Side-by-side PK table
Compare your carrier against one or two competitors on one screen — built for kitchen-table and iPad presentations.
Built for licensed agents & advisors
AgentPresent is the presentation layer your CRM doesn't have. Compare insurance and financial products visually with clients — not quotes, not consumer shopping.
90+ pdf-verified products · Life · Medicare Supplement · Wealth · P&C
Supplemental visual aid · Not an official illustration
Features
Designed for producers, financial advisors, and Medicare agents who close face-to-face — not for online quote shoppers.
Compare your carrier against one or two competitors on one screen — built for kitchen-table and iPad presentations.
Hide agent-only notes, enlarge type, and walk through talking points while your client follows along.
Send a view-only link to a second device. Edits on your iPad update in real time during the meeting.
Premium bars, crediting rates, coverage radar, and IUL stress tests — visual aids, not official illustrations.
Drop in a producer guide PDF. AI extracts specs so you can compare a missing carrier in minutes.
Pull client name and premium from AgencyZoom or a Zapier deep link — presentation layer, not a replacement CRM.
Modules
Start with Life. Unlock Health, Wealth, and P&C as you grow. Same PK-table workflow across every module.
How it works
Set your carrier as recommended, add competitors, and enter illustration numbers for this client.
Flip to presentation view on iPad. Use charts, PK table, and step-by-step talking points.
Send a live link, export a PDF for follow-up, or save the case for your next appointment.
Try the live demo now — no waitlist required. Join the beta for pilot pricing and early access to new carriers.