The Producer First operating system
Your complete producer AI system. $399 a month.
One connected workspace to launch exclusive campaigns, respond with AI, book appointments, dial prospects, manage the pipeline, and nurture clients.
Available to eligible active 1099 producers
Platform-wide historical figures are reported by the underlying technology provider and are not Producer First production results. Individual results vary.
Explore the operating system
See how every part of production stays connected.
Switch between the system modules, then view the value from an individual producer or agency-builder perspective.
Capture · Individual producer
Launch exclusive lead campaigns without rebuilding the wheel.
Choose an approved life insurance campaign, geography, and budget. New opportunities route directly into the same workspace where follow-up begins.
- Approved campaign frameworks
- Producer-controlled market and budget
- Exclusive lead delivery into the CRM
Individual producer value
Control when, where, and how much you invest from the campaign tools inside your $399 monthly Producer First AI System.
Showing Lead engine for Individual producer
The complete technology stack
More than software. A working production environment.
Every capability has a specific job inside the producer workflow. Together, they create one connected operating system instead of another collection of monthly subscriptions.
Exclusive lead campaigns
Approved life insurance campaign frameworks with producer-controlled markets, geography, and budget.
AI-assisted texting
Timely initial response, qualification support, follow-up sequences, and appointment-booking assistance.
CRM and visual pipeline
Every contact, conversation, stage, task, and next action organized in one producer workspace.
Integrated power dialer
Dialing, voicemail tools, callbacks, talk-time activity, and the full contact record working together.
Booking and calendar
Direct scheduling, calendar synchronization, confirmations, reminders, rescheduling, and no-show follow-up.
Client nurture
Policy check-ins, anniversary touches, service reminders, and referral-request opportunities after the sale.
Producer presence
A professional profile with producer information, verification details, approved relationships, reviews, and booking.
Agency-ready systems
Repeatable campaigns, workflows, onboarding, and activity visibility for producers building a larger organization.
One connected workflow
Every action creates the next clear action.
From the moment a lead enters the system through long-term client service, the information stays connected and the producer always knows what comes next.
- 01Capture
Lead arrives
Exclusive campaign routes the opportunity into the CRM.
- 02Respond
AI engages
Qualification, follow-up, and booking support begin.
- 03Book
Calendar confirms
The appointment, reminders, and pipeline stage align.
- 04Sell
Producer takes over
Dialer, history, tasks, and the next action are ready.
- 05Serve
Relationship continues
Client care, reminders, and referrals stay organized.
A clear value architecture
Enterprise-level tools without the enterprise-level price.
Producer First AI System access is $399 per month. Producers separately choose and purchase their approved leads at cost.
Simple, transparent system pricing.
Producer First AI System access follows one flat $399 monthly rule. It gives producers AI follow-up and booking, AI lead-funnel management, and power dialing with local presence in one connected system.
Typical comparable outside configurations range from $2,000 to $3,000 per month. Provider, scope, configuration, features, usage, and market vary. Approved leads are purchased separately at cost and are not included in the $399 monthly system price.
Your Producer First AI System$399Flat monthly system access
- AI follow-up and booking
- AI lead-funnel management
- Power dialer
- Local-presence capability
- CRM and pipeline
- Campaign infrastructure
- Initial setup, training, and support
You controlAt costYour exclusive lead investment
- Whether to launch a campaign
- Campaign and target market
- Geography
- Advertising and lead budget
- When to increase, decrease, or pause spend
No Producer First markup.
The $399 monthly price covers Producer First AI System access only. Approved leads are purchased separately at cost; lead spend and disclosed usage-based charges are not included. Technology access is subject to eligibility, activation, account configuration, and current program terms. Licensing, E&O, and ordinary independent-business expenses may still apply. Lead volume, lead cost, appointments, sales, commissions, and income are not guaranteed.
Technology with accountability
AI assists. The producer remains responsible.
Each producer remains responsible for compliant communications, consent and opt-out handling, accurate advice, suitable recommendations, complete applications, carrier requirements, and client service. Producer First pairs the system with training and operational support so it is used as a professional tool.
Human-led advice Compliant communication Supported operations
Technology questions
Know exactly what you get.
Who receives the technology?+
Technology access is available to eligible active Producer First 1099 producers and agencies. Account configuration and feature availability may vary.
What does the system cost?+
Producer First AI System access is $399 per month. Approved leads are selected and purchased separately at cost. Lead spend and disclosed usage-based charges are not included in the subscription.
Are the leads exclusive?+
Leads generated through an individual producer’s approved campaign are routed to that producer’s workspace and are not resold by Producer First.
Do I need to be good with technology?+
No. The workspace is configured around a clear operating process, and training and support are provided to help producers use it correctly.
Can an agency use the system?+
Yes. Eligible agencies can use a consistent operating structure for campaigns, producer workflows, onboarding, client follow-up, and activity visibility.
Does the system guarantee appointments or sales?+
No. Technology can improve organization, speed, and consistency, but lead volume, appointments, sales, commissions, and income are never guaranteed.
System ready
Built by producers. For producers.
The platform is ready when you are.
Apply to Producer First and see how the technology, support, carriers, training, and lead system work together.
Apply now →