Product

An always-on team for every advisor.

Mick, Eva, and Sally aren't chatbots. They're specialized, agentic AI systems that each own a stage of your practice — sharing one data architecture and reporting into a single real-time dashboard.

Mick · VP Marketing

Your pipeline never sleeps.

Mick owns the top of your funnel. He continuously identifies and qualifies suspects and leads, drafts personalized outreach, and prepares you for prospecting calls — turning cold lists into warm, ready conversations.

  • Suspect & lead identification and qualification
  • Drafted, compliant outreach ready for your review
  • Pre-call briefings so you walk in prepared
  • Pipeline building that runs while you're with clients
Mick — Prospecting
New Suspects
64
Qualified
+38
Outreach Drafted
21
Lead Flow · Weekly
Eva — Proposals
Active Cases
12
Corp. Strategy
5
Est. Planning
4
Case Pipeline · Stage

Eva · VP Sales

Complex cases, structured and closed.

Eva supports proposal design and case strategy for the conversations where deals are won: corporate insurance strategy, estate planning, and incorporated-professional tax scenarios. Qualified prospects move to signed clients instead of stalling in your inbox.

  • Proposal design support for complex cases
  • Corporate & estate planning case strategy
  • Incorporated-professional tax planning fluency
  • Keeps every case moving toward signature

Sally · VP Service

Your book, protected and growing.

Sally watches your existing book so nothing slips: renewals, client milestones, and cross-sell opportunities are surfaced automatically, and she prepares you for every client review meeting. Retention stops depending on memory.

  • Renewal & milestone monitoring across the whole book
  • Cross-sell opportunity detection
  • Review-meeting preparation, done for you
  • Revenue protection that runs continuously
Sally — Book Management
Renewals 30d
9
Milestones
14
Cross-sell
6
Retention Signals · Monthly

The Advisor Growth Engine

One dashboard. Total pipeline clarity.

All three agents share a common data architecture and report into a structured, automated dashboard — giving advisors and MGA leadership a real-time view of pipeline health across prospecting, conversion, and service.

For advisors

See your entire practice at a glance: who's in the pipeline, which cases need attention, and which clients are due for a review — updated continuously.

For MGA leadership

Network-wide visibility into advisor pipeline health, without chasing spreadsheets or status updates. Spot momentum and stalls early.

Always current

The dashboard is driven directly by the agents' work — no manual data entry, no stale CRM records, no Friday-afternoon reporting scramble.

Meet Mick, Eva & Sally in person.

We'll show you the agents running on live advisor workflows inside a real MGA.

Book a Demo