THE BEST SYSTEM IN INSURANCE.
Most agencies hand you a script and wish you luck. We plug you into a machine: a certification academy, a searchable playbook with live call tools, a lead vault, and a scoreboard that never sleeps.
YOU BRING THE HUNGER. THE SYSTEM BRINGS EVERYTHING ELSE.
Day one, you're not handed a PDF — you're handed an operating system.
The Academy
Nine modules from license to first sale — products, carriers, the money math, and every script — with quizzes that gate every step. Finish it and the rest of the system unlocks automatically.
The Playbook
Every script word-for-word, every rebuttal, every carrier's rules — searchable in seconds, mid-call. Plus a comp calculator, a carrier picker, and an objection drill built in.
The Vault
Real leads and a look-up library that answers in ten seconds what other agents spend an hour hunting for. Your book of business is yours — tracked, protected, growing.
Plus $300 backend, monthly residuals from month 13, bonuses, and overrides as you build. One sale a day, five days a week ≈ $4,500/week in advances alone.
FROM STRANGER TO CERTIFIED PRODUCER.
Interview
Fifteen minutes. We show you the system and the math. If we're a fit, you start pre-licensing that same week.
Get licensed
Two to four weeks of study, then your state exam. We check in the whole way — nobody grinds alone here.
Contract + certify
The day your license clears, carrier contracting goes out and your Academy link lands. Nine modules, 82 questions, from your phone.
Everything unlocks
Certify and the machine takes over: Playbook and Vault open, the team gets told, your platform seat is created automatically. Advances hit on your first premium.
PRODUCTION IS PUBLIC. EXCUSES AREN'T.
The floor is live
Call sessions run 9–6 Monday to Friday, 9–2 Saturday, camera on, on a live Discord floor with your team beside you.
Everything is tracked
Hours, deals, streaks and records — logged automatically and posted on the board. When you win, everybody sees it.
Leaders who still sell
You're coached by producers, on live calls, with the same scripts in the same playbook — not by theory.
THE THREE QUESTIONS EVERYONE ASKS.
"Do I need a license already?"
No — most of our agents joined before they were licensed. We point you to the pre-licensing course for your state and walk with you to the exam. Most people are licensed in 2–4 weeks and selling right after.
"What does it cost me?"
There are no fees to join Excel Financial, and the lead vault is provided. Your state's pre-licensing course and exam are yours — typically a few hundred dollars depending on the state — and that license is a career asset you own forever.
"Is this commission-only?"
Yes — you're an independent broker (1099). That's exactly why the math works the way it does: 80% product comp, $900 advances on an average sale, residuals from month 13. No cap. The system exists so you're never guessing how to earn.
IF YOU'RE HUNGRY, WE'RE HIRING.
Fifteen minutes. We'll show you the system, the math, and exactly what your first 90 days look like.
Book Your Interview