Save BIG with B File

Affordable solutions to provide the tools (and the team) to help fuel your agency's growth.

Cut costs. Not service

We understand that building a book of business requires consistency and support. That’s why we created an all-in-one system at a fraction of the cost of hiring, training, and managing additional personnel.

Whether new to the field or established in the business, we’ve scaled our system to help our agents scale, too.

The B File

Our essential plan to kickstart growing your book of business through a proven process and the staffing support to scale.

  • Dedicated Appointment Coordinator to schedule your annual reviews
  • B File Risk Assessment Tool
  • Dedicated Follow-up Specialist for Call List Support, including:
    • Thank You
    • Follow-Up Opportunity Calls:
      • Life Insurance
      • P&C Cross Sell
      • Retirement
$850/mo *12-month commitment.
The B File Plus
Looking for additional sales?

Add our Lead Appointment Enhancement, which provides the following add-on-call services:

  • Prospect
  • Requotes
  • Win-Back
  • Event Follow Up Calls
+$200/mo

Looking for an
enterprise solution?

CONTACT US

What's included?  Absolutely everything.

White-Glove Training & Support

Dedicated Appointment Coordinator

Software as B File Risk Assessment Tool.

Follow-Up
Call
Specialists

How do our agents feel after adding B File?

Set more appointments.
Make more sales.