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
First month freePro · then $19.99/mo · or $149.99/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: first month free, then $19.99/mo. Auto-renews until cancelled in Settings → Apple ID → Subscriptions at least 24 hours before the period ends. Yearly plan bills $149.99/yr with no introductory price. 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 — designed for producers and advisors who close face-to-face.
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 talking points you prepare, mark what you covered, and jump to the exact table row during the meeting. Agent-only — never shown to clients.
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 required). 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 — first month free, then $19.99/mo (or $149.99/yr). 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
First month free
Then $19.99/mo — or $149.99/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 — first month free, then $19.99/mo (or $149.99/yr) 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 — first month free
Launching soon on the App Store. Join the waitlist for first access — first month free, then $19.99/mo (or $149.99/yr) via Apple. Licensed professionals only.
Pro monthly: first month free, then $19.99/mo. Auto-renews until cancelled in Settings → Apple ID → Subscriptions at least 24 hours before the period ends. Yearly plan bills $149.99/yr with no introductory price. New subscribers only; prices in USD, set at purchase through Apple.