Side-by-side specification table
Compare up to three products on one screen — factual rows only, for kitchen-table and iPad discussions with your client.
iPad app for licensed agents
1-month free trialPro · then $6.99/mo · or $49.99/yr
Offer available when the app launches on the App Store — join the waitlist for first access.
Present plans side by side — in the meeting, on iPad.
AgentPresent is the presentation layer your CRM doesn't have. The full product runs in our iPad app — this site is for learning, pricing, and articles.
Join the pilot waitlistComing soon to the App Store
Pro monthly: 1-month free trial, then $6.99/month, automatically charged. Cancel at least 24 hours before renewal in Settings → Apple ID → Subscriptions. Yearly plan is $49.99/year with no free trial, charged today, then renews automatically. Deleting the app does not cancel. New subscribers only; prices in USD, set at purchase through Apple.
65+ products · Life · Medicare · Wealth · P&C · Subscribe via Apple In-App Purchase
AgentPresent
Your workspace — coaching visible, never shown to clients
Feature
Plan A · Primary
Plan B
Monthly premium
$142
$168
Living benefits
Included
Optional rider
Crediting cap
11.25%
9.0%
Floor rate
0%
0%
Playbook
Step 2 · “Living benefits — included here, optional rider there.” Tap to jump to the row.
Tap the toggle — your coaching vs the clean view your client sees.
Features
Everything you need at the kitchen table
All features below are in the iPad app — side-by-side specifications for in-person meetings. Not a ranked pick.
Designed for compliance
Not a quote engine — no rates, no binding, no consumer PII required. Neutral client views, agent-only coaching kept separate, and built-in disclosures protect your license in every meeting.
Interactive agent playbook
Step through discussion notes, mark what you covered, and jump to the exact table row. Agent-only — never shown to clients, and not a recommendation.
Client presentation mode
Neutral, large-type view of specifications your client can follow. Not a quote, recommendation, or suitability analysis.
Charts for discussion
Premium bars, crediting rates, and stress-test visuals — supplemental aids only, not official illustrations or performance guarantees.
Upload & compare (agents only)
Upload a producer guide PDF for AI-assisted spec extraction (10/month). NPN is optional. Files are processed on our servers for your account only — not shared with other agents. Confirm all specs before any client presentation.
CRM-friendly import
Pull client name and illustration numbers from AgencyZoom or Zapier — inside the iPad app, not another browser tab.
Modules
Insurance and wealth — one iPad tool
Life is free with the app. Pro unlocks all four modules — 1-month free trial, then $6.99/month, automatically charged (or $49.99/year, no free trial, charged today). See pricing.
Life
FreeTerm, IUL, living benefits
Included with the app — no subscription
Health
ProMedicare Supplement
Included in Pro
Wealth
ProAnnuities & FA presentations
Included in Pro
P&C
ProHomeowners HO-3 compare
Included in Pro
Pro launch offer
1-month free trial
Then $6.99/mo — or $49.99/yr · unlocks Health, Wealth & P&C
FreeLife module · start today, no card requiredProAll four modules after first free month
How it works
Three steps to a clearer client conversation
- 1
Download on iPad
Install AgentPresent from the App Store. Start free (Life), or try Pro — 1-month free trial, then $6.99/month, automatically charged (or $49.99/year, no free trial, charged today) for all modules.
- 2
Pick your lineup
Choose which products to compare and enter illustration numbers from carrier documents — for discussion only, not quoting.
- 3
Present to client
Show neutral specification summaries in presentation mode. Export PDF or share a read-only link. You deliver all advice verbally.
Get AgentPresent on iPad
Pro — 1-month free trial
Launching soon on the App Store. Join the waitlist for first access — 1-month free trial, then $6.99/month, automatically charged (or $49.99/year, no free trial, charged today) via Apple. Licensed professionals only.
Pro monthly: 1-month free trial, then $6.99/month, automatically charged. Cancel at least 24 hours before renewal in Settings → Apple ID → Subscriptions. Yearly plan is $49.99/year with no free trial, charged today, then renews automatically. Deleting the app does not cancel. New subscribers only; prices in USD, set at purchase through Apple.