Every recruit.On track.
A modern dashboard for insurance agency owners and recruiters. Track every recruit from invite to license, catch at-risk students early, and onboard the whole pipeline from one place.
Recruit. Onboard. Track.
Six tools that turn the chaos of recruiting agents into a streamlined operation you can actually measure. See the demo →
Drag-and-drop pipeline
A kanban that mirrors how you actually think. Drag cards between Invited, In Course, At Risk, Exam-Ready, and Licensed — counts and status colors update as you go.
Drill-down recruit profiles
Click any name for the full picture — pass probability, course progress chapter-by-chapter, strength by topic, activity timeline, and manager-only notes that stay private to your team.
At-risk alerts with one-click actions
Auto-flagged when a recruit goes 7+ days inactive, fails a quiz, or pass-probability drops 15+ points. Send a nudge, schedule a call, or mark resolved — all from the alert.
Custom links, codes & QR posters
Each agency gets a branded signup URL, custom discount codes, and a printable QR poster for recruiting events. Every scan or signup attributes back to you automatically.
Bulk CSV import + live email preview
Drop a CSV of names and emails to invite a whole cohort at once. Or invite one-at-a-time with a side-by-side email preview that updates as you type the recruit's name and personal note.
Earnings dashboard with monthly payouts
Track every dollar earned from your codes — YTD totals, monthly chart, breakdown by code, transaction history, and a payout-cycle progress bar showing exactly when your next ACH lands.
A 60-second tour of what your team uses.
Four screens that cover 90% of how a manager spends their day in the portal.
Excited to have you on the Acme team. The course is self-paced — reach out anytime.
Start course →
Want to click around for yourself? Book a 15-min walkthrough →
Every recruit, in one view.
Drag-and-drop kanban that mirrors how you actually think about your recruiting pipeline.
Earn as your team earns.Together.
The Manager Portal isn't just a dashboard — it's a partnership. Custom discount codes for your team, revenue share on every enrollment, and pricing tailored to your agency's volume.
- Branded discount codes — your team gets a better rate, you get the credit on every signup.
- Revenue share on every enrollment — earn on every recruit who signs up through your code or link.
- Custom partner pricing — payouts and discounts negotiated to fit your volume. Talk to us about a plan.
Real numbers shown after partnership agreement.
Onboard your next agent today.
The Manager Portal is rolling out to select insurance agencies. Tell us about your team — we'll set you up with custom links, discount codes, and a personal walkthrough.