Territory & routing
Every lead geocoded on arrival, status-coloured on the map, with a route builder that orders the day and hands the drive to Apple Maps or Waze.
Flagship product
AgentDeck
The field operating system for life insurance agents. One record carries a lead from the mailbox to a serviced policy — mapped, routed, underwritten, submitted and paid — without anything being typed twice.
Available on iPhone and as an installable web app
What it does
An agent's whole day, on one deck.
Document Intelligence
Carrier PDFs and vendor spreadsheets read themselves into records, with a confidence score on every field and the original card kept attached.
Client & case
Health and policy review, discovery with the coverage gap computed server-side, and underwriting triage that ranks likely carrier fit.
Production & numbers
AP, placement rate, persistency and goals — live. Commission shows its arithmetic instead of asking you to trust a total.
Team & hierarchy
Downline visibility, split sales, override rates and announcements, with the access model enforced rather than assumed.
Works in the field
Offline-capable where it counts, because the job happens at doorsteps and kitchen tables, not at a desk.
Why it is built this way
It holds real families' records.
AgentDeck stores names, addresses, health answers and beneficiaries. That is not ordinary business data, and the platform is built accordingly: each agency's workspace is isolated, records are never sold or mined, and administrative actions are audited.
- Workspace isolation enforced on every read and every write
- Passkeys with Face ID, plus TOTP and email codes
- Full data export, whenever you want it
- Published, versioned privacy and terms
Run tomorrow on AgentDeck
Agencies and IMOs can also license the platform directly — including self-hosting and features built for how your organisation actually works.