Your Agents Are Leaving for Agencies That Actually Support Them

89% of insurance agents leave within three years¹. Each departure costs you $15,000-$50,000 in recruiting, training & lost production. The agencies that are scaling right now aren't just recruiting better - they're retaining better.

Accepting 3 Agencies This Quarter | $16,000 Investment

Accepting 3 Agencies This Quarter

$16,000 Investment

The Hidden Hemorrhage Killing Your Agency

You built this agency to create freedom...

Instead, you've become a full-time tech support department.

The Repetition Trap

How many times this week did you answer the same question you answered last Tuesday? Explain the same onboarding step? Hunt down the same PDF that's "somewhere in the Google Drive"? Every hour you spend repeating yourself is an hour you're NOT recruiting, closing, or living your life.

The Attrition Trap

Every agent who leaves represents $15,000-$50,000 in sunk costs. Recruiting time. Licensing support. Training hours. Lost production. And the momentum they take with them when they join an agency that made them feel like they belonged.

The Invisible Comparison

Real talk: your agents are silently comparing you to other agencies. They see their friends with private communities, professional training systems, automated follow-up, and branding that makes them proud to represent their agency.

They're asking themselves: "Why doesn't MY agency have this?" And eventually, they stop asking and start looking. Ouch!

The Compound Cost

3 agents who leave for "better support"

= $45,000 - $150,000

10 hours/week repeating yourself = $26,000 annually (@ $50/hour value)

30% of recruits who ghost after 1 month = incalculable opportunity cost

Your sanity, family time & freedom = priceless

What If Your Agency Ran Like You Actually Imagined It Would?

New agents who know exactly where to go. Training that happens while you sleep. An AI that answers questions at 2am so you don't have to. A community where your team actually connects.

Infographic showing agency growth: upward arrows, digital dashboards, and client satisfaction metrics in blue and gray

A complete ecosystem.

One platform. One login. Everything needed to succeed.

Platform Tour

See It In Action

An 11-minute walkthrough of everything we build for your agency.

Website • Funnels • Community • Training • Automations • AI Bot

Everything You Need to Run a Modern Agency

The Executive package delivers complete infrastructure, not pieces & parts.

Your Agency, Everywhere It Needs to Be

  • Custom agency website

  • Recruiting funnel with lead capture

  • Financial services funnel

  • Branded calendar booking pages

  • Custom domain setup

  • Mobile-optimized everything

Where Your Team Comes to Grow

  • Private community hub

  • Up to 52-video onboarding course

  • Custom sales training library

  • Live event hosting

  • Agent resource center

  • File storage & organization

Built for Insurance - Work While You Sleep

  • Complete email & texting sequences

  • Lead nurture automation

  • Agent onboarding workflows

  • 5 pipelines (leads → leadership)

  • Full database migration

  • Google review collection

  • Social media calendar - pre-load for the month

Your 24/7 Agency Assistant

  • AI Knowledge Bot trained on YOUR agency

  • Answers agent questions 24/7

  • Available via chat AND phone

  • Qualifies leads automatically

  • Books appointments for you

  • Never sleeps, never forgets

Team of insurance professionals collaborating over strategy charts and digital screens, blue and white office setting

Your Agency In Your pocket

Give your agents a unified home where training, community & growth happen seamlessly.

Chats

Live videos

Training Course

Events Calendar

Celebrate Wins

Announcements

Links & Resources

Mobile Friendly

From Scattered to Scaled in 14 Weeks

Here's exactly how we take you from overwhelmed to operational.

1
Week 1

Blueprint & Foundation

We map your entire agency ecosystem and create your custom build plan.

  • 90-minute strategy session
  • Brand asset collection
  • System architecture planning
  • Timeline & milestones confirmed
2
Weeks 2-5

Build & Design

Your agency's digital infrastructure comes to life.

  • Website design & development
  • Recruiting & financial funnels
  • Community platform setup
  • Calendar & booking integration
3
Weeks 6-9

Training & Integration

We build your training library and connect all the moving pieces.

  • Up to 52-video course built
  • AI Knowledge Bot trained
  • Email & SMS automations configured
  • CRM pipelines & database migration
4
Weeks 10-13

Polish & Launch Prep

Testing, refinements, and getting you ready to go live.

  • Full system testing
  • Refinements & optimization
  • Team training & walkthrough
  • Pre-launch checklist completed
5
Week 14

Launch & Handoff

You're officially operational. We celebrate together.

  • LIVE community launch support
  • Final quality assurance
  • Documentation & handoff
  • You're live!

No six-month build. No figuring it out alone.

Just a clear path from here to launched.

Apply for Executive Access

The Investment

Everything you need to stop losing agents to agencies with better systems. Built, branded, and launched in 14 weeks.

Executive Agency
$16,000
$1k + $1,463 mo. 12 mo. with Klarna
Setup + $299/month ongoing
Pay in Full
$16,000
Payment Plan
4 × $4,000
Apply for Executive Access
Complete website + 2 strategic funnels
Private community platform
Up to 52-video training course
AI Knowledge Bot (chat + phone 24/7)
Complete automation ecosystem
5 CRM pipelines + full database migration
LIVE launch support from our team
One month content creation (15-20 videos)
Monthly strategy calls (year one)
Priority same-day support
Google review collection system
Social media calendar + scheduling

Stop Paying for Scattered Tools

Replace WhatsApp groups, Facebook threads, Zoom links, and duct-taped systems with one platform.

What You're Probably Paying
Community platform $50-99/mo
Course hosting $99-199/mo
CRM / Pipeline $97-297/mo
Email marketing $50-150/mo
Scheduling tool $15-30/mo
Website hosting $30-50/mo
Total $341-825/mo
Agency Alive
Community platform
Course hosting
CRM / Pipeline
Email marketing
Scheduling tool
Website hosting
Total $299/mo

One platform. One login. One investment that actually pays for itself.

We Didn't Build This From the Outside Looking In

I've been in your world.

I spent a lot if time with Symmetry. I've been to the Agency Owner Academy. I've spent many days at resorts with agency owners, sitting poolside with drinks in hand, listening... and you know what I heard over and over again?

The same frustrations. The same struggles. New agents who disappear after a a few months, AFTER you trained them. I saw training materials scattered across Google Drive folders that nobody can find. I'll bet you're repeating yourself so much that you've started dreaming about onboarding steps! I'm guessing you're tired of watching good people leave for agencies that just seemed to have their act together.

I started making mental notes. What if there was a better way? What if technology could actually solve these problems instead of creating new ones?

Then I met Joy.

She brought 20+ years of technical systems expertise. I brought 20+ years of web development, the entrepreneurial spirit, and a head full of ideas from every poolside conversation I'd ever had.

Together, we built Agency Alive.

This isn't something we dreamed up in a boardroom. It's the answer to problems I watched agency owners struggle with for years. Problems I understood because I was right there with you, listening, taking notes, and waiting for the right moment to build something that works.

❤️ Melanie Fisher, Co-Founder SolLight.io

Integrate with Agent Promoter Leads

Insurance agency owner reviewing digital growth analytics on a tablet, surrounded by modern office elements and blue accents

Maybe you're already investing in Agent Promoter leads. You can give those leads a professional home where they're nurtured automatically.

  • Direct integration with Agent Promoter – Leads flow instantly into your system

  • Automated follow-up sequences – Every lead gets immediate response and consistent nurture

  • Track progress from inquiry to licensed agent – See exactly where each lead is in your pipeline & follow up over time!

Insurance agency owner reviewing digital growth analytics on a tablet, surrounded by modern office elements and blue accents

52 Comprehensive Training Videos Replace Outdated Handbooks

Insurance agency owner reviewing digital growth analytics on a tablet, surrounded by modern office elements and blue accents

YOU will train your agents! No more thick agent handbooks, messy PDFs agents can't find, outdated Word documents with broken links.. no more training materials scattered across Google Drive folders.

  • Professional video training library 52 modules covering everything from pre-licensing to advanced sales strategies

  • No more printing 100-page handbooks – Accessible anywhere, anytime, from any device

  • Self-paced learning that actually works – New agents get up to speed faster without constant hand-holding

Insurance agency owner reviewing digital growth analytics on a tablet, surrounded by modern office elements and blue accents
Case Study

From Scattered to Scaled

The infrastructure behind a serious agency.

PacWest Agency
Before
  • Agents scattered across WhatsApp, Facebook groups, text chains
  • Training lived in random Google Drive folders nobody could find
  • New agents constantly asking the same onboarding questions
  • Leadership drowning in repetitive support requests
  • No centralized community—agents felt disconnected
After
  • 52-video training course agents complete on their own
  • Private community where agents connect, celebrate, and support each other
  • AI bot answers questions 24/7 so leadership isn't constantly interrupted
  • Organized workflows keep everyone on track without hand-holding
  • Professional systems that make agents proud to be part of the team
PacWest Agency Platform - Custom Courses, Website & Funnels, Community
"I'm now spending less time on administrative tasks and more time doing what I do best: recruiting and coaching great agents."
— Darin, PacWest Agency

Your agency deserves infrastructure that matches your ambition.

Questions Agency Owners Ask

We've had these conversations before. Here's what comes up.

How long until I see results?

Most agencies see immediate impact from organized systems and automated follow-up. The full transformation unfolds over 3-6 months as your training library builds, your community activates, and your agents start engaging with the platform daily.

Do I need to be technical?

Not at all. We build everything. We train your team. We provide ongoing support. Your job is to show up, approve designs, and record your training content (with our guidance).

What if I already have some systems in place?

We migrate what's working and replace what isn't. Most agencies are paying for 6-10 scattered tools that don't talk to each other. We consolidate everything into one integrated platform.

How is this different from just using GoHighLevel myself?

Well, bless your heart... if you want to do this on your own, I hope you have a lot of time (like years) to learn it. While you were building your agency, we were in the trenches learning and building our business on this software so you don't have to! Yes, HighLevel is powerful, but it's a blank canvas. Most agency owners spend months trying to configure it for insurance. We've already solved that problem with industry-specific workflows, training structure, and community features built in.

What about the AI bot, how does it actually help my agents?

Your AI bot is trained on YOUR specific Agency knowledge base as well as corporate knowledge base. It's got carrier info, onboarding steps, licensing requirements, FAQs. Agents text or call it anytime, get instant answers, and stop pinging you at 10pm asking where to find the contracting link. Yay!

What happens after the 14 weeks?

You get a fully built, fully trained platform. Ongoing support is $299/month and includes platform access (no more Calendly, WhatsApp, MailChimp... replaces too many companies to list). You'll get automatic software updates, troubleshooting, and monthly strategy calls with us during the first year.

What's the refund policy?

Due to the custom nature of this build, deposits are non-refundable. However, we don't move forward until you're excited about the plan, that's what the discovery call is for.

Why is it important for me to be the one in the training videos?

Because your agents didn't join a platform, they joined you. When they see your face teaching them the ropes, guiding them through the hard stuff, showing up consistently, they feel like they're part of something real. Like their leader actually cares. Like they belong to a team, not just a downline. And here's the beautiful part: you record it once, and it keeps working for you. You could be on a beach sipping mai tais while a brand new agent watches your training at midnight and feels like you're right there with them. That's leverage and leadership.

Is this the future of insurance agencies?

Absolutely, yes. In the future, every serious agency will have a community, organized training, and systems that actually work together. We're going to look back on these days, the scattered WhatsApp threads, the buried Google Drive files, the same questions asked 47 times, and wonder how we ever survived without this. The agencies building this infrastructure now? They're the ones who'll be miles ahead when everyone else finally catches up.

Stop Watching Good Agents Leave for Agencies That Have Their Act Together

You've read this far because you know something needs to change.

Let's build the system that makes your agency the one people don't want to leave.

Only 3 spots available this quarter.