhere — it all runs in your browser.
Works on your phone. Every tool has a save / print button.