Pilot Program
90-Day Advisor Activation Pilot
A practical launch program for agencies, MGAs, insurers, and advisor teams that want to improve prospecting rhythm, pipeline discipline, quote-readiness, and manager visibility.
The Goal
What the Pilot Is Designed to Improve
Advisor Confidence
Prospecting Activity
Pipeline Visibility
Quote-Readiness
CRM Discipline
Manager Coaching
What the First 90 Days Creates
Visible Activity, Stronger Rhythm, Better Inspection
A 90-day pilot is not positioned as a promise of revenue. It is designed to create visible sales activity, stronger advisor rhythm, and better manager inspection.
- A defined advisor launch rhythm
- A prospecting activity baseline
- A cleaner pipeline review structure
- Better manager visibility
- Quote-readiness checkpoints
- Field assignments completed
- A final review of activity, gaps, and next steps
What Is Included
A Structured 90-Day Launch
- Kickoff session
- Course 1 training
- Course 2 training
- Workbook assignments
- Prospect list building
- Outreach tracking
- Manager scorecards
- Final review report
- Recommended next step
What the Pilot Measures
Evidence, Not Impressions
- Advisors enrolled
- Attendance
- Assignments completed
- Outreach attempts
- Appointments booked
- Quote requests created
- Manager review completed
Best Fit
Where a 90-Day Pilot Works Hardest
New advisor onboarding
Restarting inactive advisors
MGA advisor activation
Agency producer development
Distribution pilot before annual licensing
Use 90 Days to Create Visible Sales Activity
Tell us about your advisors and goals — we will scope a pilot that fits your team.
Discuss a 90-Day Pilot