Our story
Empowering Your Journey, Discover Our Story
Unveiling the Passion Behind Our Purpose
2018 • January
Foundation Formed
Forren and Craig, after meeting through a failed marketing company, decide to leverage their complementary skills for a future venture.
2019 • March
First Meeting in Costa Rica
Their in-person meeting in Nicoya, Costa Rica, ignites the drive to start a new venture.
2021 • December
Skill Synergy Identified
Craig, with his deep experience in the insurance industry and expertise in sales and marketing for agents, and Warren, skilled in systems, business scaling, and creating in-depth CRM automations, decide to combine their strengths.
2022 • March
Launch of Alpha Agent
The duo launches a comprehensive system that includes both a CRM software tailored for IUL life insurance agents and an integrated lead generation system, designed to streamline operations and enhance efficiency.
2023 • April
First Major Milestone
Achieving their first 6-figure month, their system proves successful by supporting hundreds of agents with complete CRM setups, high-intent lead funnels, and optimized advertising strategies, establishing a dominant position in the industry.
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2024 • January
Industry Leadership
With a full team in place, they continue to excel in the niche, having assisted hundreds of agents in enhancing productivity and sales through their innovative CRM and lead generation solution.
Our Vision
To revolutionize the insurance sales landscape by providing agents with FCC-compliant, high-intent leads and a suite of personalized tools for unparalleled success. Our commitment extends to offering evolving top-notch sales training, a fully custom-built CRM, and exclusive, personalized funnels for each agent. We prioritize making our agents feel special and important, delivering around-the-clock, top-notch support via Slack. Our focus is on equipping agents with everything they need to excel in selling Life Insurance, fostering a community of excellence and growth in an ever-evolving market.
We believe in Inspiration
Innovation
At the heart of our approach lies a relentless pursuit of innovation. We continuously evolve our sales training, CRM solutions, and lead generation processes to stay ahead of industry trends. Our platform is a testament to our dedication to pioneering new strategies and technologies that empower insurance agents. With every feature and update, we aim to set new benchmarks in efficiency and effectiveness, ensuring our agents have access to the most advanced tools in the market.
Quality
Quality is the cornerstone of our service. We understand that the success of our agents hinges on the caliber of the leads and tools we provide. Therefore, we meticulously curate FCC-compliant, high-intent leads, ensuring exclusivity and relevance. Our custom-built CRM and personalized funnels are designed not just to meet but exceed the unique needs of each agent. We are committed to delivering excellence in every aspect, from lead generation to customer support, so our agents can confidently focus on what they do best – selling Life Insurance.
Responsibility
We take our responsibility to our agents and the industry seriously. This commitment is reflected in our ethical lead generation practices and adherence to FCC compliance. We believe in creating a positive and sustainable impact in the insurance sector. Our platform fosters a responsible, supportive community where agents can grow, thrive, and help each other succeed. We ensure that our actions and offerings are not just effective but also uphold the highest standards of integrity and professionalism.
Our Team
Meet the Minds Shaping Our Mission
