Estate planning you can bank on
Launch white-label estate planning in under a week. Industry-leading agent activation with simple, guided onboarding and real earnings on every plan sold.
Everything your agency needs to sell estate plans. All in one platform.
New revenue from existing clients
Estate planning is the cross-sell your book is missing. Real earnings on every plan sold.
Guided agent onboarding
Self-serve training takes under two hours. No legal expertise required to start selling.
Branded client experience
Your logo, your domain, your agency name — clients never see a third-party platform.
Client retention tool
Give clients a reason to stay. Estate planning deepens the relationship beyond the policy.
Attorney-approved documents
Trusts, Wills, POAs, and Health Care Directives. Compliant in all 50 states, ready to sign.
Agency-level reporting
Track plans sold, revenue earned, and agent performance across your entire agency.
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.