A win-win for your clients and your team.
A working pro-forma for your agency. Pick a plan, set your assumptions, and see exactly where the money goes.*
| Starter | Team | Network | |
|---|---|---|---|
| Onboarding | - | - | |
| Annual Platform | $3,000 | $7,500 | |
| Trust packageIncludes a Revocable Living Trust, Pour Over Will, Certification of Trust, and one Quitclaim Deed. | $300 | $200 | |
| Will package | $75 | $50 | |
| Quitclaim DeedEvery Trust package includes one Quitclaim Deed at no extra cost. The Quitclaim Deed price applies to any additional deeds. | $175 | $150 | |
| Extra Agency (Annual) | - | $1,000 | - |
Agent team
Drag to set your team size. The Monthly sales projections below default to 1 Trust per agent and 1 Will for every 5 agents per month - tune them there if your team's mix differs.
Monthly sales projections
Tune these to match your team's mix. Typical productivity ranges from 1 to 5 Trusts per agent per month, with roughly one Will for every five to ten Trusts. You can also estimate volume as a percentage of your primary product sales (e.g., 20% of life insurance purchases convert to a Trust).
Client pricing
You set the final prices that clients pay for a Will or Trust package. Each Trust package your client buys includes a Revocable Living Trust, Pour Over Will, Certification of Trust, and one Quitclaim Deed. Defaults reflect the average we see for top-performing businesses on the platform.
Profit split
Set the commission paid to agents and, on Network, your agency take rate. These determine how revenue is split between agents, the agency, and the IMO.
Promotion
Apply a one-time discount to first-year costs.
Credits
Limited-time offer: account credits that pay the base fees on the Trust and Will packages you issue.
*Profit projections are estimates based on assumptions and should not be interpreted as a guarantee of future performance or actual profit. Projected profit excludes onboarding fees due in Year 1. Each Trust package includes a Revocable Living Trust, Pour Over Will, Certification of Trust, and one Quitclaim Deed.
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