Recorded walkthrough
See exactly how agencies run estate planning under their brand.
Six minutes covering the full platform: white-label setup, agent onboarding, and how the revenue flows.
For small teams adding estate planning to their practice.
Takes about a minute. You'll see this exact price again before anything is charged.
What agencies like yours are making.
You set what clients pay. These use $2,000 per trust and $600 per will, with 40% of each sale going to the producing agent. Tap a card for the math.
$17,400 a year, all of it yours. A single trust covers the platform for nearly six months, so you break even on your first sale.
$58,200 a year in profit. You keep $29,400 and your agents earn $28,800 they did not have access to before.
$160,200 a year in profit. Agent seats are unlimited, so every producer you add grows the profit instead of your platform bill.
Assumes estate planning is offered when a client asks.
Based on real platform data. Results vary.
Questions we get before people start.
Agencies already running this.
“The platform is easy to use, intuitive, and delivers a seamless client experience from start to finish.”
“I can't say enough about the wonderful and consistent customer service I receive. Thank you so much!”
“Strong relationships are what good businesses are made of. The Snug team has been a great partner.”
Run estate planning under your own brand.
Create your accountA minute to set up, then you're inside the platform.