AgentPresent · Limited beta

The presentation layer your CRM doesn't have

Compare life products, visualize differences, and present on iPad — without quoting or replacing AgencyZoom. Built for licensed agents who close in person.

1-month free trialPro · then $6.99/mo · all modules

Launch offer when the app ships — 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)).

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.

What you get

  • 40 pdf-verified life products (Term + IUL)
  • Side-by-side specification table with neutral client presentation mode
  • Share link + live sync while you present on iPad
  • Charts: premium bars, crediting rates, IUL stress test (supplemental aids only)
  • Agent discussion notes — hidden from client view

Get the iPad app

AgentPresent runs on iPad. Join the waitlist for launch updates, or download when live on the App Store.

App StoreLearn more

Missing a carrier?

Licensed agents can upload advisor-use producer guides in the iPad app for gaps we cannot crawl publicly (MetLife, Northwestern, NY Life Term, and more).

Run these five flows before sharing async feedback (no live interview required).

  1. 1Term replacement: select three products, enter illustration premiums, present client mode
  2. 2IUL accumulation: compare cap/floor specs, run stress test, export PDF for follow-up
  3. 3Living benefits: use agent discussion notes + spec comparison notes (agent-only)
  4. 4Share link: save case, enable share, open /view/{token} on second device while editing
  5. 5CRM import: paste client name/premium from AgencyZoom or Zapier deep link

Join the pilot waitlist

Free tier (all modules, 3 comparisons/day) · Pro: 1-month free trial, then $6.99/month, automatically charged (or $49.99/year, no free trial, charged today) · iPad-ready client mode

By joining you confirm you are a licensed insurance professional. AgentPresent does not quote, underwrite, or sell insurance.

Supplemental visual aid only · Not an official illustration · Licensed professionals only