Arrow Down Icon

Track, Optimize and Scale Your Agency

The only vertically integrated insurance company combining marketing, technology, and insurance sales.

Get Started

Arrow Right Icon

Add, edit, and track your policies effortlessly while everything updates automatically in real time.

Forget about excel spreadsheets and hand written processes and automate your agent commission how you want, when you want.

Pay Commissions - Policy Den

Guarantee your customers get contacted when you want, how you want. One click workflow creation for SMS, Email, Direct Mail, and Outbound Dialing.

Retain Customers - Policy Den

Advanced insights to see what is and is not working in your business. Real time analytics such as cost per sales, agent performance, sales trends, persistency data, and more all in one simple reporting dashboard.

Increase ROI - Policy Den

Create and manage your compliance through call summaries, transcriptions, CTM management, and customizable scorecards.

True Compliance - Policy Den
Pause
Play

Real numbers from real results. We don't just talk about success—we deliver it year after year.

Proven Track Record Label
Medicare

150,000

+

*Yearly Enrollments

Aca

100,000

+

*Yearly Enrollments

Final Expense

25,000

+

*Yearly Enrollments

Partner With Us

Arrow Right Icon

Everything You Need to Succeed

Insurance company combining marketing, technology, and insurance sales.

Colleagues Working Together

Advanced Training  & Support

CheckMark

4 week in office training for agents, management, and administrative roles.

CheckMark

Open door policy 24/7 365 for whatever you need.

CheckMark

Dedicated weekly support calls between leadership teams.

CheckMark

Dedicated slack channel for ongoing support.

Industry Leading Contracts

CheckMark

FMO level compensation.

CheckMark

Direct carrier recognition.

CheckMark

Full pass through of marketing dollars.

CheckMark

Clear roadmap for increased overrides.

Full Service Contracting

CheckMark

Dedicated contracting team with quick turn around time.

CheckMark

Real-time contracting status updates.

CheckMark

Direct carrier communication so you are never blind.

Best In Class Technology

CheckMark

Access to PolicyDen.

CheckMark

Real-time policy status updates.

CheckMark

Automated retention management.

CheckMark

AI compliance scorecards & training.

CheckMark

Done for you commissions.

Done For You Leads

CheckMark

Never worry about marketing.

CheckMark

10 years in business.

CheckMark

Below market average pricing.

Product Diversification

CheckMark

Medicare

CheckMark

ACA

CheckMark

Final Expense

Integrated Ecosystem

We’ve built a growth engine where marketing, technology, and operations work in sync.

My care club ecosystem, WeGenerate, PolicyDen, MyCareClub
Smiling woman in a blue sweater sitting in a cozy room with bookshelves and a potted plant in the background.
Quote Mark Image

My old FMO gave me cold lists and zero support. Now I get warm leads daily, automated texting handles my follow-up, and my retention jumped from 60% to 87%. Plus I can text support at 9 PM on Saturday and actually get help. Night and day difference.

Smiling middle-aged man with short brown hair wearing a beige sweater in a cozy room with a bookshelf and window.
Quote Mark Image

I almost quit last year. No training, manually tracking commissions in a notebook, never knew if I was getting paid right. PolicyDen's dashboard shows me everything in real-time, and the training in my first two weeks was more than I got in 8 months at my old place. Finally feel confident."

Middle-aged man in a gray blazer and light checkered shirt smiling in an office setting.
Quote Mark Image

My old FMO was fine, but fine doesn't grow. Lead distribution was always a mess. Now all 23 of my agents get consistent warm leads, the training system works, and my sales floor actually buzzes with energy. I went from babysitting agents to building a real business."

Middle-aged woman with shoulder-length brown hair wearing a navy blazer and gray shirt, sitting by a window in a modern office.

I had a literal wall of sticky notes tracking agent contracts. The RTS dashboard changed everything - I can see every agent's carrier status in real-time and fix issues before they blow up. Cost per sale dropped from $180 to $85. Plus the weekly calls and open door policy make me feel like part of a family, not just a number.

Aetna Logo
Anthem Logo
Cigna Logo
United Health Group Image
Humana Logo
Ambetter Health Icon
Florinda Blue Icon

Built by Operators.
Driven by Results.

Mitchell Budwig

Founder & Chief Executive Officer

LinkedIn Icon

Jordan Messer

Founder & President

LinkedIn Icon

Kyle Proctor

Founder & Chief Operating Officer

LinkedIn Icon

Jeremy Newnham

Founder & Managing Partner

LinkedIn Icon

Leonid Melikov

Chief Technology Officer

LinkedIn Icon

Eduardo Fajardo

Founder & Chief Executive Officer

LinkedIn Icon

Jordan Scott

Director Of Operations

LinkedIn Icon

Brandon Budwig

Head Of Sales

LinkedIn Icon

Amy Ecolono

Training & Implementations

LinkedIn Icon

Terrance Rhymer

Compliance Officer

LinkedIn Icon

Michael Triebwasser

Training & Management

LinkedIn Icon

Grow Smarter.
Start Today.

Complete the form and our partnership team will reach out within one business day.

1
2
3
4

Add Contact Details

1
2
3
4

Add Agency Details

1
2
3
4

What system do you currently use

1
2
3
4

What do you need the most help with?

Previous
Next step
Folder Icon

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.