Skip to content
FOR MASTER BROKERS & AGENCIES

Recruit more agents. Keep the ones you have producing.

A master broker lives and dies by agent count and production. Solvify360 automates your agent recruitment pipeline, keeps your network engaged, and reactivates dormant producers — so you grow the book without growing the headcount.

Reply in < 2 min Connects on top of your CRM / network TCPA-compliant SMS
This morning in the networkIllustrative
Leads routed to agents (< 2 min)34 / 34
Recruiting interviews booked today9
Agents in automated follow-up25
All 34 routed instantly: 9 interviews booked, 25 agents being worked automatically.
BUILT FOR MASTER BROKERS Reply in < 2 min Connects on top of your CRM / network TCPA-compliant SMS Live in 2–3 weeks
01 — THE LEAK

Agent candidates who never onboarded. Producers who went quiet.

Enter your active agent count, your monthly recruitment inquiries, your onboarding conversion rate, and your average production per agent. The math shows what closing the recruitment and reactivation gap adds to your network's total production.

New leads per month25
% of calls/leads unanswered30%
Of leads you answer, how many buy?30%
Appointments booked per month20
% of appointments that don't show25%
Average ticket / margin per sale (USD)$5,000
Past customers in your base (dormant)200
If you reactivated just this % per year5%
ESTIMATED LEAK / MONTH
$22,900
$275,000 per year
Unanswered leads$11,300
No-shows$7,500
Dormant base unworked$4,200
Get the breakdown as a PDF

Your math, plus how to close each leak. No spam.

Estimate based on your data, not benchmarks. Actual results depend on your operation.

Validate my real number →
02 — THE ENGINE IN YOUR NETWORK

Four jobs, running every single day

01

Agent recruitment pipeline automated

Inquiries from job boards, referrals, social ads, and industry events hit one qualified pipeline. Every candidate gets an immediate reply, a qualification sequence, and a contracting call booked — without your team chasing them manually.

02

Onboarding follow-up that closes the loop

Candidates who started contracting and stalled get a structured follow-up sequence — E&O reminders, license verification prompts, carrier appointment checklists — until they're active. No candidate falls out because nobody followed up on the paperwork.

03

Producer engagement and retention

Active agents in your network get regular value-add touches: product updates, carrier promotions, co-op leads, training invitations. Engaged producers write more business — and stay in your network longer.

04

Dormant producers reactivated

Agents who haven't submitted business in 60+ days get a targeted re-engagement sequence. A new carrier appointment, a hot lead, or a rate update is often all it takes. You recapture production before they defect to another MGA.

FREE TOOL · 4 AREAS · 28 QUESTIONS

How efficient is your business? Score it in 5 minutes.

Answer 28 quick questions — marketing, profitability, automation & AI, sales & operations — and get your score by area, plus the gaps to close first.

Take the free assessment
03 — IN YOUR NETWORK

An agent recruitment inquiry from a LinkedIn ad

STEP 1 · RECRUITMENT INQUIRY10:22

Hi, I saw your ad about joining the network. I'm a licensed P&C agent in Florida with 4 years experience. What does the contracting process look like?

STEP 2 · AI QUALIFIES10:23 · +44 s

Hi! Great timing — we're actively contracting in Florida. The process takes about a week once we have your E&O and license info. Are you currently captive or independent?

Automatic reply · Solvify AI
STEP 3 · CONTRACTING CALL BOOKED10:31

Agent answers 3 qualification questions. System sends contracting checklist, books an onboarding call, and notifies the recruiting manager with the agent's profile.

If agent stalls on paperwork after 48h, a 7-day follow-up sequence fires: E&O reminder, license verification prompt, and a direct link to the contracting portal.

DEMO CONVERSATION — illustrative example of the real flow

Book your Operations Diagnostic

Your recruiting funnel and your agent network, working themselves.

No migrations: your AMS, your carrier portals and your compliance team stay exactly where they are.

No empty activity reports: we measure candidates interviewed, agents activated and production.

We convert the candidates your marketing and referrals already generate — and when you want more candidate flow, we also build the machine that attracts it.

04 — DIAGNOSTIC

30 minutes. Your network's recruitment and production leak mapped. Free.

Bring your active agent count, last quarter's recruitment inquiries, your onboarding conversion rate, and your list of dormant producers. We'll show you exactly where candidates and production are leaking and what the engine closes.

+1 (786) 981-8432

Call us. If we can't pick up, an automatic text reaches you in under a minute — a small taste of the system we install.

Request your diagnostic
Step 1 of 2 — you pick your time next

Frequently asked questions

CallBook diagnostic