Eliminating the guesswork of systems and prospecting, so you can focus on selling.
Want to learn more?
From personalized mentorship to a specialized CRM, we help you manage every stage of the sales pipeline to focus on getting your clients coverage.
Designed with you in mind, our leads program has a lead type and price to fit your needs, whether you are a new agent or a seasoned pro.
With instant-decision solutions and proprietary products, agents are able to help more clients than ever find a product to fit their needs.
Our Impact in 2024
Writing agents
Families helped
Agents who made over $100,000.
In an industry where time is money, having efficient systems is vital. Our technology suite is designed to simplify the sales process and enhance agent productivity. From CRM systems that allow agents to manage leads and track client interactions to instant-decision platforms like Navigator, we provide the infrastructure that allows agents to focus on what they do best—building relationships with clients. With our Navigator, agents can offer instant-decision products, enabling clients to receive quotes and approvals in as little as 8 to 12 minutes.
Many agents leave their organizations within the first few years due to a lack of support and training. Our approach includes not only comprehensive training programs but also a personalized mentorship model, where agents are matched with mentors based on personality matching. As the only agency assigning mentors using thoroughly studied personality matching, we ensure each agent receives the guidance they need in a way that resonates with their individual strengths and goals. We also provide ongoing learning opportunities through education platforms and our leadership development programs, ensuring agents have access to advanced sales training, product education, and personal development resources throughout their careers.
One of the biggest frustrations for insurance agents is working with poor-quality leads. Inconsistent lead quality results in wasted time, missed opportunities, and, ultimately, burnout. Our IMO has tackled this issue by investing heavily in a diverse lead generation and management system, ensuring agents are connected with high-intent clients who are actively seeking the insurance solutions they provide.
Agents want to know they have a future in the business and a path to grow. We provide multiple paths for career advancement, whether agents choose to focus on production or move into leadership roles. Our structured growth plan allows agents to increase their compensation through performance, with contract levels starting at 80% and reaching up to 130%, plus additional bonuses at each level. For those looking to build their own teams, we offer agency ownership programs that allow agents to scale their business, mentor others, and create a long-lasting legacy.
To give agents a competitive edge in the marketplace, we offer a range of proprietary products that are exclusive to our network. These include our Indexed Universal Life (IUL) Pathfinder, which is designed to help clients grow wealth tax-free, and Debt-Free Life (DFL), a unique solution that allows clients to eliminate debt while building their financial future. Additionally, we provide access to instant-decision term and final expense products, offering clients immediate coverage and streamlining the sales process for agents.
With the senior citizen population growing, there is an unprecedented revenue opportunity for agents.
And the best part?
The Pritchett Agency brings expert client value-adds to the table, partnering with our Medicare Agents to help you write more advanced market and annuity cases with clients — all with access to an in-house Registered Investment Advisory firm and Subject Matter Experts to help your clients with Annuity and Retirment planning. Life licensed agents get split commissions, and unlicensed agents get marketing credits.
There’s still plenty of time before open enrollment in the fall — let’s chat today about how you can leverage Medicare Advantage for your business!
Most entrepreneurs get to work with mentors who align with their goals and values.
We believe insurance agents should have that same advantage.
to see if we're a good fit for you and your business goals.
to match you with your ideal mentor.
to guide you through your first six months!
Edward leads one of the largest agencies with the highest agent retention rate in his organization. He brings out the best in his agents and staff through mentorship and facilitating personal and professional growth.
The unifying element of Edward’s companies is his dedication to helping others and bettering the communities around him, and he has surrounded himself with people who are equally as driven. Edward currently resides in Dorado, Puerto Rico with his wife, Rebecca, and their four children.
To see more from Edward, be sure to follow him on social media!