APEX Platform · for agency owners

The operating system behind 70+ agents.

Sam built APEX from scratch — 163 edge functions, 32 cron jobs, real-time audit engine. Now he's licensing it to other agencies. Stop duct-taping Zapier flows.

Get on the waitlist Just want to be an agent →

What you get

Live deal sync — InsuraCloud / AgentLink / your carrier portal → real-time dashboard
Audit engine — 5 sub-bots check activation, recruiting, content, seminar, onboarding every 30 min
Real-time alerts — terminations, sync errors, $2K+ premium celebrations
Recruiting funnel — apply form → CRM → nudge cadences → onboarding
Quality flags — fell-off / lapse / declined policies surfaced daily
Manager hierarchy — admin / manager / agent role isolation built-in
Weekly dialer payment tracking — who paid for ReadyMode this week, per manager

Charter pricing · $497/mo

Join the waitlist

Limited to 25 agencies for the charter cohort. Onboarding starts Q3 2026.

No payment now. Sam personally vets every applicant.