A real product — not a coming-soon promise
Twelve modules already live. Here is what is inside.
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Illustration Hub
Your IUL Command Center
Import carrier PDFs, compare scenarios, run what-if simulations. Everything you need to simplify complex illustrations for your clients.
Instant PDF Import
PALIG & NLG carriers. More coming soon.
Side-by-Side Comparison
Compare multiple illustrations at any age.
What-If Scenarios
Educational simulations with clear disclaimers.
Client-Ready Views
Professional dashboards, not spreadsheets.
Your Practice, Your Modules
Twelve modules live today. More on the way.
Illustration Hub
Import carrier IUL PDFs, compare scenarios and run what-if simulations.
Client Presenter
Full-screen, meeting-ready presentations personalized per client.
CRM Pipelines
Leads, Kanban pipeline, origins and client relationships.
Lead Capture
Public landing pages and forms that feed your pipeline automatically.
Proposals & e-Sign
Proposal Kanban plus applications with document upload and beneficiaries.
Career & Production Credits
Track production, levels and promotions with a built-in simulator.
Social Inbox — WhatsApp
Shared WhatsApp inbox, templates, broadcasts and scheduled sends.
Smart Calendar
Google sync, automated scheduling and meeting reminders.
Marketing & Email Automation
Editable templates and automated follow-ups in three languages.
Analytics
Practice and sales-forecast insights across every module.
Team & Workspaces
Multi-agent workspaces, roles and permissions built in.
MSP
Weekly performance scorecard for your prospecting activity.
AI Voice Agent
24/7 intelligent call handling.
The Industry Problem
Financial agents waste hours on tools that don't talk to each other
Illustration Chaos
80-page PDFs that clients don't understand. No easy way to compare or explain.
Fragmented Tools
CRM here, illustrations there, marketing somewhere else. Nothing connects.
Manual Everything
Copy-paste data, manual follow-ups, spreadsheet gymnastics.
Limited Scale
Your practice growth is capped by hours in the day.
Agent366 solves this. One platform. Intelligent modules. Built for growth.
Intelligence Layer Across Every Module
Not just automation. Agent366 uses AI to understand context, suggest actions, and learn from your practice patterns.
Smart Import
Automatically extract and normalize data from carrier PDFs. No manual entry.
Predictive Insights
AI suggests optimal illustration comparisons and scenario adjustments.
Natural Language
Ask questions about policies in plain English, Portuguese, or Spanish.
Compliance Guard
AI ensures education vs. official data separation, always.
Built-in Intelligence Across Your Entire Practice
Agent366 AI powers every module of the platform — from client analysis to lead follow-up — helping financial agents work faster, smarter, and with better insights.
Smart Client Insights
AI analyzes illustrations, client scenarios, and proposal data to surface insights that help agents make better recommendations.
Intelligent Automation
Automate follow-ups, reminders, and lead nurturing using AI-powered workflows connected to your CRM pipelines.
Financial Context Awareness
Agent366 AI understands financial scenarios like IUL illustrations, retirement projections, and client structures.
Practice Intelligence
AI learns patterns from your practice and helps optimize decisions, proposals, and growth strategies.
Join the private WhatsApp group
Where Agent366 is being built — with you.
Get early access, vote on the roadmap, and lock in founding-member perks. Join the waitlist and your private WhatsApp group invite arrives right after.
Free to join · Limited spots for founding members
Only 100 Founding Members Get Lifetime Pricing
Subscribe today and lock in your rate forever. As Agent366 grows and adds new modules, your founding member price never changes.
Limited to 100 subscribers. Lock in your price before spots fill up.