CIRCLE MEMBER ++

Customer Service 800 - 291 - 0806

Toll-Free

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What comes with your Membership?

For an insurance producer with the right entrepreneurial mindset, starting an insurance brokerage firm presents a significantly larger opportunity than simply working for an insurance agency or as an independent insurance broker or agent, you are looking for complete autonomy. You want to run your business exactly as you see fit, without the burden or hassle of the corporate monkey on your back. You are planning to hire independent sub-agents and establish a legacy business and you need help with your back office?

That makes you a perfect fit for our circle++ membership package.
Tisch mit Laptop und Stuhl
Website
 
  • We create and maintain your dedicated
    quoting landing page

  • Domain, Hosting and SEO included

  • Integration of 6 optimized quoting landing pages

  • Branded front- and backend quoter 

Quoting
 
  • Quoting and Enrollment Tool 

  • CRM Tool  

  • Agent Back Office 

  • Quote and enroll in 49 nonresident states IFP / Small Group 2+  (you need to be licensed in those states)

  • Quote and enroll in your resident state IFP /
    Small Group 2+

Finanzbericht
Klatschen Publikum
Education & Ressources
 
  • Webinar Library

  • Sales Academy

  • Social Media Library

  • Product Training

  • Enrollment Kits

  • Events

BOB Management Tool
 
  • 24/7 access to your data from anywhere on any device

  • Unlimited, off-site storage & data backup 

  • Serious security — HIPAA, bank-grade encryption,
    & two-step verification

  • Free customer support 

  • Agent commission statement access

  • Uncover missed commissions!

  • Create projections & compare actual vs.
    expected commission

Maschinenschreiben
similing-Team
Team
 
  • Additional to the membership holder 5 User included

  • Team hierarchy and production tracking incl.

Detailed Service Description