For independent life & final-expense agents

One clear path. Everything connected.

Your advertisements, your leads, and your CRM — together in one subscription.

Clear Path

$250/wk

Billed at $1,000 monthly

Weekly pricing uses a four-week budgeting breakdown. Your subscription is billed at $1,000 per month.

$500–$800 per week

Separate advertising budget, paid directly to the ad platform.

25 approval packets included monthly

Need more? Just $3 per packet beyond the included 25.

Everything included in Clear Path

One subscription built around the way you work.

01 / Advertising

Exclusive leads. Built for you.

Exclusive advertisements, built and managed for you
Custom creative tailored to your market
Leads delivered at cost — no markup
More states with fewer agents in them
Weekly optimization toward applications

02 / Your platform

A complete CRM, ready to work.

Pipelines, follow-up, and reporting
Automated call, email, and text follow-up
A branded agent website and domain
Your lead records and advertising data
Export your data and consent records

03 / Calling

Built to keep you calling.

multi-line power dialer embedded in the CRM
call board campaigns
Managed number rotation included
Call recordings, dispositions, and callbacks

04 / Messaging & consent

Registration and screening handled.

Messaging registration and compliance setup
Consent documentation on every lead
Duplicate, do-not-call, and litigator screening
Screening before delivery
Never billed for leads screened out

05 / Estate planning

More ways to serve your clients.

Access to attorney-approved wills and trusts
Estate planning offered through your platform
Earn commissions on plans you place
25 approval packets included each month
$3 per additional packet beyond 25

06 / Support & transparency

Know your tools. Know your costs.

Full Success Center access
Open Ledger with itemized lead costs
Visibility into advertising spend
Application-focused performance reporting
Month-to-month subscription

Your next step starts with a conversation.

Book a demo

Don’t see what you’re looking for?

Feel free to contact us. We can absolutely provide custom solutions that differ from what you see here. These are available by application, with custom pricing based on your needs.