One pilot, 90 days, your numbers.
There is no menu to choose from on a first call, because you would be choosing without data. Every agency enters the same way: a single pilot small enough to run cleanly and big enough to tell you something true.
What “small” actually means.
A pilot is deliberately one of each. Widen any of these three and you are no longer running a test, you are running an unstaffed department.
One trigger
A single moment in your agency: a new homeowners bind, a renewal review, an added driver. Not a list, and not your whole book.
One product line
Mortgage protection, term, or accident. Five product lines at launch means five compliance regimes and five skill sets, which is how these programs fail.
One consented group
Only clients who opted in to a free protection review. No bulk lists, and no cold calls to anybody in your book.
Week zero to day ninety.
- Week 0–2
Fit call and design
We pick the trigger (a new homeowners policy, for example), the product and the client group, and confirm licensing.
- Days 1–90
Run the pilot
Clients opt in to a free protection review at bind or renewal. Licensed producers run the review under your brand.
- Day 90
Review your numbers
Reviews booked, applications, placed policies. You choose Offer A, Offer B, or exit on terms agreed up front.
What the day-90 review puts in front of you.
Every line below is a count we can produce, not a projection. We do not bring you a revenue model, because a model proves nothing and you have no reason to believe ours.
- Protection reviews booked, and how many were held
- Applications submitted
- Policies placed, and paid premium
- 13-month persistency, once the policies are old enough to have it
- Producers licensed and contracted (Offer A pilots)
You also see the honest denominators: how many clients were asked for consent against how many policies were bound, and how many booked reviews were actually held. A program that books well and holds badly has a scheduling problem, not a product problem, and you should be able to see which one you have.
Three doors at day 90, all of them open.
Offer A. Your producers get licensed and write the business themselves, under your agency. See what each offer requires →
Offer B. Our licensed specialists keep running the desk under your brand, with a written path to bring it in-house later.
Exit. You stop, on terms agreed in writing before you signed — covering renewals on in-force policies, who services them, and the return or destruction of any client data we held.
The exit terms are settled up front on purpose. An exit you have to negotiate while leaving is not an exit, and an owner who cannot see the way out should not be signing the way in.
The pilot is light on your staff, not free.
Under Offer B, the new work is one question asked at bind and renewal, and somebody at your office has to actually ask it. Consent requests per bind is the first number we look at, because when it drops the pilot stops having anything to measure.
Under Offer A, the ask is larger and it is yours: producers who finish licensing, calendar time blocked for life and health that does not get eaten by service work, and E&O confirmed to cover life and health lines before the first sale.
In both cases you approve every client-facing message before it goes out. That is a commitment, not a courtesy.
Request a 20-minute fit call.
No pitch deck and no pressure. We look at your agency’s lines and team and tell you whether a pilot fits. If it doesn’t, we’ll say so.
Request a fit call- Your lines, producers and client base
- What happens today when clients ask about life insurance
- Offer A or Offer B, and what a pilot would look like
- Licensing and contracting steps for your state