WhatsApp Chaos
Your team gives updates over informal chats. Important client data gets buried in message threads, lost in forwarded images, or forgotten entirely.
Add up to 20 sub-agents. They sell, you see everything — every policy, every commission, every client. One bill. Zero WhatsApp status-asking.
Your team gives updates over informal chats. Important client data gets buried in message threads, lost in forwarded images, or forgotten entirely.
You have no live view of who is selling, whose renewals are due this week, or how much each team member earned this month. You are always guessing.
When a sub-agent leaves, their clients and policy details walk out with them — because everything lived on their personal phone.
“You have 5 sub-agents. Can you tell me — right now — how much each one earned this month?”
If the answer is no, you need this.
One click. Enter their name and a password. Done in 20 seconds. No SIM card, no email, no setup fee.
The system generates a unique login code. Share it with your team member — they use it to log in instead of a phone number.
Every policy they sell, every commission they earn, every client they add — it all rolls up to your dashboard, live.
How your team is structured
Inherited from your subscription
Subscription & Billing
One bill for the whole agency
AI Features & WhatsApp Alerts
All plan features work for them too
Shared Quota Pool
Like a family mobile plan — team shares the limit
Sub-Agent Seat Allowance
Up to 5 or 20, depending on your plan
Agency Brand Identity
Clients see one consistent agency
Isolated between team members
Their Own Clients
Agent A cannot see Agent B's clients
Their Own Policies
Each agent sees only their policy book
Their Own Commissions
Earnings are private per agent
Their Family Groups
Family data stays with each agent
Their Own Leads
Lead pipeline is per agent
Think of it as a one-way mirror.
You, the agency owner, see everything across your whole team from one dashboard. Each sub-agent sees only their own clients, policies, and commissions — nothing from anyone else.
30 Days
5 Sub-Agent Seats
Included in your plan
1 Year
20 Sub-Agent Seats
Included in your plan
6 Months
5 Sub-Agent Seats
Included in your plan
Sub-agents are covered by your subscription. They never pay separately. Upgrade anytime to get more seats.
Start your free trial today — 5 sub-agents included for 30 days. No credit card required. Set up your first sub-agent in 20 seconds.
No credit card required. Setup takes 20 seconds per sub-agent.