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 | Growth | Network | |
|---|---|---|---|
| Onboarding fee | $3,000 | $5,000 | $25,000 |
| Annual fee | $6,000 | $30,000 | $120,000 |
| Annual minimum usage | - | $6,000 | $20,000 |
| Trust fee | $500 | $150 | $50 |
| Will fee | $150 | $50 | $25 |
| Commitment | Monthly | Annual | 2 Years |
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. 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 to apply credits toward Trust and Will costs.
*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.
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