Services Available

Non-Branded Broker Documents

Empower your business with foundational tools—professionally created,

compliance-friendly, and ready to use.

Our non-branded broker documents are designed to simplify your workflow, enhance your credibility, and support your clients with clarity and confidence—without locking you into any specific brand. These resources help independent agents work smarter, stay organized, and remain compliant.

✔ DIMER Disclosure Form – A must-have to protect both you and your clients by ensuring transparency and compliance in every interaction.

✔ Multi-Carrier Underwriting Guidelines Spreadsheet – Quickly compare underwriting rules across top carriers to streamline your recommendations.

✔ Health Insurance Questionnaire (Under 65) – A strategic intake form to help gather essential info for ACA and private plans.

✔ Medicare Advantage & Med Supp Questionnaire (65+) – Designed for precision, these forms support a smooth enrollment experience.

✔ Life Insurance Intake Questionnaire – Organize your fact-finding with ease, whether it’s for term, whole life, or final expense policies.

✔ Annuities – Tailored to uncover client goals around retirement income, wealth preservation, and legacy planning through annuity products

✔ Life Plan Questionnaire - Goes beyond insurance—it’s a blueprint for holistic financial wellness. This dynamic tool helps agents uncover client needs across all stages of life and financial growth.

✔ And Much More – With ongoing additions to keep your toolkit fresh and your process efficient.

No logos. No fluff. Just real tools that work.

Non-Branded Client Facing Documents

Professional-grade resources your clients can trust from the first conversation to final signature and beyond.

These tools are designed to support brokers in delivering high-quality client experiences without promoting a specific brand. Ideal for new agents, multi-entity teams, or agencies that want clean, generic resources ready to deploy across markets.

Our tools help Agents/Brokers:

✔ Simplify data gathering for quotes and applications.

✔ Set clear expectations with disclosures and prep sheets.

✔ Improve credibility and streamline communication.

Examples include:

✔ Plan Comparison Worksheets

✔ Client Intake & Interview Forms

✔ Needs Assessment Checklists

✔ Enrollment Readiness Checklists

✔ Coverage Explainers for Different Insurance Types

All documents are designed to look clean, clear, and organized—without logos, colors, or brand names—so they can fit seamlessly into any presentation or appointment flow.

🧠Use them in email, in person, or online. These tools work wherever you do.

Branded Broker Documents

Your business. Your brand. Your edge.

All of our non-branded broker documents can be fully customized and branded to reflect your business identity—for an additional cost. This added layer of personalization positions you as a polished, professional, and trusted expert in your market.

But it doesn't stop at just dropping in your logo.

✔ Logo & Brand Colors – Match your unique brand identity so your docs feel cohesive and professional.

✔Custom Spreadsheets – Tailored with the exact carriers, agency structures, and data fields you work with—making quote comparisons and data tracking a breeze.

✔ Optimized Columns & Layouts – Whether you want underwriting grids, call tracking, commission tiers, or quoting tools—we'll build it around your workflow.

✔ Business-Specific Language & Terminology – Customized to speak directly to your clients and reflect how your business operates.

✔ Forms That Fit Your Funnel – Whether you're running webinars, lead forms, or onboarding flows—your materials will seamlessly align with how you do business.

📌 Every document you see in our non-branded collection is available for full branding customization—with additional tailored design and formatting to reflect your business structure, tone, and services.

Branded Client Facing Documents

Client-ready. Brand-forward. Built to impress.

These aren’t just tools—they’re touchpoints. Every document is customized to reflect your agency’s voice, visuals, and value. When your clients see your brand consistently across every stage of the process, it builds trust, recognition, and long-term loyalty.

Just like with our broker docs, we can fully customize your client-facing tools to match your:

✔ Logo, colors, and fonts

✔ Business name, taglines, and contact info

✔ Unique client journey or service flow

Branded versions include customized layouts and messaging for:

✔ Personalized Coverage Explainers

✔ Client Intake Forms with Your Specific Process

✔ Your Own Educational One-Pagers & Flyers

✔ Digital Enrollment Checklists & Follow-Up Templates

✔ Financial Needs Assessments Tied to Your Services

Whether you’re running a solo brand or managing a downline of agents, branded tools help set a professional tone and make your agency stand out at every client touchpoint.

✨Perfect for email onboarding sequences, in-person presentations, or embedded client portals.

Upline Assistance

Unlock the full potential of your business with the right upline—where mentorship, support, and top-tier contracts meet your goals.

Agent Assist is committed to helping independent agents and brokers find the right partnerships to grow and scale with confidence. Whether you're just getting started or you're ready to level up your business, aligning with the right upline can make all the difference.

We work closely with trusted, established agencies that offer top-tier contracts, hands-on support, and resources that truly empower you—not just sign you up and disappear. You’ll gain access to more than just better commission levels; you’ll also be supported by a team that wants to see you succeed long term.

We evaluate each agent's unique goals, product focus, and licensing footprint to ensure you're matched with an upline that aligns with your values and business structure. These uplines aren’t just providers—they’re partners in your success.

What we help with:

✔ Access to vetted ACA, Medicare Advantage, Medigap, and Life Insurance uplines

✔ Personalized matching based on your product specialties and state licenses

✔ Support with onboarding, certifications, and carrier appointments

✔ Guidance on choosing the right Field Marketing Organization (FMO) or General Agency (GA)

✔ Opportunities for co-branded marketing materials and shared technology platforms

✔ Transparent contract structures and commission payout expectations

✔ Ongoing communication and mentorship, not just a sign-up link

✔ Support with compliance, lead generation options, and CRM integration

If you're tired of feeling like just a number—or you don’t know where to start—Agent Assist can help you build with the right team behind you.

Small Agency Optimization & Downline Development

Build and scale your agency with the right systems, support, and strategies—empowering you to lead a successful downline and grow your business.

Agent Assist is here to help you evolve from independent agent to thriving agency leader. Whether you're looking to build a small team or a growing downline, we guide you through every stage of the process—from strategy to structure to scalability.

Most agents hit a wall when transitioning from solo production to leadership because they lack the tools, systems, and support to manage others. That’s where we come in. We help you lay the foundation for a compliant, efficient, and profitable agency model built to retain agents and drive growth.

You’ll learn how to position yourself as an effective upline, offer value to recruits, and run your agency like a business—not a hustle. From workflows to onboarding, we’ll help you build a brand agents want to be a part of.

What we help with:

✔ Step-by-step guidance on structuring your agency and obtaining necessary credentials

✔ Customizable onboarding workflows, agent agreements, and SOPs

✔ Support in setting up your CRM, calendar, email, and automation tools

✔ Branded and non-branded tools to help you recruit and retain agents

✔ Assistance creating commission structures, team incentives, and performance tracking

✔ Leadership coaching to help you transition from producer to team leader

✔ Access to training and development materials for your downline

✔ Scalable systems that grow with you—from two agents to twenty

You don’t have to figure it all out on your own. Let Agent Assist help you build a business that supports agents, serves clients, and scales with confidence.

Affiliate Program Integration

Diversify your income and strengthen client retention by aligning with values-based affiliate programs that complement your core insurance offerings.

Agent Assist helps you unlock new revenue streams and value-adds for your clients and team by introducing vetted affiliate programs that go beyond traditional insurance sales. Whether you're passionate about financial wellness, clean living, or innovative health technologies, we help you plug into programs that align with your mission—and your market.

You don’t just get a referral link. We help you understand how to weave these offerings into your existing client conversations, marketing strategies, and agency workflows—whether you're a solo producer or growing a team.

What we help with:

✔ Personalized recommendations for affiliate programs like UWE/UCES (credit, debt, legal, ID protection), Melaleuca (eco-conscious wellness products), and LifeWave (stem cell activation patches)

✔ Tools and templates to promote affiliate programs without coming off salesy

✔ Education on compliant marketing strategies and ethical promotion

✔ Support with onboarding, training, and tracking for each affiliate opportunity

✔ Guidance on integrating affiliate offers into your CRM, emails, and funnels

✔ Branding options for client-facing and agent-facing materials

✔ Multi-stream income strategies tailored to your brand and client base

✔ Done-with-you consulting to help monetize more without burning out

If you're ready to serve clients more holistically and create long-term income beyond policy commissions, Agent Assist can help you integrate affiliate programs with purpose and professionalism.