Partner program · agencies & FMOs
Give them a tool they open every week.
You already do half of this for your clients — you find them customers. The half nobody owns is what happens next: the quote that goes quiet, the invoice nobody chases, the review nobody asks for. Hand them apps that close that gap, under your name.
A monthly report gets skimmed. Software with your name on it gets used on Tuesday morning, and again on Thursday. That is a different kind of relationship, and a much harder one to cancel.
What it does for an agency
Retention you can point at
Clients churn when the value stops being visible between reports. A branded app that gets an answer on their quotes, or gets their invoices paid, is visible every week — and it is visible in their bank account, which is the only report anyone reads.
Something to put in the pitch
Every agency in the room is offering the same three deliverables. Arriving with your own software is a different conversation entirely.
Recurring revenue that isn't hours
You set the retail price and we bill you wholesale. It scales with client count rather than with the size of your team.
For insurance FMOs
The tool you hand to a downline agent
Recruiting agents is a pitch about what you provide that the next organisation doesn't. Prospecting CRM, running under your brand, is something an agent uses from their first week — finding prospects, tracking who they've spoken to, and following up without needing to be told.
You see it across the whole downline from one console. Each agent gets their own isolated workspace, and none of them see each other's contacts.
How it's set up
- 1Your tenant, your domainAgents log in somewhere that looks like your organisation.
- 2A workspace per agentIsolated data, their own contacts, their own sequences.
- 3You decide what they seeEnable apps per workspace as agents earn their way up.
- 4One console over all of itActivity across the downline without touching individual accounts.
Your practice grows the same way your clients' do. Start with one app.
Run it for clients under your own name, or run it for yourself. Free plan on every app while you decide which.