RESOLVEEverything a producer needs. Nothing a producer doesn’t.
Ten modules, all real, all working today — not a roadmap slide.
Pipeline & Book of Business
Drag deals through New Lead, Contacted, Quoted, App Taken, and Underwriting. Every client record shows persistency by draft date, lapse risk in the current grace window, and full payment history — the same data your carrier statements have, without waiting for the statement.
Leads Hub
Work your list sorted by AP at risk and days remaining. Status transitions are validated server-side against a real lifecycle graph — New can't jump straight to Issued because someone fat-fingered a dropdown.
RESOLVE Dialer
A native calling workspace over your own leads — call and text straight from the queue (tel:/SMS, no VoIP to configure), log every outcome as you go, and see it land on your calendar and in your stats without switching screens.
Carrier Quoting & Comp Grid
The full Family First Life comp guide ships loaded: 16 carriers, 53 products, every contract level from 65% to 145%. Quote comparisons price each carrier at your real level and flag states you aren't licensed in before you present, not after.
Client Records & Compliance
SSN, bank routing/account, card number, and driver's license are encrypted at rest. Medical conditions — confirmed and falsely-flagged — are split cleanly and only decrypted through an authorized, audited call. Nothing sensitive is ever a plaintext column.
Commissions & Chargebacks
One ledger row per policy, priced off the same comp-grid data the quote engine uses. A chargeback records the clawback itself and reflects it on the matching commission — the ledger and the chargeback history always agree.
RESOLVE Intelligence
A daily executive brief, a production forecast built from your real pace, and coaching pulled from your own dials-per-submit and cost-per-source. Every number is computed from your data or it doesn't ship — no invented benchmarks.
MasterHub & Master Portal
Owners see 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. Master Portal is the layer above that: per-account feature gating, contract and role management, and a read-only "view as" for support.
Discord Integration
Route policy-issued, chargeback, and recruiting events to real Discord channels by event type, with per-channel routing, event enable/disable, delivery history, health status, and one-click retry on a failed send — not a webhook you hope is still working.
Import & Data Portability
Bring your existing book, leads, dial tracker, and lead spend history in as CSV or Excel, in whatever column layout your export already uses — RESOLVE detects what the file is and maps its columns automatically. Import creates carriers it doesn't recognize and never duplicates a client who already exists; a chargeback is just a policy status, not a separate upload.
Promotion rules enforced exactly as written, not eyeballed at review time.
Annuity carriers — Athene, F&G, Liberty Bankers — pay a percent of premium by product and issue age rather than off the contract ladder; those schedules live separately and are priced the same way.
- Two consecutive qualifying months. Counted automatically; flags the moment you've earned the next level.
- Re-qualify one month of every three. Warns before the demotion, not after.
- First two months are ramp. Excluded from milestone counting.
- The 90-day / $20,000 rule. Flags any agent past month three who's under.
- Builder cap ($75,000 personal). Caps personal production when testing builder levels.
Finds the weakest step in your own funnel — not generic advice.
Contact rate, presentation rate, submit rate, or placement — RESOLVE names the earliest broken step, because fixing that is worth more than fixing anything downstream of it. Load your dial tracker and lead spend history and the math runs on your numbers, going back as far as you have them.
“Aged DM is costing you $888 per issued policy against $210 for Facebook FE. Move about $2,220 a month across and that’s roughly $7,771 more annualized premium for the same budget.”