For agencies, SGAs, MGAs, IMOs and FMOs — built for the Hispanic U.S. market and bilingual from day one. Recruit, onboard, train, and retain your salesforce in one system that's already run a real agency for over a year. Licensed, branded to you, live in days.
The Insurance Edition has operated Ramirez Organization for over a year — training agents, tracking production, and driving a live salesforce every day. You're licensing a proven product, not funding an experiment.
Most agencies run on a top performer's memory and a folder of PDFs. New agents ramp slowly, fall through the cracks, and quit before they produce. The portal is the system that catches them.
A structured day-1-to-90 path with training, quizzes and certification — so a new recruit knows exactly what to do next.
Lifecycle tracking and inactivity alerts surface the agent who's going quiet before they're gone.
Automated reports on new agents, callers and top producers — the numbers that tell you where the agency really stands.
Everything the salesforce touches, in one branded portal — configured to your agency's roles, codes and hierarchy.
Recruit → onboard → train → certify → produce → retain, tracked end to end with progress and gamification.
Staged curriculum, quizzes, and a day-1-to-90 onboarding path that turns your best rep's method into a system.
Leads and production tracked by agent and hierarchy, with the metrics your agency runs on.
Live progress toward conventions and incentive goals, by agent and by team, with milestone notifications.
Quoting tools and a field manual + script library so every agent sells the same proven way.
Leadership reports (new agents, callers, VIP), plus the automated email and notification system that keeps everyone moving.
Because the Insurance Edition is a mature product, there's no build phase. We fork it, apply your brand, codes and hierarchy, provision your instance, and you're live in days — at license pricing, not custom-build pricing.
Once your brand and codes are in, deployment is measured in days.
Your logo, colors, roles and registration codes — it's your portal, not a shared tool.
Built for the Hispanic market from the ground up — interface and content in both languages.
A 30-minute demo on the real system — not slides. See the agent lifecycle, the reports, and the training engine, then we scope your instance.