Estate planning your network can bank on
Launch white-label estate planning across your managing agency in under a week. Simple onboarding, real earnings, and full visibility across your agent network.
Everything your agent network needs to sell estate plans. All in one platform.
Agent network monetization
Every agent in your network earns on every plan sold. Your MGA earns across all of them.
Turnkey agent onboarding
Guided self-serve training under two hours. Agents sell estate plans without legal expertise.
Fully branded to your MGA
Your logo, your domain, your client experience. No third-party branding anywhere.
Centralized network oversight
Manage onboarding, activation, and performance across your entire agent network in one view.
50-state document coverage
Attorney-approved Trusts, Wills, POAs, and Health Care Directives. Legally compliant in every state.
Network revenue reporting
Track plans sold, agent earnings, and MGA revenue in real time across your full network.
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.