A real product — not a coming-soon promise
Nine modules live today, three more in beta. 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
Nine modules live today, three in beta. More on the way.
Illustration Hub
Import IUL, Term and Annuity illustrations, compare scenarios, and keep the carrier's compliance disclosures — extracted and translated. Commission split per agent included.
Client Presenter
Full-screen, meeting-ready presentations personalized per client.
CRM Pipelines
Multiple named pipelines, relationship closeness and lead temperature, overdue follow-up badges — and a network graph of who referred whom.
Proposals & e-Sign
Proposal Kanban plus applications with document upload and beneficiaries.
Career & Production Credits
Nine levels from Agent to Executive Vice President, with the production credits still missing for the next one, a rolling 12 months and a promotion simulator.
Smart Calendar
Today, week, month and upcoming — plus Birthdays and MSP views built in. Connects to your Google calendar.
To-Dos
Named lists, lead-linked follow-ups fed by the CRM, and a clear view of what is overdue.
Team & Workspaces
Roles and permissions — admin, agent and viewer — with every lead owned by its agent.
MSP
Your weekly routine, on your terms: a configurable activity catalog with targets, completion, week streak and a self-score — business and personal.
Compass — Financial Needs Analysis
Discovery to recommendation, ending in protection gap, retirement gap and save-per-month. Professional and up.
Scheduling
Your own public booking page, with weekly availability and meeting types — every booking lands in the CRM.
Social Inbox — WhatsApp
Shared WhatsApp inbox on Meta's official Business Platform — your own number, on sanctioned infrastructure, not an unofficial bridge.
Lead Capture
Event, magic-box and link campaigns with printable QR codes — every scan lands in triage, and you see what each campaign produced.
Marketing & Email Automation
Editable templates and automated follow-ups in three languages.
Analytics
Practice and sales-forecast insights across every module.
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
Built for a business that gets audited
Consent, deletion and disclosure are not a policy page here. They are columns in the database, and the code checks them before it acts.
Consent is recorded, not assumed
Email and WhatsApp opt-in are stored on the lead as separate, dated fields. The birthday automation will not message a lead who never gave WhatsApp consent — the check runs in the query, not in a manual.
WhatsApp on sanctioned infrastructure
Meta's official Business Platform, with your own number, on your own account. Not an unofficial bridge and not a shared gateway.
Versioned acceptance, with evidence
Every acceptance of the Terms, Privacy Policy and DPA is stored with its document version, timestamp, IP address and user agent. When a document changes, everyone is asked again.
Delete Forever actually deletes
Before you confirm, a screen lists exactly what goes with the lead — proposals, illustrations, presentations, application links. It is a deletion, not an archive flag that keeps the record in your book.
Two independent privacy modes
One hides client names and contacts. The other hides every monetary value. Separate switches, so you can share your screen with a colleague without showing who your clients are, or show the work without showing the money.
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.
Every agent you bring takes 25% off your bill
Share your link. When someone you referred becomes an active subscriber, 25% comes off your subscription and stays off. Refer 4 and you stop paying.
Your own link
Every account gets a referral link and a code, on the dashboard from day one.
They subscribe
The referral counts once the agent you sent becomes an active paying subscriber — not on signup.
Your bill drops
25% is applied to your subscription automatically and stays while they stay.
The discount follows your active referrals. If one cancels, that share comes off.