Built for insurance agency leaders scaling teams across the U.S.
CoreMentor OS automates your entire agent recruiting pipeline — from first contact to contracted and producing to building — so you can focus on growing your agency.
Setup in minutes
10x
Faster Hiring
70%
Less Manual Work
3x
More Agents Contracted
Everything You Need
Replace your scattered spreadsheets and disconnected tools with one system built specifically for insurance agency recruiting.
Track every applicant from sourced to contracted with a visual Kanban board. Never lose a candidate again.
Set up email & SMS drip sequences that fire automatically when candidates enter each stage.
Candidates self-book via your Calendly link. Automated reminders keep no-shows to a minimum.
Monitor every candidate's licensing progress step-by-step from exam scheduling to appointment.
Assign training modules, track completion, and get new agents producing faster with structured onboarding.
See your full conversion funnel, source breakdown, and pipeline velocity — all in one place.
The Process
A potential agent discovers your opportunity and their information lands directly in your system — no chasing, no manual data entry.
The moment they're in, personalized messages go out automatically. Your pipeline stays warm and active around the clock — even while you sleep.
Candidates learn about the opportunity, see the vision, and book their own interview — all guided by the system without you having to follow up manually.
From licensed and contracted to trained and producing — CoreMentor OS walks them through every milestone so your team grows with confidence.
Automated follow-ups mean no lead goes cold — ever.
Structured pipelines convert more applicants into contracted agents.
Set your campaigns once and let the system work 24/7 for you.
Join agency leaders who are scaling smarter with CoreMentor OS.
Invitation-based access · Setup in minutes