NOW ACCEPTING NEW TAs, As, MDs & SMDs. Limited spots available for Q2 onboarding
You Build Leaders.
You Serve Clients.
We Automate Both.
One platform built specifically for SMDs. Recruit, train, and develop your agents and leaders while running a consistent client production system, with every agent in your baseshop operating the same way, every time.
From SMDs Who Made the Switch
"I went from 3 licensed agents in 90 days to 11. The recruiting pipeline runs on its own. Every prospect gets followed up automatically even when I'm in the field running appointments."
"My whole baseshop is on the same system now. Every agent runs the same process. My production went up because the follow-ups happen whether I'm watching or not."
"Before this I was the one holding everything together. Now the system does it. My last BPM had 180 registrations and I didn't build a single thing manually."
You're Running Two Businesses
Without a Unified Operating System
As an SMD you're responsible for building your hierarchy and serving your clients. When each agent runs their own way, results become unpredictable — and the moment you stop pushing, everything slows down.
When Every Agent Runs Their Own Way
Every agent runs a slightly different process — results are unpredictable
Recruiting follow-ups fall through the cracks when you're busy
New agents take too long to ramp because onboarding isn't locked in
Pipelines aren't consistent from agent to agent or level to level
Production depends on who's pushing hardest that week, not the system
You're the one holding the whole hierarchy together manually
With DigitalPulsePro
One standardized system every agent in your baseshop runs the same way
Automated recruiting pipeline from Prospect to Licensed, running in the background
New agent onboarding is built into the system so Fast Start runs itself
Client Revenue Engine with full funnel, cross-sell triggers, and policy tracking
Locked-in processes that produce consistent, duplicatable results at every level
We build and manage everything so you can focus on leading, not operating
Three Engines. One Unified System.
Every SMD runs two core businesses. We've built three dedicated automated engines — one for client production, one for recruiting, and one for agent retention — all inside a single platform your entire baseshop runs the same way.
Client Production Engine
Standardized Info Gather forms, automated follow-up sequences, cross-sell triggers, and policy lifecycle tracking. Every lead gets followed up. Every client gets served. Every time.
Recruiting Engine
A locked-in recruiting pipeline from Prospect to BPM to Licensed to Promoted. Automated reminders, follow-ups, and onboarding triggers at every stage so no recruit falls through.
Agent Retention & Growth Engine
A system built to keep agents engaged, progressing, and producing. Automated check-ins, milestone tracking, and retention sequences so your team keeps moving without you chasing them.
What Your Baseshop Is Capable Of
Built around the 8-5-3-1 rule you already know. Enter your baseshop size and average weekly appointments to see what your team produces when every agent runs the same system, every time.
Including yourself
Across your whole baseshop
Without DPP (8-5-3-1) / Month
With DigitalPulsePro / Month
With 10 agents running 2 appointments/week, the system produces 8.0 more clients and 4.8 more recruits per month from the exact same appointments.
Why Each Number Improves
48-hour, 24-hour, and 2-hour reminder sequences hold people accountable to their commitment. Fewer no-shows, more productive weeks.
The client experience is thorough, efficient, and identical every time. Consistent follow-up and presentation closes the maybes.
A truly duplicatable system is your best recruiting tool. When prospects see how simple and organized your operation is, joining becomes an easy yes.
More clients from the same appointments means more production across your entire hierarchy. Points compound as your baseshop grows.
Baseline figures reflect North America averages across TA, A, MD, and SMD levels in financial services field operations. The 8-5-3-1 rule (8 appointments, 5 shows, 3 clients, 1 recruit) is used as the industry baseline. System improvement estimates are based on observed outcomes across automated reminder, follow-up, and client experience workflows. Individual results vary based on market, activity levels, and team composition.
12 Systems Built In
Every system is locked in and standardized. Your entire baseshop runs the same way, every time. No configuration, no confusion, no bottlenecks.
Lead Capture & Qualification System
Client Sales
Automated lead capture with instant qualification scoring. Every lead is tagged, scored, and routed to the right agent. No manual data entry, no lost opportunities.
- Automated lead capture forms
- Instant qualification scoring
- Lead routing automation
Recruiting Pipeline
Recruiting
A structured recruiting funnel from first contact through interview scheduling. Automated follow-ups, qualification scoring, and interview reminders at every stage.
- Prospect sourcing + qualification
- Interview scheduling automation
- Follow-up sequences
Agent Onboarding & Fast Start System
Recruiting
Structured onboarding for newly licensed agents. Milestone tracking, training assignments, first appointment setup, and promotion readiness automation.
- Fast Start milestone tracking
- Training assignment automation
- First appointment setup
Standardized Pipeline Architecture
Infrastructure
Five locked-in pipelines that every agent runs the same way. Consistent execution from every agent, every time.
- Client Conversion Pipeline
- Policy Processing Pipeline
- Recruiting Pipeline
- Agent Onboarding Pipeline
- BPM / Promotion Pipeline
Client Onboarding System
Client Sales
From policy approval to client delivery. Automated notifications and follow-up sequences ensure smooth client onboarding.
- Policy approval workflows
- Client onboarding sequences
- Delivery confirmation tracking
Insurance Product Management System
Products
Centralized insurance product tracking. Policy types, coverage details, carriers, and automatic renewal reminders for every client policy.
- Policy type tracking
- Coverage detail management
- Carrier integration
Investment Product Management System
Products
Investment portfolio tracking and management. Account values, performance metrics, rebalancing triggers, and annual review automation.
- Portfolio tracking
- Performance metrics
- Rebalancing triggers
Birthday & Anniversary Reminder System
Client Engagement
Automated birthday and anniversary reminders for every client. Personalized outreach sequences, gift tracking, and relationship-building automation.
- Birthday tracking + reminders
- Anniversary notifications
- Personalized outreach sequences
Annual Premium & Review Tracking System
Client Retention
Automatic tracking of annual premiums, renewal dates, and annual review scheduling. Proactive outreach before renewals and cross-sell opportunities.
- Premium tracking + alerts
- Renewal date automation
- Annual review scheduling
Referral Tracking System
Client Growth
Track which clients refer new business, referral ROI, and referral source quality. Automated thank-you sequences and referral incentive tracking.
- Referral source tracking
- Referral ROI calculation
- Automated thank-you sequences
Production Tracking & Points System
Reporting
Track points submitted vs. points paid for commission calculation. Office-level and agent-level reporting on production metrics and payout forecasting.
- Points submitted tracking
- Points paid reconciliation
- Commission calculations
Daily Output Tracker & Accountability
Accountability
Agent activity tracking with optional leaderboard visibility. Calls made, appointments set, BPM invites, and follow-ups completed.
- Daily calls + appointments
- BPM invite tracking
- Follow-ups completed
All 12 systems are included in the Baseshop Plan. Solo agents get access to core client and recruiting systems. Custom systems and integrations available with premium customization.
Five Pipelines.
Locked In. Non-Negotiable.
Every agent in your baseshop runs the same five pipelines, the same way, every time. No stage editing. No shortcuts. Consistent execution across your entire hierarchy.
Client Conversion Pipeline
Lead to closed client — every time, the same way.
Stage names and order are standardized across all agents. Customization requires the DPP Launch Pack™ premium build.
Complete Agent Lifecycle — All Five Pipelines
Every agent in your baseshop moves through all five tracks simultaneously. You see every position, every stage, in real time.
Two Plans. One System.
No Contracts. Cancel Anytime.
Start with your own loaded account, or unlock your entire baseshop so every agent runs the same standardized system.
Your Loaded Account
All 10 systems pre-built and ready to run. Your personal account, fully loaded.
Your Entire Baseshop
Unlimited agent sub accounts. Every agent in your hierarchy gets their own full account.
You pay $247/mo. Every agent gets their own account, free.
Not shared access. Each agent gets a fully loaded individual account. No per-agent fees, no additional costs.
Everything in Solo, plus:
Also includes all Solo features:
DPP Launch Pack™
Add 20 hours of expert support for custom builds, onboarding, and specialized projects.
Includes: Custom system builds, agent onboarding, priority support, funnel builds, retention setup
Available exclusively to new members during checkout
Why Not Just Use a Tracking App?
We Only Onboard a Limited Number of SMDs Per Quarter
Because we build and configure everything for you personally, we can only take on so many SMDs at once. If you're serious about getting your baseshop running on a standardized system before Q2, now is the time.
Let's Map Out Your
Baseshop Operating System
In 30 minutes, we'll walk through exactly how DigitalPulsePro would be built for your specific hierarchy: your agents, your recruiting pipeline, your retention system, and your production goals. No generic demos. No sales pressure.
You'll Receive: A Personalized Systems Blueprint
After your call, we'll send a custom document showing exactly how we'd build and automate your three engines, specific to your hierarchy size, baseshop structure, and recruiting goals.
Request Your Strategy Call
We'll reach out within 24 hours to schedule your call.