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.*
| Pilot | Growth | Scale | |
|---|---|---|---|
| Onboarding fee | $2,500 | $10,000 | $25,000 |
| Annual fee | $12,000 | $60,000 | $120,000 |
| Annual minimum usage | - | $6,000 | $20,000 |
| Trust fee | $400 | $50 | $50 |
| Will fee | $150 | $25 | $25 |
| Commitment | Annual | Annual | 2 Years |
Monthly sales projections
Consider the number of agents on your team and their expected productivity, which typically ranges from 1 to 5 Trusts per month per active agent. Or estimate document volume as a percentage of your primary product sales (e.g., 20% of life insurance purchases convert to a Trust). As a benchmark, roughly one Will is completed for every ten Trusts.
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 Scale, 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.
*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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