A command-center dashboard, drag-and-drop pipeline, built-in phone & SMS, commissions, downline analytics, and an AI assistant that actually knows your book — built for life insurance agents and the agencies that lead them.
Good morning
Today ALP
$4,250
+$1,180
Week ALP
$18,750
+12.4%
Active Policies
142
+3 today
Team ALP
$284K
-2.1% MoM
Month-to-date ALP
Needs attention
Policy TA-88214 · R. Cole
22 days unpaid · $84/mo
3 warm leads have gone quiet. Want me to draft follow-up texts?
Built around the carriers you already write
Four tools that run your day
Stop stitching together five CRMs, three spreadsheets, and a Google Doc. Agent Cloud is the single home for your book — and when you need to move fast, the ⌘K command palette takes you anywhere in a keystroke.
ALP, goal pace, leaderboard, commissions, and at-risk policies — one live screen that runs your morning.
A drag-and-drop kanban that speaks life insurance — temperature, stage, and follow-ups that never slip.
An assistant plus retention automations: birthday cards, policy-anniversary touches, and lapse follow-ups on autopilot.
Click-to-dial, texting, and voicemail drops from any device — every touch logged straight to the client.
Pipeline
Warm, hot, cold. Quoted, submitted, issued, in force. Beneficiaries, riders, replacements — every field an agent actually needs, none of the SaaS bloat.
New
Quoted
Submitted
Sold
Contracting & Commissions
Agent Cloud calculates commissions the way real IMOs do: writing-agent rate, uplines, advances, chargebacks, and renewals. GTL and AHL exceptions are built in.
Commission Schedule
Advance (75%)
Transamerica IUL
$3,412.50
Paid
Renewal M13
Mutual of Omaha
$248.00
Pending
Override
AHL FE
$612.00
Paid
GTL Cap
GTL Heritage
$600.00
Paid
Downline Command Center
See your entire hierarchy in one view — production, activity, contracting status, and licensing gaps — filtered by any level, any date range.
Team Leaderboard · YTD
Nova AI
Nova reads your pipeline, your policies, your carrier grids, and your calendar — then does the work. Draft the SMS, price the case, brief the meeting, and keep every client warm without you lifting a finger.
Nova
Daily briefing · 8:02 AM
Analytics
ALP, sale size, close rate, activity, retention. Roll it up by agent, by team, by carrier, by state — export or leave it in the dashboard.
Production · last 12 months
Get early access, launch updates, and a founder-tier discount when we open the doors.