Performance HQ is a private, fully-branded platform built for your life insurance agency — leads, analytics, recruiting, commissions, and onboarding in one hub your agents actually use.
Every growing agency hits the same wall. The tools that got you to 10 agents quietly strangle you at 30.
You buy leads, blast them out in a group chat, and hope. Who got what? Who worked them? Who got skipped twice? Nobody knows.
Dials, pickups, presentations, closes — the numbers live in screenshots and self-reports. You're making $100k decisions on vibes.
Contracting, licensing, carriers, scripts — onboarding lives in someone's head. Growth means repeating yourself forever.
Not another CRM you have to force agents into — a command center built around how producing agencies actually operate.
Import thousands of leads, and route the right ones to the right agents at the right time — with a full audit trail of who got what, when.
Every agent's full funnel — dials to closes — rolled up by agent, team, and agency. Color-graded against benchmarks so you know who needs help before they quit.
Live production rankings with badges and streaks. Competition does your managing for you.
Every agent gets their own branded recruiting page — applicants are screened, tracked, and booked automatically.
Licensing, contracting, carriers, training — every new agent walks the same proven path without you repeating it.
Every policy, every carrier, every agent — status-tracked from submission to in-force. Agents see their own book and projected payouts; you see the whole agency's. No more "what did I even write this month?"
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 re-brands: portal, recruiting pages, invite emails, everything.
Performance HQ wasn't dreamed up in a boardroom — it runs a live, producing life insurance agency every single day.
This is a white-glove build, not a SaaS signup. No developers needed on your side — ever.
We map your agency — team structure, carriers, lead sources, comp, branding — and design your instance around how you already operate.
Week 0Your private platform is stood up on your own domain with your roster loaded, your brand everywhere, and your systems configured.
Weeks 1–3Your team gets onboarded, and we keep hosting, maintaining, and improving it monthly. Something breaks at 9pm? That's our problem, not yours.
OngoingThe things every agency owner wants to know before a call.
Yes. Your agents, recruits, and clients see your agency's name, logo, colors, and domain — nowhere does "Performance HQ" appear inside your platform. To your team, it's simply your agency's system.
No — and that's deliberate. Performance HQ is a managed platform: you get the outcomes, we carry the hosting, maintenance, security, and upgrades. The systems inside it were refined over years inside a producing agency, and keeping them managed is what keeps them working (and keeps your competitors from copying them).
You do. Your agency runs on its own isolated, private database — your agents, leads, policies, and production data are never shared with, or visible to, any other agency. If you ever leave, your data goes with you.
No. We build it, we host it, we maintain it, and we handle changes. Your admins get simple in-app tools for everyday operations — importing leads, adding agents, approving recruits — designed for agency staff, not engineers.
A one-time build-out fee to stand up your private platform, then a flat monthly rate that covers hosting, support, and continuous improvements. Exact numbers depend on your agency's size and setup — you'll get a straight quote on the intro call, no games.
Most agencies go live in 2–4 weeks from the blueprint call — including your branding, your agent roster, and your onboarding content loaded and ready.
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