Stop Losing Recruits

to Agencies With Better Systems

Give your agents a place to belong, a clear path forward, and the training that turns confusion into confidence, all in one unified platform.

👉 One platform. One community. Everything your agents need to thrive. 👈

Your agents are scattered because your systems are messy.

Your agents need a central hub where they feel supported, not overwhelmed by chaos.

WhatsApp threads. Facebook groups. Mass text chains. Email blasts nobody reads. New agents don't know where to look. Important updates get buried. And you're losing people in the chaos.

Insurance agency owner reviewing digital growth analytics on a tablet, surrounded by modern office elements and blue accents

Introducing...

Agency Alive

One unified platform where training, community, recruiting & automation work together on one platform.

Infographic showing agency growth: upward arrows, digital dashboards, and client satisfaction metrics in blue and gray

Replaces These Tools

Agency Alive consolidates everything your agency needs into one unified platform.

Communications

❌ WhatsApp

❌ Facebook Groups

❌ Group Texts

❌ Email Chains

❌ Skool Community

Meetings & Scheduling

❌ Zoom

❌ Calendly

❌ Reminder Texts

❌ Acuity

Marketing & Automation

❌ MailChimp

❌ Constant Contact

❌ HubSpot

❌ Convert Kit

Training & Resources

❌ Agent Handbooks

❌ Constant Emails

❌ Google Drive Folder

❌ Dropbox

Websites &

Funnels

❌ Wordpress

❌ Wix

❌ Clickfunnels

❌ Leadpages

Team of insurance professionals collaborating over strategy charts and digital screens, blue and white office setting

One platform. One login. Everything your agency needs to thrive.

Give your agents a unified home where training, community & growth happen seamlessly.

Chats

Live videos

Training Course

Events Calendar

Celebrate Wins

Announcements

Links & Resources

Mobile Friendly

What's Available...

Website

A professionally designed multi-page website built to showcase your agency, establish credibility, and convert visitors into qualified leads and potential recruits.

Funnels

High-converting funnels: one to attract and capture new agent recruits, another to sell financial products directly to your clients.

Example 1 & 2

Community

Your own private hub with live video, event calendar, file storage, direct messaging, and social feed, where your agents connect, collaborate, and feel supported.

Course Training

Branded onboarding courses that train and develop your agents, without you repeating yourself. You can be in the videos or we create them for you.

Automated Emails & Texts

Set-it-and-forget-it follow-ups, reminders, and nurture sequences that keep agents informed and moving forward, all on autopilot.

Email Marketing

Professional email system to send announcements, newsletters, and campaigns that keep your agents and clients engaged.

Social Media Calendar

Plan, schedule, and post across all your platforms from one centralized dashboard. Stay consistent without the daily hassle.

Pipelines

Track every prospect and agent through customizable stages from first inquiry to closed deal so nothing falls through the cracks.

Reactivate Your CRM

Breathe new life into dormant leads and past contacts with strategic re-engagement campaigns that turn old data into new opportunities.

Calendar Page

Branded booking page on your custom domain where clients and agents schedule appointments with you, no back-and-forth required.

Example

Your Path to Success

  1. 1

    Week 1: Blueprint & Foundation

    Strategy session, branding asset collection, platform setup, and complete onboarding to lay the groundwork for your agency ecosystem.

  2. 2

    Month 1: Build & Design

    Website construction, recruiting and financial services funnels, community platform setup, and initial automation workflows.

  3. 3

    Month 2: Training & Integration

    Course development, CRM migration, email marketing sequences, social media calendar setup, and database reactivation campaign.

  4. 4

    Month 3: Polish & Launch Prep

    Final customizations, workflow optimization, team training sessions, and comprehensive system integration testing.

  5. 5

    Final Week: Launch & Handoff

    Complete quality assurance, final walkthrough training, documentation delivery, and seamless transition to your live, thriving platform.

Automated Follow-Up That Never Sleeps

WhatsApp threads. Facebook groups. Mass text chains. Email blasts. Zoom links. Calendly bookings. Each one costs time, money & adds to the chaos.

  • Stop juggling logins – One platform for training, communication, scheduling & community

  • Automate follow-up – Texts & emails go out instantly without manual effort

  • Keep agents organized – Everything they need lives in one hub

Insurance agency owner reviewing digital growth analytics on a tablet, surrounded by modern office elements and blue accents

52 Comprehensive Training Videos Replace Outdated Handbooks

Thick agent handbooks. Messy PDFs agents can't find. Outdated Word documents with broken links. Training materials scattered across Google Drive folders.

  • Professional video training library 52 modules covering everything from pre-licensing to advanced sales strategies

  • No more printing 100-page handbooks – Accessible anywhere, anytime, from any device

  • Self-paced learning that actually works – New agents get up to speed faster without constant hand-holding

Insurance agency owner reviewing digital growth analytics on a tablet, surrounded by modern office elements and blue accents

Integrate with Agent Promoter Leads

You're already investing in Agent Promoter leads. Now give those leads a professional home where they're nurtured automatically.

  • Direct integration with Agent Promoter – Leads flow instantly into your system

  • Automated follow-up sequences – Every lead gets immediate response and consistent nurture

  • Track progress from inquiry to licensed agent – See exactly where each lead is in your pipeline & follow up over time!

Insurance agency owner reviewing digital growth analytics on a tablet, surrounded by modern office elements and blue accents

Choose Your Plan

ESSENTIALS

$1,200

$108 mo.

12 mo. with Klarna

+ $149 mo. software + support

Everything you need to recruit & scale

  • 3-page site or funnel

  • CRM setup + optimization

  • 2 pipelines (lead + recruitment)

  • Calendar setup

  • Intermediate automation

  • Email + SMS campaigns (10k/mo.)

  • Reactivation Campaign

  • Chat + email support

No contracts - cancel anytime

ESSENTIALS

$1,200

$108 mo.

12 mo. with Klarna

+ $149 mo. software + support

Everything you need to recruit & scale

Powerful start to a professional presence

  • 3-page site or funnel

  • CRM setup + optimization

  • 2 pipelines (lead + recruitment)

  • Calendar setup

  • Intermediate automation

  • Email + SMS campaigns (10k/mo.)

  • Reactivation Campaign

  • Chat + email support

No contracts - cancel anytime

Growth

$4,000

$359 mo.

12 mo. with Klarna

+ $199 mo. software + support

  • 4-page site or funnel + branding

  • CRM setup + optimization

  • 3 pipelines (lead, recruit, agent)

  • Calendar page + setup

  • Advanced automation

  • Branded email templates

  • Email + SMS campaigns (10k/mo.)

  • Social media connection

  • Community setup

  • KPI Dashboard

  • Reactivation Campaign

  • Chat + email Support

No contracts - cancel anytime

Growth

$4,000

$359 mo.

12 mo. with Klarna

+ $199 mo. software + support

Powerful start to a professional presence

  • 4-page site or funnel + branding

  • CRM setup + optimization

  • 3 pipelines (lead, recruit, agent)

  • Calendar page + setup

  • Advanced automation

  • Branded email templates

  • Email + SMS campaigns (10k/mo.)

  • Social media connection

  • Community setup

  • KPI Dashboard

  • Reactivation Campaign

  • Chat + email Support

No contracts - cancel anytime

EXECUTIVE AGENCY

$8,000

$718 mo.

12 mo. with Klarna

+ $299 mo. software + support

The complete done-for-you agency system

  • Full website + 2 funnels

  • 5 Pipelines (lead, recruit, agent onboarding & leadership)

  • Multiple Calendars + page

  • Complete automation ecosystem

  • Schedule and Run Live Events

  • Full GMB review system

  • Custom agent portals

  • Full social media calendar setup

  • Templates (newsletter, emails etc)

  • Onboarding course & system

  • Full community build

  • Monetize Courses + Communities

  • App for Leads + Community

  • Monthly Support Calls

No contracts - cancel anytime

EXECUTIVE AGENCY

$8,000

$718 mo.

12 mo. with Klarna

+ $299 mo. software + support

The complete done-for-you agency system

  • Full website + 2 funnels

  • 5 Pipelines (lead, recruit, agent onboarding & leadership)

  • Multiple Calendars + page

  • Complete automation ecosystem

  • Schedule and Run Live Events

  • Full GMB review system

  • Custom agent portals

  • Full social media calendar setup

  • Templates (newsletter, emails etc)

  • Onboarding course & system

  • Full community build

  • Monetize Courses + Communities

  • App for Leads + Community

  • Monthly Support Calls

No contracts - cancel anytime

Quick Start Options

Mini

Bundle

$500 + ($149/mo.)

Start here if you're ready to build an agency. This is the same platform that powers million-dollar teams you're just starting with the essentials. Includes basic automations for your leads, 1 pipeline, calendar link, and all the tools you need to respond fast and stay organized. As you grow, you can add more features without switching systems. Perfect for solo agents who want a strong foundation without the big upfront investment.

Branding

Kit

$500

Look like a real agency from day one. We create your complete brand identity, custom logo, defined colors, fonts, and a style guide you can use everywhere. You'll also get a full asset library: backgrounds, icons, stock images, and decorative elements. Everything you need to show up professionally across your website, social media, emails, and print materials. No more DIY looking graphics.

Social Media Videos

$800

Stop stressing about content. We record with you, professionally edit, and load 15-20 short-form videos directly into your social calendar, ready to post. That's a full month of high-impact video content handled for you. Show up once, and we turn it into weeks of posts across all your platforms. Perfect for agents who know they should be on video but don't have time to figure it all out.

You Teach a Sales Course

$1,000-$2,000

Your knowledge. Your face. Your course, without the tech headaches. We handle the scripts, recording sessions, and editing. You just show up and teach. Walk away with up to 35 video lessons that train new agents exactly how you'd train them in person. Onboard your team, sell it as a product, or use it to attract recruits. Stop repeating yourself and start scaling what you know.

Team of insurance professionals collaborating over strategy charts and digital screens, blue and white office setting

Why work with us?

Agency Alive is a package offered by Sol Light Agency, founded by Melanie Fisher & Joy Waugh, they combine insurance industry knowledge with technical excellence. Melanie is a former life insurance agent with Symmetry Financial Group and brings 20+ years of graphic design and web development experience. Joy contributes 20+ years of technical systems expertise. Together, we build platforms that actually work for insurance agencies because we understand your world from the inside.

  • Insurance Knowledge - Former Symmetry agent who understands recruiting challenges, training gaps, and what makes agents stay or leave.

  • Bespoke Quality at Honest Prices - Custom design and development typically reserved for $20K+ projects, delivered at fair investment.

  • Limited Clients Per Quarter - Limited capacity means you get our complete focus, not assembly-line treatment.

What If Your Entire Agency Just... Worked?

Recruiting, training, community, communication, automation, every system supporting every other system.

That's what you get with Agency Alive. See how it all comes together.