Estate planning your producers can bank on
Launch white-label estate planning across your brokerage in under a week. Guided onboarding gets producers selling fast, with real earnings on every plan sold.
Everything your producers need to sell estate plans. All in one platform.
Producer earnings on every plan
Your producers earn on every estate plan sold. Your BGA earns on every producer. Auto payouts.
Fast producer activation
Guided onboarding takes under two hours. Producers start selling without legal training.
White-label under your brand
Your BGA's logo and domain on every screen. Producers and clients see your brand only.
Recruit with a new product
Attract and retain top producers with a turnkey estate planning product and revenue share.
Legally compliant in 50 states
Attorney-approved Trusts, Wills, POAs, and Health Care Directives. No compliance gray areas.
Brokerage-wide dashboards
Real-time visibility into plans sold, revenue, and producer performance across your BGA.
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.