Welcome to Agency Builder
Agency builder is a comprehensive tool to help you build your agency no matter which stage you are in the business. New Agents can take advantage of the free version while in the "start up" phase of business. Once licensed, there are a variety of tools to track your business, track expenses and much more. When you have a team, you will have tools to keep track of where your newer agents are at as well as your more seasoned agents.
We invite you to try us out! Free at first and very inexpensive as you grow!
Free for New Agents
- First 10 and 45 days are critical
- Studying and Licensing
- Prospects - Maintaining your Prospects
- Book Meetings - Calendly integration
- Register BPM Guests
- Sign in to Training
Licensed
Everything in the Free Version Plus
Tracking Tools
- Business you submit
- New and existing Agents
- Your Business Expenses
- Referrals
- BPM and Training Attendance
- Survey Results
- Calls, Tasks & Notes
- Compliance Documents
Ask about saving - Semi-Annual or Annual Subscriptions
Junior and Senior Partners
Everything in the Free & Licensed Version Plus
- Events - BPMs and other Events
- Ticketing
- Integrations - Calendly & Zoom
- Assign Agent Roles - Trainers
- Team Survey Results
- Team and Hierarchy Tracking
Ask about saving - Semi-Annual or Annual Subscriptions
