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.

Pilot · $29.99/mo · Life module first

What you get

  • 40 pdf-verified life products (Term + IUL)
  • Side-by-side PK table with client presentation mode
  • Share link + live sync while you present on iPad
  • Charts: premium bars, crediting rates, coverage radar, IUL stress test
  • Agent cheat sheet — hidden from client view

Try it now (no waitlist)

The comparison tool is live for dogfood and demos. Sign in to save cases and share with clients.

Open comparisonAgent sign in

Missing a carrier?

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

Upload carrier PDF

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

  1. 1Term replacement: pick recommended + 2 competitors, enter illustration premiums, present client mode
  2. 2IUL accumulation: compare cap/floor, run stress test, export PDF for follow-up
  3. 3Living benefits talk track: use cheat sheet + competitor takedown panel
  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

$29.99/mo target pricing · Life module (Term + IUL) · 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