RESOLVERun your entire insurance business from one operating system.
RESOLVE combines CRM, quoting, applications, commissions, recruiting, production intelligence, reporting, and business analytics into one platform built specifically for life insurance agents.
For independent producers running a solo book — and the agency you build once you start recruiting. Priced against the Family First Life comp grid.
Three questions, answered before you have to ask.
What’s working, what it costs, and what it pays — computed from your own numbers, updated as you write business, not a static report you pull once a month.
Production Intelligence
A daily executive brief and a forecast built from your own pace, not a generic quota tracker — where you actually land this month, projected from where you actually are today.
Lead Intelligence
Every source ranked by what it actually returns — cost per issued policy, not cost per lead — so the vendor that looks cheap on the invoice stops hiding what it really costs you.
Commission Intelligence
Priced at your real contract level against the full comp grid, before you write the case — not a street-rate estimate you have to correct after the statement arrives.
Real instruments, not a demo skin.
Every screen below is the actual product — illustrated with a representative book, not your empty state.
From your first policy to your first downline.
RESOLVE scales with the business, not just the desk — the same platform runs a solo producer and the agency they eventually build.
Agent development, proof-gated
A recruit can't advance a stage without an approved license upload. Stalled recruits surface automatically, with the reason, so you find out on day three — not at the next 1:1.
Built for the agency, not just the desk
MasterHub gives an owner every agent's pipeline, book, and check-in from one roster — read access to everything, write access to nothing that isn't theirs, enforced by the database.
RESOLVE connects information, people, performance, and action.
One connected system, not six disconnected tools wearing the same login — every module below reads and writes against the same data, the same access rules, the same book.
Leads
Every lead ranked by cost per issued policy, not cost per lead.
Pipeline
One canonical lifecycle from first contact to issued policy.
Commissions
Priced at your real contract level, before you write the case.
Agent Intelligence
A daily brief and a forecast built from your own pace.
Recruiting
Promotion rules enforced automatically, not eyeballed at review time.
MasterHub
An owner's whole agency, from one roster — read access to everything, write access to nothing that isn't theirs.
Bring your book in however messy it already is.
Upload a CSV or Excel export in whatever column order and naming your vendor happens to use — RESOLVE detects what kind of file it is and maps the columns automatically. No template to reformat into first, no chargeback file to keep separate from the book it belongs to.
The database decides who sees what. Not the interface.
A screenshot of a screen someone is allowed to see can’t be stopped. What can be controlled is who ever gets there.
Row-level security
An agent reads and writes only their own book. An owner reads the whole agency and writes none of it — enforced at the database layer, so it holds even if the interface is bypassed.
Encrypted at rest
SSN, bank routing/account, card number, and driver's license are encrypted at rest. Every reveal is authorized and logged, never a silent column read.
RESOLVE-managed infrastructure
RESOLVE runs and secures the platform for you — no servers to manage, no infrastructure to maintain. You focus on selling; RESOLVE handles the rest.
Priced for where your business is today.
RESOLVE Agent covers the full desk — pipeline, comp grid, commissions, and production intelligence — with no separate module fees. RESOLVE Team and Agency add recruiting, multi-agent management, and MasterHub as you grow past a solo book. See the full breakdown and current rate on the pricing page.
Rate locked at signup, before Version 2.0 pricing takes effect.