Skip to main content
Agency Builder
Agency Builder

  • Agency Builder

    An opportunity to grow your agency

Welcome to Agency Builder

Agency builder is a comprehensive tool to help you build your agency no matter which stage you are in the business.  New Agents can take advantage of the free version while in the "start up" phase of business.  Once licensed, there are a variety of tools to track your business, track expenses and much more.  When you have a team, you will have tools to keep track of where your newer agents are at as well as your more seasoned agents.  


We invite you to try us out!  Free at first and very inexpensive as you grow!


Free for New Agents

  • First 10 and 45 days are critical
  • Studying and Licensing
  • Prospects - Log Calls, Book Meetings, Maintain Contact.
  • Book Meetings  - Integrates with your Google Calendar or Calendly integration
  • Register BPM Guests
  • Sign in to Training
Get Started for Free

Mobile App - Available Soon

Install on your Mobile Device

  • Add / Edit Contacts / Prospects
  • Add Contacts Directly from your device contacts.
  • Log Calls, Schedule Meetings, Create Tasks, Add Notes.
  • Scan Expense Receipts and get reports in the desktop app
  • Register Guest for BPM (auto populating agent and guest info)
  • Sign In for Training (auto populating your info)

Personal

Everything in the Free Version Plus

Tracking Tools

  • Business you submit
  • New and existing Agents
  • Your Business Expenses
  • Referrals
  • BPM and Training Attendance
  • Survey Results
  • Calls, Tasks & Notes
  • Compliance Documents

Disclosure, Reason Why and LIRD

Upgrade for only $25 per month

Ask about saving - Semi-Annual or Annual Subscriptions

Add-On - Available Soon

AI Note Taking - Never take notes again! (manually)

  • Integrate with Zoom's AI Companion and Fathom AI.
  • Meeting Summary automatically placed in contact / prospect notes with an option to pull full transcript and video.
Add-On for only $10 per month

Team

Everything in the Licensed Version Plus

Tracking Tools

  • Business you and your team submit
  • Agent Licensing Progress
  • Team BPM and Training Attendance
  • Team Results
  • Team Calls and Tasks
  • Team Compliance

Team is your Directs or Base
Upgrade for only $45 per month

Ask about saving - Semi-Annual or Annual Subscriptions

Agency 
​Junior and Senior Partners

Everything in the Team Version Plus

  • Events - BPMs and other Events
  • Ticketing
  • Integrations - Calendly & Zoom
  • Assign Agent Roles - Trainers
  • Team and Hierarchy Tracking 

Base and Hierarchy

Upgrade for only $60 per month

Ask about saving - Semi-Annual or Annual Subscriptions

Keep track while on the go

Not that we recommend electronics in the pool, you can track your business no matter where you are.  We are all about building a lifestyle!  Let's do this!!