"The best way to prevent chargebacks is to build a relationship with your clients.
The easiest way to do that is to automate the touchpoints so you can foster and grow that relationship without sacrificing your time following up."
“You do not rise to the level of your goals. You fall to the level of your systems.” - James Clear
Optional Automated Recruiting Addon
You drop the candidates in and the system does the work setting up an interview.
Leaving you time to focus on growing your agency and selling products to your clients.
One Platform To Manage All Your Recruiting. From First Contact, To Ready To Write
Giving you the freedom to do what's most important...
Write business, protect families, and teach others to do the same!
Wash, rinse, repeat.
Tracking. Tracking. And More Tracking
Record all candidates contact information into one spreadsheet for future use.
All interviews are automatically placed onto a spreadsheet and status updates every time you change something in the CRM.
A milestone driven onboarding sheet to ensure you're keeping up with your people.
Automate The Touchpoints, Not The Relationship
Make sure that you stay connected with the recruit during the studying and licensing process.
Start building that relationship as they respond to your automated touchpoints.
Focus on the most important things you have going on now, rather than trying to remember who you've talked to recently.
Consistent Processes, Repeated Over Time, With Clear Expectations
Make sure your new recruit knows exactly what to do and where to go by customizing your follow up with your admins onboarding processes.
Take Your Recruiting To The Next Level Without Sacrificing Time To Do It
Fill Your Calendar Without Making A Dial
Say goodbye to the things you're settling for now:
Losing Leads After Weeks
Sharing Leads with Agents
Printing Leads
Using Your Cell Phone
Tedious Workflows
5,000 Steps For 1 Simple Task
Constant Updates
Losing Sold Prospects
Having No Control
Horrible Support