Turn enrollment into a lifelong relationship
Great meeting you in Vegas! Launch white-label estate planning across your field organization in under a week. Simple, guided onboarding and real earnings on every plan sold — give your agents a product worth selling.
Everything your field force needs to sell estate plans. All in one platform.
Field force activation
Guided, self-serve onboarding that gets agents selling estate plans in under two hours.
Product shelf expansion
Add estate planning to your agents' product mix without adding operational complexity.
Revenue on every plan
Your agents earn on every plan sold. Your FMO earns on every agent. Automatic payouts.
Your brand, everywhere
Fully white-labeled — your logo, your domain, your experience from first click to signed plan.
Regional performance tracking
See plans sold, revenue earned, and agent activation across every office and region.
Attorney-approved documents
Trusts, Wills, POAs, and Health Care Directives — attorney-approved templates, legally compliant in all 50 states.
Estate planning has been complicated.
Now, it's your competitive edge.
Your brand, front and center
Fully white-labeled with your logo and domain. Clients experience estate planning as your product — Snug stays invisible.
Agents onboarded in under an hour
Guided, self-paced training that gets agents selling estate plans fast. No classroom sessions, no scheduling headaches.
Track every document from draft to signature
Visibility into customer progress creating, signing, and notarizing Trusts, Wills, and other essential documents.
See every plan, every dollar, every agent
Real-time reporting across your entire organization. Track agent performance, plan completion, and revenue down to the penny.
Ready to see for yourself?
See how Snug works with your brand, your agents, and your clients — in a live demo built just for you.