Features

Built around how field enrollment actually works.

Institution memory

Every visit leaves a note for the next agent.

Who they reached, what happened, when to call back.

  • A note on every claim
  • Read it before you claim
  • Nobody starts cold
Fairview High School Garland, TX 75040 Available
1200 Oak Hollow Drive
(972) 555-0148 ›
Last claimed by Dev Marsh
NOTES3 notes
DMDev MarshLATESTCalled Oct 2
Spoke to
Ms. Grant, assistant principal
Outcome
Follow up later
Call back
Tue, Oct 21

Wants a breakfast for staff after fall break. Front office is friendly, ask for her by name.

View more notes (3) ›
Claim Institution

Command Center

See every agent’s week in one tap.

Who’s producing, who’s gone quiet, who’s on site.

  • Premium and policies, live
  • Claims on the clock
  • Next meetings

Scan the application

Snap the paper. The policy fills itself in.

No retyping after a long day at the school.

  • One policy per child
  • Social Security numbers never read
  • Photos never kept

And everything around it

Commission the way it’s paid

Estimated commission on every policy, with chargeback and tax set-asides. Shared policies split evenly.

Your agency, your brand

Your logo, colors, coach’s name and sales playbook.

Practice mode

New agents learn on sample data. Nothing they tap touches real records.

Points and a leaderboard

Booking, prep and approved policies earn points. A competitive floor without a spreadsheet.

License reminders

Six months out, then closer. Nobody finds out at the carrier.

Security and privacy

Your clients’ information stays your agency’s.

Every agency is walled offRules on the server keep each agency’s records separate. The app can’t show another agency’s data even if asked.
Leads belong to the agent who captured themLeadership sees counts and progress, never a lead’s phone number or room.
Encrypted in transit and at restHosted in the United States on Supabase and Railway.
No ads, no selling, no trainingWe never sell personal information, and client data is never used to train AI models.
Application photos are not keptImages are read in memory and discarded. Social Security and license numbers are never extracted.
Every lookup is recordedWhen an agent searches the agency’s book, the search is logged for leadership to review.

Read the full Privacy Policy and Terms of Service.

Next step

See it on a real field day.

The real app, start to finish. No slides.

Book a 15-minute demo