Partner Agent Program · By Invitation
Stop chasing leads.
Start owning a market.
2.2 million federal employees. 2.6 million retirees. Half a trillion dollars in TSP assets. And almost no one is speaking their language.
We built the website, the pipeline, the CRM, the training, and the software. You bring the license and the work ethic. In 14 days you're live — on your own federal benefits website, with 50 fresh federal leads dropping straight into your CRM, ready to work.
The Opportunity
The biggest client base
nobody is fighting for.
Federal employees, postal workers, and retirees are the most under-served, highest-value client base in America — and most agents will never touch them.
Federal civilian employees eligible for FERS, FEGLI, FEHB, and TSP planning.
USPS employees — a huge underserved subset with unique retirement questions.
Federal retirees and survivors making benefits decisions every single year.
Average TSP balance at retirement — every conversation carries real weight.
Sources: OPM FedScope civilian employment data; USPS employee count; OPM retiree rolls; TSP participant balance reports.
The Problem
You've felt this.
Every good agent has.
No brand.
Federal employees don't take meetings with strangers. Without a credible platform, you're just another business card in the recycle bin.
No training.
FERS, FEGLI, TSP, FEHB, survivor benefits — miss one detail and the prospect knows. And they don't come back.
No leads.
Cold-calling feds doesn't work. Buying garbage internet leads doesn't work. You need people who already raised their hand.
No system.
Scripts, CRM, disclosures, follow-up, compliance. Do it alone and you burn out before you break even.
The Solution
We built the machine.
You just plug in.
Same website our advisors use. Same lead engine. Same CRM. Same software. Same training. Your name on the site. Your leads in your CRM — in 14 days.
Brand
Your own personally-branded federal benefits website — live in days, not months.
Pipeline
50 fresh federal leads to launch — dropped straight into the CRM we provide.
Toolkit
Federal Benefit Specialist training and the Analysis Software Platform — included.
What You Get
Everything you need.
Delivered day one.
Five components. One package. Everything you need to look — and perform — like a national federal benefits authority from the day you sign.
Agent-Branded Website
Your own federal benefits website — your name, photo, and bio positioning you as the federal benefits advisor.
50 Fresh Leads to Launch
50 warm, opt-in federal prospects requesting a benefits review — delivered with your launch. Additional leads at pass-through cost.
CRM + Dialer Included
Robust CRM — leads auto-loaded, contact history tracked, email and text templates, predictive dialer built in.
Specialist Training
Federal Benefit Specialist training on FERS, TSP, FEGLI, and FEHB — on demand, plus a full day live with our team.
Analysis Software Platform
The Federal Benefit Analysis Software Platform — the same tool our in-house advisors use to close.
How It Works
Signed Monday.
Working leads in 14 days.
Book Your Onboarding Call
A 30-minute working session to lock in your domain, photo, bio, and CRM setup.
Complete Your Training
One full day of live 1-on-1 training with our team before your first lead drops.
Go Live in 14 Days
Website launched, CRM live, analysis platform ready, and your first 50 leads delivered.
Next Steps
Let's build your federal benefits practice.
Partner seats are limited by territory and onboarding capacity. Tell us about your practice and we'll set up a call.