SHIPPED · BUILT AND RUN BY US

Producer Path: a new producer producing in 60 days.

Producer Path is a gamified training platform built for insurance agencies. It takes a brand-new, unlicensed producer through every step: exam prep, licensing, compliance, and live sales-call practice against an AI prospect that talks back. Built for insurance agencies and in production use today.

Also lives inside the Insurance Agency page.

Producer Path home screen: Day 12 of 60, daily modules, XP level bar, and the journey phases Get Licensed, Get Appointed, Start Selling
DAY 12 OF 60 · ON PACE

Real product screenshot. Demo account data shown.

SEE IT WORK

The manager view: every producer, every day, at a glance.

Click "Complete Module" on any producer row to watch XP update and the leaderboard rerank. The AI call sim tile shows a sample practice transcript.

Product recreation with simulated data. The build is real.
Manager DashboardLIVE VIEW (simulated)

PRODUCER ROSTER · WEEK 3

Product recreation with simulated data. The build is real.

XP LeaderboardTHIS WEEK

RANKED BY XP · UPDATES ON MODULE COMPLETE

Product recreation with simulated data. The build is real.

AI Call Simulator · Practice TranscriptSAMPLE CALL

PRODUCER PRACTICES AGAINST AN AI PROSPECT · GRADED SCORECARD ON EVERY CALL

AI Prospect (simulated) I already have coverage with my current carrier. Why would I switch?
T. Alvarez (producer, illustrative) That is totally fair. Most of our clients felt the same way. What I find is that a lot of people have not had a full coverage review in a couple of years, and gaps tend to show up in renewal cycles. Would you be open to a 10-minute comparison just so you have the full picture?
AI Prospect (simulated) Maybe. What exactly would you be comparing?
Scorecard · AI graded Objection handling: Strong. Tone: Confident. Pivot to next step: Effective. XP awarded: +40

Product recreation with simulated data. The build is real.

All names and data above are fictional and illustrative only. No real producer or client data is shown.

WHAT'S INSIDE

Every piece of the path, from unlicensed to selling.

Producer Path covers the full ramp from day one. Here is what is built and running.

01

60-Day Structured Path

Three sequential phases: Get Licensed, Get Appointed, Start Selling. Each phase unlocks the next. Producers cannot skip ahead. Managers see exactly which day each producer is on and whether they are on pace.

02

150 Training Modules

Bite-size modules across all three phases. Each module is short enough to complete in a single sitting. Progress is tracked per module so the manager dashboard always reflects the current state.

03

Licensing Exam Quizzes

Exam-style quizzes with licensing guidance covering all 51 states and DC. Producers drill on the material in the format the actual exam uses, inside the same platform where they do everything else.

04

AI Call Simulator

Producers practice handling objections against an AI prospect that actually talks back. Every practice call is scored and graded. Producers see what worked and what did not before they are on a live call.

05

Power Dialer with Live AI Voice

Endless practice dials with an AI voice on the other end. Producers build reps and confidence before they ever touch a real prospect list. The volume of practice available is limited only by the producer's time.

06

Manager Dashboard

Track every producer's progress in one view: which phase they are in, which modules they have completed, whether they are on pace for the 60-day target. The dashboard shows the truth, not a check-in conversation.

07

XP and Leaderboards

Producers earn XP for every module completed, quiz passed, and practice call finished. Leaderboards show the team ranking and update in real time. Streaks and badges reward consistent daily progress.

The Oversight Layer

Every system we ship runs inside the Oversight Layer: approval inbox, audit trail, kill switch.

Producer Path is no exception. Manager access controls, audit logs of every module completion and call simulation, and the ability to pause or adjust any part of the system are built in from day one, not added on later.

Read how we govern our AI →

Want one like this in your operation?

Stop losing the first 90 days of every new hire.

Get a free fit call and find out whether Producer Path is right for your agency, and what a full build would look like for your operation.

Fixed-fee diagnostic. Written scope before any build begins.