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    A Custom Online Platform For Insurance People

    Build your insurance platform. Own your online space. Lead your business with confidence from anywhere.

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    Katrina Bui | Insurance Broker

    "This is the best way... thank you for pushing me to get this done"

    Ā 

    www.assetsshield.com

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    Richard Anderson | Ins. Broker

    "I am very happy with this product."

    Ā 

    www.richardandersoninsurance.com

  • All the Features You Need To Grow Your Insurance Business Online

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    Domain Names

    Use one a domain you already own, so your clients know who they are buying from.

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    Quote & Application Form

    You can send clients your link and form will get pushed to your email from your online platform to notify you.

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    Agent Portal

    Organize your insurance carriers in one place for easy access to all of them. Saving you time and effort.

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    Remote Access

    Have the ability to present and showcase your portfolio of products to you clients remotely.

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    Control

    Control your online agency with the click of a button. Adding and removing features or restricting access.

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    Duplicatable Sites

    For an agency with a team of agents, allow your team to have their own online profile and unique link to share.

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    Secure

    Every site is protected and encrypted with SSL technology to secure your clients information.

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    Customizations

    Our software allows for any insurance agent or agency to design their platform with any products or team size.

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    24/7 Customer Support

    You will have access to our support team by email. We will be able to fix/edit your platform within 24 hours.

  • Select Your Plan

    Join us for these amazing benefits for your insurance business.

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    Pro-Broker Plan

    For independent insurance brokers

    with a team of 2 or less

    $89.00

    per month

    āœ“ 24/7 Customer Support

    āœ“ Quote & Application Form with unlimited submissions
    āœ“ Branded with your logo

    āœ“ Agent Portal/Carrier Organizer

    āœ“ Unique Link with custom URL with your domain

    āœ“ Access to member portal

    āœ“ Duplicatable smart site for 2 team members or less w/ names and custom pictures

    āœ“ Ability to add or remove members

    āœ“ Ability to upgrade

    āœ“ Access to member portal and special offers

    Recommended

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    Enterprise-Broker Plan

    For medium size insurance brokers

    with 3-9 team members

    $179.00

    per month

    āœ“ Pro-Broker Plan Features

    āœ“ 24/7 Customer Support

    āœ“ Quote & Application Form

    with unlimited submissions
    āœ“ Branded with your logo

    āœ“ Option to remove Cognito database branding on forms

    āœ“ Agent Portal/Carrier Organizer

    āœ“ Unique Link with custom URL with your domain

    āœ“ Access to member portal

    āœ“ Smart duplicatable site for 3-9 team members w/ names and custom pictures

    āœ“ Ability to add or remove members

    āœ“ Ability to upgrade

    āœ“ Access to member portal and special offers

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    Custom-Broker Plan

    For Larger sized insurance brokers

    with 10+ team members

    Inquire Price

    per month

    āœ“ Enterprise-Broker Plan Features

    āœ“ 24/7 Customer Support

    āœ“ Quote & Application Form

    with unlimited submissions
    āœ“ Branded with your logo

    āœ“ Option to remove Cognito database branding on forms

    āœ“ Agent Portal/Carrier Organizer

    āœ“ Unique Link with custom URL with your domain

    āœ“ Access to member portal

    āœ“ Smart duplicatable site for custom number (10+) of team members w/ names and custom pictures

    āœ“ Ability to add or remove members

    āœ“ Ability to upgrade

    āœ“ Access to member portal and special offers

  • FREE GUIDES:

    - 100+ PROVEN STES FOR YOUR ONLINE AGENCY

    - PROVEN SALES PRESENTATION METHODOLOGY

    - FORMULA (B)(B)=C3

    - and much more...

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    Your Insurance Business At The Palm Of Your Hands & On The Go.

    Build, Own & Lead your insurance business remotely.