The all-in-one onboarding automation platform for life insurance agencies. Track licensing, exams, and appointments in real-time with zero manual work.
From first contact to first policy, we automate the entire agent journey.
Drop your spreadsheet and our AI automatically maps columns. No more manual data entry.
Automatic email parsing updates course progress and exam dates in real-time.
SMS and email nudges keep agents on track. Never lose another recruit to inactivity.
Your data stays in your Google Drive. Full ownership, zero vendor lock-in.
Visual drag-and-drop board shows exactly where every agent stands.
Pre-built requirements for all 50 states. CA, TX, FL, NY and more.
Start with a 30-day free trial. Cancel anytime.
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Get started in 3 simple steps
Upload your CSV or add agents manually. Our AI maps columns automatically.
Monitor licensing, exams, and appointments on your Kanban pipeline.
Automated reminders keep agents moving. You focus on recruiting.
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."
Michael Johnson
Agency Owner, Texas
"The AI practice arena is a game-changer. New agents come in prepared and confident. Worth every penny."
Sarah Rodriguez
Training Director, Florida
"We manage 200+ agents across 12 states. Advanced Ring keeps everything organized. No more spreadsheet nightmares."
David Kim
Operations Manager, California
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