Same Desk.
Different Day.
The Agency Command Center runs your renewals, flags your risks, and publishes your compliant marketing — automatically, overnight, while you build relationships.
SOA records tracked and retained for 10 years — CMS-ready in seconds.
Real dashboard. Real data. Your agency, tonight.
*Industry research, 200-broker time-tracking study
You didn't build your book by chasing paperwork.
But paperwork is what takes 28 hours of your week. Here is exactly where it goes.
The renewal that slipped
You meant to call. Life happened. They renewed with someone else.
The voicemail still sitting there
Three unplayed recordings. Two from last week. One from Tuesday.
The referral that went cold
They said they knew someone. You forgot to follow up. So did the referral.
This is not a discipline problem. It is a systems problem.
ACC is the system.
Not a tool you manage. A command center that runs.
While you were living your life, ACC was working your book.
Time Back
28 hours a week disappear into follow-up, data entry, and manual tracking that ACC now runs while you sleep. That is not a productivity tip. That is your evening back.
Organized, Not Buried
One Book Health Score. One dashboard. Every client, every policy, every renewal date in a single view — instead of spreadsheets, sticky notes, and a memory that has to hold all of it.
Money You Are Already Owed
The average agent loses 15% of their book a year — not from bad service, from silence. Two or three saved policies a year pays for ACC's entire founding price. Everything after that is margin.
This isn't a to-do list you write. It's a to-do list that already ran.
14 automations. One login. No spreadsheets. No chasing.
Everything your agency needs. Nothing it doesn't.
Same desk. Different day. The chair is still empty at 5:01 — but this time, it's a choice, not a defeat.
Your book at a glance
Book Health Score. Retention scoring. Cross-sell signals. 21 clients flagged at-risk. Everything that matters about your agency in one view — updated every night while you sleep.
14 automations running while you sleep
Set a rule once. ACC executes it while you sleep. Annual reviews. Retention alerts. Cross-sell signals. Birthday touchpoints. All active. All running. You wake up to results, not a to-do list.
Compliant content that sounds like you
Helm generates your posts, emails, and newsletters in your voice — then holds every piece of content for your approval until it passes compliance review across your licensed states. Nothing publishes without your sign-off. Nothing publishes non-compliant.
Compliance documentation built in
Track Medicare Scope of Appointment records with 48-hour compliance monitoring and 10-year CMS-ready retention. Document annuity and life suitability at the point of sale. Every compliance record searchable, exportable, and audit-ready — before CMS ever asks.
Agency visibility that actually works
Agency owners see every producer's book health, pipeline status, compliance activity, and Helm adoption in one view. Know who's performing, who needs coaching, and who hasn't logged in this week — without asking.
The first 100 agents lock in the Founding Agent Program rate for life.
After that, list pricing applies to all new accounts. Your rate never changes — no matter how much we build next.
Questions? Email us at [email protected]