Now hiring · Remote anywhere in the US or Sandy, Utah
Sell insurance like it's this decade.
A 5-line power dialer. An AI receptionist that answers when you can't. Leads from our in-house marketing team and coaching every single day. You bring the hustle. We bring literally everything else.
Rather talk first? Call or text (385) 346-0393
Linda Ortiz
Mortgage protection · Boise, ID
AI receptionist
Thanks for calling back, Robert. Your agent is on another line. Can I grab a time for her?
Tomorrow after 3 works.
→ Booked 3:30 PM · on your calendar
Today's pipeline
New
leads in
Called
scrubbed first
Booked
appointments
Sold
apps submitted
7
Product lines to sell
Term, whole, final expense, IUL, mortgage protection, Medicare, ACA.
5
Lines dialing at once
Our power dialer lands you on whoever picks up.
24/7
AI receptionist
Answers your line when you're on another call.
20
Minutes to find out
One career call: the tech, the leads and the full comp grid.
Independent
1099 contract. Build your own book.
Multi-carrier
Shop top-rated carriers for every client.
Remote-friendly
Clients and agents across the US.
All lines
Life, health, Medicare, IUL, ACA and mortgage protection.
We play it straight. Every agent is licensed and appointed, follows compliance and consent rules, and puts the client's needs first. No pressure tactics, no shortcuts.
No phone books. No fax machines. No duct-taped apps. No mystery comp. No commute required. No pressure tactics.
Career paths
Pick your starting line.
Career changer? Perfect.
Coming from sales, service or a desk job? We walk you through pre-licensing, the state exam and carrier appointments, then straight into bootcamp.
Start here- 1Pre-licensing course, with help picking one
- 2Pass your state exam
- 3Appointments, then bootcamp
Licensed and ready to go.
Starter leads, a mentor and scripts that work, so your first 90 days build momentum instead of debt.
Start here- 1Bootcamp: products, scripts, systems
- 2Starter leads in your CRM
- 3A mentor on your first appointments
Bring your book. Get better tools.
Better tech, competitive contracts and lead flow that keeps your calendar full.
Start here- 1See the contract levels on your call
- 2Exclusive leads at agent pricing
- 3Your book, in PolicyConnect
Build a team on our engine.
Recruit and grow your own team while our systems and training do the heavy lifting for them.
Start here- 1Priority lead flow for you and your team
- 2Our bootcamp trains your recruits
- 3Team bonuses when you lead
Old-school agency? Hard pass.
Nosy? Good. Come see the tech.
20 minutes over video or at our Sandy office.
The tech
Robots do the busywork. You do the closing.
PolicyConnect is our own CRM, built inside our agency for agents like you. Dialing, texting, follow-up and every policy you write, in one login. No duct-taping five apps together.
5
Lines at once
The power dialer rings five numbers and drops you on the live one. Voicemail drops itself.
24/7
AI receptionist
Leads that call back while you're busy still get answered, and hot ones get handed to you.
32
Automation actions
Texts, emails and reminders that run themselves, so no lead goes cold.
Leads
No more cold-calling the phone book.
Our in-house marketing team generates exclusive leads. What you get grows as you do.
New agents
Starter leads, so week one isn't dead air
Producers
Exclusive leads from our engine at agent pricing
Leaders
Priority lead flow for you and your team
Pay
Climb on production. Not politics.
Start on a competitive contract, then climb on production. Not seniority. Not politics.
Start
Competitive contract
Level up
On production
Advances
On eligible products
Lead a team
Team bonuses
See the full comp grid on your 20-minute call. No mystery.
Coaching · what the job looks like
A day in the Nest (spoiler: zero fax machines)
Morning
Huddle
Goals, wins and a quick skill drill with the team.
Late morning
Work your leads
Call, text and book appointments straight from PolicyConnect.
Afternoon
Run appointments
By phone or video, helping clients find coverage that fits.
Late afternoon
Submit and track
Send apps and follow each one through to an issued policy.
Wrap-up
Sharpen up
Call reviews and role-play with a mentor.
- ✓ Help getting licensed if you're new
- ✓ A structured onboarding bootcamp
- ✓ Daily huddles, role-play and call reviews
- ✓ Carrier product and certification help
Sounds like your kind of Tuesday?
Grab 20 minutes. Bring questions. Leave with the full picture.
Same tech. Same leads. Your call where.

In person
Sandy, Utah
8751 S Sandy Parkway
- ✓A desk at our office
- ✓Live coaching and real team energy
- ✓Leadership down the hall

Remote
Anywhere in the US
Licensed in your home state, more as you grow
- ✓The same CRM, dialer and leads
- ✓Daily huddles and training over video
- ✓Non-resident licenses as you grow
From “hmm” to first policy in 5 steps
- 1
Apply
Quick fit check
60 seconds - 2
Career call
Meet a leader, see the grid
20 minutes - 3
Contracting
Licensing and appointments
- 4
Bootcamp
Products, scripts, systems
- 5
First appointments
Leads in your CRM, mentor on call
Your desk is waiting.
Or your couch.
Answer 3 quick questions and pick a time. About 2 minutes, then you're booked.
Start & book my callAgent FAQ
Do I need a license to apply?
No. We help you through pre-licensing and the state exam, then straight into bootcamp. We'll walk through the licensing steps and any costs on your career call.
Do I need experience to become an insurance agent?
No. Plenty of agents start in insurance after a different career. Bootcamp covers products, scripts and the tech, and a mentor helps you through your first appointments.
How do I get a life insurance license?
In most states you complete a pre-licensing course, pass the state exam and then apply for your license, often with a background check. Steps and fees vary by state. We'll walk you through yours.
Can I work remotely as an insurance agent?
Yes. Virtual agents get the same systems, leads and live training over video. You need a license in your home state, plus non-resident licenses for any other states you want to sell in.
Is this W-2 or 1099?
Agents contract as independent 1099 agents. Your career call covers contracting, taxes and what that means for you.
Do I have to pay for leads?
It depends on your level. New agents get starter leads to get moving, producers can buy exclusive leads from our in-house engine at agent pricing, and leaders earn priority lead flow. We go through the numbers on your career call.
Is there a cost to join or use the CRM?
We'll lay out every cost (onboarding, E&O and CRM) on your career call. No surprises, and nothing hidden until after you contract.
Can I start part-time?
Yes. Many agents start part-time and go full-time as their book grows. We'll build a plan around your schedule.
Which products will I sell?
Life insurance (term, whole, final expense, IUL), mortgage protection, Medicare and ACA health plans, depending on your licenses and certifications.