A private, fully branded platform for your life insurance agency. Everything your agents need, in one hub they'll actually use.
Not dreamed up in a boardroom. It runs a live, producing agency every single day.
Agents log in and everything is just there.
Dials to closes, graded automatically.
Rankings your agents check every morning.
Submission to issued to in force. Nothing slips.
Onboarding tracked step by step, licensing to first sale.
Scripts, carrier guides, and training in one place.
Pause an agent. Their book and data stay intact.
Your logo, your colors, your domain. Everywhere your agents and recruits look. Try it:
One click in the demo. One config in production. The entire platform rebrands: portal, recruiting pages, invite emails, everything.
Add-ons are scoped privately on your call. Some doors stay locked for a reason.
The platform is complete on its own. These bolt on when you want an edge — priced separately, scoped privately on your call.
Hand leads to any agent you want to help. Duplicates auto-removed, sold leads pulled from every stack, and every hand-off tracked.
Live pings straight to your team — lead status changes, agent activity, and policy reviews, the moment they happen.
Drip texting that warms and books recruits while you sleep — every prospect followed up, nobody falls through.
A branded recruiting page for every single agent — their name, their link, applicants screened and booked automatically.
This is a white glove build, not a SaaS signup. No developers needed on your side, ever.
We map your agency: team, carriers, leads, comp, branding. Your instance is designed around how you already operate.
Week 0Your platform goes up on your own domain: roster loaded, brand everywhere.
Weeks 1 to 3We host, maintain, and improve it monthly. Something breaks at 9pm? Our problem.
OngoingThe things every agency owner wants to know before a call.
Yes. Your name, logo, colors, and domain everywhere. "Performance HQ" appears nowhere inside your platform.
No, and that's deliberate. You get the outcomes; we carry the hosting, security, and upgrades. Keeping it managed is what keeps it working, and keeps it from being copied.
You do. Your agency runs on its own isolated, private database. If you ever leave, your data goes with you.
No. We build, host, and maintain it. Your admins get simple in-app tools built for agency staff, not engineers.
A one-time build-out fee, then a flat monthly rate covering hosting, support, and improvements. Straight quote on the intro call, no games.
Most agencies go live 2 to 4 weeks from the blueprint call, fully branded with your roster loaded.
Book a 20-minute walkthrough of a live agency running on Performance HQ. If it's not a fit, you'll still leave with ideas worth stealing.
We'll reach out within one business day to set up your walkthrough.
Can't wait? (706) 934-4817