Estate planning at the scale you operate
Launch white-label estate planning across your entire carrier or distribution network. Enterprise onboarding, multi-level revenue sharing, and real-time reporting — from the home office down.
Everything your enterprise needs to deliver estate plans at scale. All in one platform.
Carrier-grade white-label
Your brand at every level — from the home office portal to the individual agent's client view.
Multi-level revenue sharing
Configure commission structures across carriers, agencies, and agents. Automatic payouts.
Enterprise onboarding at scale
Onboard thousands of agents with guided, self-serve training. Track activation by tier.
Hierarchical reporting
Plans, revenue, and agent performance — sliceable by carrier, region, agency, and agent.
API & system integration
Connect estate planning data to your existing CRM, commission, and reporting systems.
Legal compliance, all 50 states
Attorney-approved documents that meet regulatory standards in every U.S. jurisdiction.
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.