One system. Build it around your business.
One insurance sales platform for agencies and their agents. Agencies run it their way, and agents get more for less. Pick your seat to see your side.
You can switch views at any time from the bar at the top.
Plug in fast. Keep full control.
The IMO’s whole system on day one, under your name, your rules and your own web address, with new ways to earn.
Your agency, on its own platform.
Your name, your logo and your own web address. Your agents sign in to your platform, under your brand.
Your agents sign in at your address, under your logo and colors. It looks and feels like your own platform.
- Your domain. Connect a web address you own, such as portal.youragency.com, in Studio.
- Your brand. Your logo, colors and words on the portal and on every agent's desk.
- Your assistant. Echo answers leads under the name you give it.
Everything your team runs on, in one place.
Press ▶ on a tool for a 15-second look with sample data.
Agency Portal 20 tools for the team
Producing
6Everything an agent needs to write the business.
Also included5 more
- QuoterLive rates from Insurance Toolkits, inside the portal.
- My bookEach agent's clients and policies.
- Carriers and licensesAppointments and active licenses.
- ScriptsThe team's call scripts.
- Buy leadsWhere to buy leads.
Performance and pay
4See who's producing and what they've earned.
Also included1 more
- Money and lead ROIBudget, profitability and lead ROI.
- Comp and promotionCalculator, rate chart, promotions.
Team
4Grow and run the team from one place.
Also included2 more
- Team calendarMeetings and trainings.
- AnnouncementsNews to every agent.
Training
6Get new agents producing faster.
Also included5 more
- Onboarding courseYour own course for new agents.
- Practice applicationsRehearse real applications.
- 90-day planA first ninety days, laid out.
- Business cardA digital card to send a lead.
- Start-your-agency guideThe playbook for a team.
Studio Shape it your way, without code
Make it yours
4Your logo, colors, domain and words, everywhere your team looks.
Also included2 more
- WordsRename product words, such as Lead or Team.
Set it up your way
3Your roles, pipeline and records, without writing code.
Also included2 more
- Fields and stagesYour own fields and stages.
- Tables and pagesCustom tables and lead forms.
Earn and connect
3Set your team's prices, sell to other agencies, and plug in your tools.
Also included2 more
- Phone pricingYour team's texting and calling prices.
- API and webhooksConnect your tools.
Draft, then live, then on the record. Every change saves as a draft, publishes to your team, and lands in the history, where you can restore an old version.
Your team saves. Your agency earns.
Lower texting rates and the member price for your agents, and three ways for your agency to earn.
Your agents already pay far less than on GoHighLevel. Set your team's price in Studio, and the difference is paid out to you monthly.
Paid by your agents' usageList leads, booked appointments, playbooks and anonymized data points. The buyer pays, and your share is paid out monthly.
Paid by other agenciesROI by lead type shows where lead money is wasted. Spend moves to the sources that turn into paid premium.
Lower lead costWhat it costs
Prices as of October 2026Agency
Or $4,000/month for Full. The Agency Portal and Studio for the whole agency, under your brand. Every portal seat is included, with no minimum size. Includes EZ for the owner.
EZ, at the member rate
Agents who join through your team link pay the member rate. You earn $30 of every member payment, and it pays down your plan first.
Based on the numbers above
Your plan, less what your 50 agents earn you.
Plugged into the IMO, run your way.
Step through what moves between the IMO, your agency, your agents and the vendors.
From purchase to a producing team.
Self-serve, the same day.
- Day oneBuy your portal
Buy the Agency plan on buildezpz.com. Your portal goes live under your name.
- Day oneShare one team link
Agents join through your link and land on your team at the member rate.
- Week oneOnboard and appoint
Your onboarding course, contracting and licensing in one path.
- OngoingProduce and earn
Track pace against goal, pay, promotions and ROI by lead type.
Ready when you are
Buy the Agency plan on the website and go live the same day. Then send your agents their view.
One clean system, at a lower cost.
One login from first text to paid policy, for less than the tools you pay for today. The best plays from across the IMO come built in.
Everything you need, in one login.
Press ▶ on a tool for a 15-second look with sample data.
EZ 17 tools in one login
Leads and pipeline
5Every lead in one place, from first touch to close.
Also included3 more
- Bring your bookOld CRM files import mapped.
- Meta lead-form syncNew leads land at once.
- Landing pages and bookingYour pages, with booking.
Calls and texts
5Reach leads fast, and never miss a reply.
Also included3 more
- Live-call copilotTranscribes the call and fills the financial inventory.
- Two-way textingConsent and opt-outs handled.
- Business numbersFirst five covered.
Work that runs itself
4Follow-up that happens without you.
Also included3 more
- CalendarGoogle sync and booking.
- Virtual assistantsA seat for an assistant.
- Lead vendor shopCompare lead vendors.
Money and results
3Know what you've written and what it paid.
Also included3 more
- Financial inventoryA client's financial picture.
- Deals and commissionsCommission tracking.
- Dashboard and reportsYour numbers, exportable.
A new lead reaches you in seconds.
Echo answers at once, day or night, and hands the lead to you when they ask.
- Second 0Lead submits
From your Meta lead form, landing page or a lead vendor.
- At onceLands in EZ
Scored, with its full history, in your CRM.
- 24/7Echo texts back
The assistant replies in your voice, day or night.
- When askedYou take over
Echo hands you the lead when they ask for you.
Pay less. Earn more.
Lower texting rates, the member price and no separate dialer bill, plus new ways to earn.
Run your own digital ads and sell the leads you don't work to other agents, including your own team, in the lead marketplace. Every sale is exclusive.
Paid by other agentsThe scripts, lead sources and workflows that work across the IMO are already in your system. More closed deals means more commission.
More commissionOne system replaces a separate CRM, dialer and texting tool, at the agency member rate.
Lower monthly costWhat it costs
Prices as of October 2026EZ
CRM, texting, power dialer and Echo. Texting registration with an EIN and your first five numbers are covered.
EZPZ
EZ plus your back office: sales trainer, underwriting guide, performance and money.
Your agency and the IMO, behind you.
Step through what reaches your desk, what counts toward your agency and where your leads come from.
Get started
Join through your agency’s team link to get the $199 member rate. Ask your agency builder for it.