Everything you need to run your insurance business — in one place.
Sales DashboardProduction, pipeline, clients, and the leaderboard — your book, your team, the whole brokerage.
Insta QuoteFind the best coverage for every client — private shelf or public marketplace, state by state.
ClientsYour book of business — every client, every policy, every follow-up in one place.
Field Desk · State-by-State Playbook
Where are we selling today?
Tap any state for its ranked shelf — the whole playbook, one tap deep.
Tap any state to open its ranked shelf
A-Player AcademyEverything an agent needs to learn, practice, certify, and succeed.
PortalsOne place for every carrier portal, enrollment system, and business tool.
ResourcesYour complete company library — scripts, brochures, compliance, forms, and guides.
On The Roadmap · Tap Any Tool For A Preview
TextingTwo-way SMS, blasts & drips from the deskSoon
DialerClick-to-dial straight down the Call ListSoon
Email BlastBranded campaigns by stage & stateSoon
TCPA ScrubberClean every list before you dialSoon
Data ScraperBuilt-in lead sourcing into the trackerSoon
Coverage, pricing, state availability, networks, underwriting, exclusions, and benefits can vary by state and plan version. Never guess. If anything is missing, unclear, conflicting, or unsupported by the documents on file, ask a leader before presenting to a client.
Sales reference only. This page is a sales reference and must not be used as the final determination of benefits. Always review the official plan documents and verify benefits, rates, and availability before making any coverage representations. If you are unsure about anything, ask a leader.
Bundle Components
Product Overview
Pricing by Age Band
Coverage Summary
Covered
May Be Covered
Depends on plan version, state, rider, underwriting, or waiting period — always verify.
Not Covered
Only exclusions supported by documents on file are shown — never assumed.
Sales Tips
Suggested from plan structure on file — confirm with your leader
Ideal Client
Selling Points
Common Objections
Recommended Add-Ons
Documents on File
⚠️If any benefit, exclusion, limitation, network question, underwriting question, or claim scenario is unclear, ALWAYS ASK A LEADER before providing guidance to a client. Never guess or make assumptions about coverage.
Command Center · Elite People. Elite Process. Elite Results. · Admin Only
Sales Dashboard
Loading the team book…
Command Center · Elite People. Elite Process. Elite Results.
Sales Dashboard
Pulling the board…
Follow-ups · One Tap To Google
Calendar
📅
Three ways to Google Calendar. Connect your Google account above and follow-ups sync automatically. Or push any single follow-up with its one-tap button. Or grab the .ics file to import your whole agenda into Google or Apple Calendar at once.
Command Center · Elite People. Elite Process. Elite Results.
Clients
Pipeline record
Client
Quotes on file
A-Player Agency
Weekly Training Schedule
The standard is gold. · Fully remote · All times Eastern
MONDAY
11:00 AM
Google Drive + Script training
1:00 PM
Team Call
2:00 PM
UHC training
TUESDAY
10:30 AM
Ameristead training
1:00 PM
Med Mutual callBrad Bussard
WEDNESDAY
11:00 AM
Allstate + SGIC training
1:00 PM
Team Call
3:00 PM
Sebastian CallWeekly
THURSDAY
11:00 AM
Iron Health training
1:00 PM
Med Mutual callBrad Bussard
FRIDAY
11:00 AM
Life X + ACA training
1:00 PM
Team Call
2:00 PM
SalesGod Training
Gold bars = your trainings White bars = team calls / meetings
A-Player Agency
Desk settings.
Billing, add-ons, privacy, and the keys to the machine.
Membership
Checking your membership…
First 2 months free · $9.99/month after · cancel anytime.
Cover a teammate
Uplines: pay the $9.99/mo for anyone on your team — billed to your card, credited to their account.
Owner tools — comp a member
Waive the fee: give any account free months. Stacks on top of whatever they already have.
Import your organizationOne paste brings in your agents and your production history — Claude does the formatting.
Team brandingLogos, colors, and taglines per team — agents see their squad’s look at login.
Files & resourcesThe company library — scripts, brochures, compliance docs, forms, and guides.
Calendar & syncYour follow-up calendar, .ics downloads, and Google Calendar connection.
Add-ons & plug-ins
SalesGod textingMANUAL IMPORT LIVE · AUTO-SYNC PENDINGPaste positive responses into the tracker today; full auto-sync switches on when SalesGod API access lands.
Google CalendarNEEDS CLIENT IDPer-agent calendar sync — activates when the Google OAuth Client ID is added to settings.
HealthSherpaPENDING AGENT IDACA marketplace quoting hooks in the moment the HealthSherpa agent ID is configured.
Discord team boardLIVEThe Team Board connects to the brokerage Discord for announcements and chat.
A-Player Agency
Our teams.
Every team, every agent — and the door for the next one.
Import your organization
What to send / upload — the full checklist
1. Every agent’s full name, phone number, NPN, email, and team. 2. Each agent’s comp information — stored private: only you can ever see it. It never appears on any board. 3.Every sales report for this year, for everyone — individual sales with dates where they exist, YTD totals where they don’t. 4. Don’t worry about agents already live on this desk — the importer detects and skips duplicates automatically (their numbers already flow from the CRM), and tells you exactly what it skipped.
Step 1 — Copy the magic prompt
Tap the button, open claude.ai, paste the prompt, and attach ALL your files — agent rosters, sales spreadsheets, reports, screenshots. Any format, any mess.
Step 2 — Paste what Claude gives back
Agents, sales, totals — all in one paste. The desk sorts every line automatically.
Team settings
Team:
Team branding
Branding re-lights your team’s entire desk — nav, tiles, metrics, ambient light.
The A-Player Academy stays in house steel: one universal curriculum, identical for every team.
Invite an agent
Joining team:
Command Center · Elite People. Elite Process. Elite Results.
Sales Dashboard
☏
Call List order: never-called leads rise to the very top, then oldest last-called first. Sold, Decline, Wrong Number, and Ghosted leads drop off the list — so the next dial is always the top row.
Tracker record
Lead
Every Relationship · One Workspace
Carrier Hub
🔐
Password hygiene: entries here are stored in your own protected account row and masked on screen — but for day-to-day autofill we still recommend a proper vault like Bitwarden (free). Never share logins in group chats.
Paste any YouTube, Loom, or Vimeo link and it plays right inside the desk. Hosting the file yourself? Upload the .mp4 with the site (resources/videos/…) and paste that path here.
On The Roadmap · Coming Soon
In build — preview only. No live connection or data yet.
From Insta Quote
Save to Pipeline
Built-in · A-Player Agency
Insta Quote
Estimates come straight from the rate files on hand (Alabama-based where noted) — this is a working worksheet for licensed agents, not a quote, offer, or guarantee. Verify rates, benefits, and availability with current carrier documents before presenting.
Marketplace Check · healthcare.gov · ZIP + income + ages → subsidy
A-PlayerAgency
