Now automating 500+ agencies

Stop chasing spreadsheets.
Start closing agents.

The all-in-one onboarding automation platform for life insurance agencies. Track licensing, exams, and appointments in real-time with zero manual work.

95%
Less Manual Work
3x
Faster Onboarding
$0
Server Costs

Everything You Need to Scale

From first contact to first policy, we automate the entire agent journey.

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Smart CSV Import

Drop your spreadsheet and our AI automatically maps columns. No more manual data entry.

sync

Xcel Solutions Sync

Automatic email parsing updates course progress and exam dates in real-time.

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Automated Reminders

SMS and email nudges keep agents on track. Never lose another recruit to inactivity.

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Google Sheets Backend

Your data stays in your Google Drive. Full ownership, zero vendor lock-in.

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Kanban Pipeline View

Visual drag-and-drop board shows exactly where every agent stands.

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State-Specific Checklists

Pre-built requirements for all 50 states. CA, TX, FL, NY and more.

Simple, Transparent Pricing

Start with a 30-day free trial. Cancel anytime.

Most Popular
Pro
$100
per month, billed monthly
  • check_circle Unlimited agents in pipeline
  • check_circle AI-powered practice arena
  • check_circle Google Sheets integration
  • check_circle State-specific compliance checklists
  • check_circle AI-powered CSV mapping
  • check_circle Knowledge base access
  • check_circle Priority support
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Card required • Cancel anytime

Coming Soon
Team
$249
per month, up to 5 users
  • check_circle Everything in Pro
  • check_circle 5 team member seats
  • check_circle Team analytics dashboard
  • check_circle Shared pipeline views
  • check_circle Role-based permissions
Coming Soon
Enterprise
Custom
tailored for your organization
  • check_circle Everything in Team
  • check_circle Unlimited users
  • check_circle Custom integrations
  • check_circle Dedicated success manager
  • check_circle SLA & priority support

How It Works

Get started in 3 simple steps

1

Import Your Agents

Upload your CSV or add agents manually. Our AI maps columns automatically.

2

Track Progress

Monitor licensing, exams, and appointments on your Kanban pipeline.

3

Close More Agents

Automated reminders keep agents moving. You focus on recruiting.

Trusted by Leading Agencies

See what our customers are saying

"Advanced Ring cut our onboarding time from 6 weeks to 2 weeks. We've doubled our agent production since switching."

MJ

Michael Johnson

Agency Owner, Texas

"The AI practice arena is a game-changer. New agents come in prepared and confident. Worth every penny."

SR

Sarah Rodriguez

Training Director, Florida

"We manage 200+ agents across 12 states. Advanced Ring keeps everything organized. No more spreadsheet nightmares."

DK

David Kim

Operations Manager, California

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SSL Secured

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Google Cloud

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Encrypted Data

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Priority Support

speed

99.9% Uptime

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Get the Free Onboarding Playbook

A step-by-step guide to scaling your insurance agency with automation. Join 500+ agency owners.

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Ready to automate your pipeline?

Join hundreds of agencies who've eliminated spreadsheet chaos forever.

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