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Insurance Agency in a Box.

Direct Carrier access to Health, Life, Annuity, Commercial P&C, Personal Lines P&C your one stop shop!

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Insurance Agency in a Box.

Direct Carrier access to Health, Life, Annuity, Commercial P&C, Personal Lines P&C your one stop shop!

Create Account

Call Now

start your dream agency today

Starting an insurance agency from scratch can be a daunting task, but Scalable provides everything insurance agents need to launch, grow, and scale their own agency successfully. Here’s a comprehensive list of what Scalable offers to empower agents to start and run their own agency:

A fully branded, white-labeled website

1. White-Labeled Website

What It Provides: A fully branded, professional website tailored to your agency’s identity.
Why Agents Need It: A strong online presence is critical for attracting clients, building credibility, and showcasing your expertise.

A complete CRM system

2. Complete CRM System

What It Provides: A robust Customer Relationship Management (CRM) system to manage leads, track client interactions, and organize policies.
Why Agents Need It: Efficiently managing client relationships and staying organized is essential for growth and retention.

Automated text and email marketing campaigns

3. Automated Marketing Campaigns

What It Provides: Automated text and email marketing tools integrated with your CRM for lead generation, client nurturing, and customer service.
Why Agents Need It: Saves time, ensures consistent communication, and helps convert leads into clients.
Business and Comsumer data lists: congaing name birthdate phone number and email information for various marketing companies
Sales Funnels

Direct carrier appointments

4. Direct Carrier Appointments

What It Provides: Access to top insurance carriers across multiple lines, including:
- Life Insurance
- Annuities
- Health Insurance
- Medicare (Advantage and Supplement)
- Commercial P&C
- Personal Lines (Auto, Home, Umbrella)
Why Agents Need It: Direct appointments allow agents to offer a wide range of products, earn higher commissions, and serve clients’ diverse needs.

Consigner Service

5. Consigner Program

What It Provides: Experienced professionals who can write cases for you on a split commission basis, while you retain control of the client relationship.
Why Agents Need It: Helps agents handle high volumes of business or complex cases without sacrificing client ownership.

Quote Engines

6. Quoting Tools and Online Forms

What It Provides: Instant access to quoting engines and online forms for:
- Life Insurance
- Annuities
- Home and Auto
- Health Insurance
- Medicare
Why Agents Need It: Streamlines the quoting process, saves time, and improves the client experience.

Support

7. Back-Office Support

What It Provides: Administrative and operational support to handle paperwork, compliance, and other back-office tasks.
Why Agents Need It: Frees up time for agents to focus on selling and building relationships.

Product Traning

8. Training and Education

What It Provides: Industry-leading training programs to help agents stay updated on products, regulations, and sales strategies.
Why Agents Need It: Continuous learning is essential for staying competitive and providing the best service to clients.

Marketing Help

9. Marketing Materials and Resources

What It Provides: Ready-to-use marketing materials, including brochures, flyers, email templates, and social media content.
Why Agents Need It: Saves time and ensures consistent branding across all marketing efforts.

Proprietary Products

10. Access to Proprietary Products

What It Provides: Exclusive products and services that set your agency apart from competitors.
Why Agents Need It: Differentiates your agency and provides unique value to clients.

Scalability

11. Scalability Tools

What It Provides: Tools and resources designed to help your agency grow without overwhelming you.
Why Agents Need It: Ensures your agency can handle increased business volume as you expand.

Minimal Cost

12. Minimal Upfront Costs

What It Provides: Scalable earns a small overwrite on business you place with carriers—no upfront fees or hidden costs.
Why Agents Need It: Lowers the barrier to entry, making it easier for agents to start their own agency without significant financial risk.

Start an Agency

14. Why Scalable is the Ultimate Solution for Starting an Agency

Scalable eliminates the barriers to starting an insurance agency by providing all the tools, resources, and support agents need in one place. From branding and marketing to carrier access and back-office support, Scalable empowers agents to focus on what they do best—serving clients and growing their business.

Insurance Agency in a Box.

Insurance Agency in a Box.

Scalable

start your dream agency today

1. White-Labeled Website

2. Complete CRM System

3. Automated Marketing Campaigns

4. Direct Carrier Appointments

5. Consigner Program

6. Quoting Tools and Online Forms

7. Back-Office Support

8. Training and Education

9. Marketing Materials and Resources

10. Access to Proprietary Products

11. Scalability Tools

12. Minimal Upfront Costs

14. Why Scalable is the Ultimate Solution for Starting an Agency

Cuming soon

Our Partners

Insurance Agency in a Box.

Insurance Agency in a Box.

Scalable

start your dream agency today

1. White-Labeled Website

2. Complete CRM System

3. Automated Marketing Campaigns

4. Direct Carrier Appointments

5. Consigner Program

6. Quoting Tools and Online Forms

7. Back-Office Support

8. Training and Education

9. Marketing Materials and Resources

10. Access to Proprietary Products

11. Scalability Tools

12. Minimal Upfront Costs

14. Why Scalable is the Ultimate Solution for Starting an Agency

Cuming soon

Our Partners

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