
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. 👈
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.

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

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

❌ Facebook Groups
❌ Group Texts
❌ Email Chains
❌ Skool Community

❌ Zoom
❌ Calendly
❌ Reminder Texts
❌ Acuity

❌ MailChimp
❌ Constant Contact
❌ HubSpot
❌ Convert Kit

❌ Agent Handbooks
❌ Constant Emails
❌ Google Drive Folder
❌ Dropbox

❌ Wordpress
❌ Wix
❌ Clickfunnels
❌ Leadpages


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

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

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.

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

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

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

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

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

Branded booking page on your custom domain where clients and agents schedule appointments with you, no back-and-forth required.
Strategy session, branding asset collection, platform setup, and complete onboarding to lay the groundwork for your agency ecosystem.
Website construction, recruiting and financial services funnels, community platform setup, and initial automation workflows.
Course development, CRM migration, email marketing sequences, social media calendar setup, and database reactivation campaign.
Final customizations, workflow optimization, team training sessions, and comprehensive system integration testing.
Complete quality assurance, final walkthrough training, documentation delivery, and seamless transition to your live, thriving platform.
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

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

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!

$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
$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
$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
$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
$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
$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
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.
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.
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.
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.

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.

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.