“Jordan walked me through my options and never rushed me. I could check the license number myself, which made the whole thing feel safe.”
Built for agents who want to be remembered
Open enrollment is a numbers game until it isn't. Somewhere in the calls, someone doesn't hang up. This is what you send them.
“Who is this again?”
You're required to give your name and NPN. Most agents say it fast and move on, because it sounds like a formality and the person on the other end has heard it four times today.
It isn't a formality. It's the only moment in the call where you can prove you're real.
So instead of rushing it, you say: let me text you my profile.
They open it while you're still talking. Your photo, your NPN, the states you're licensed in, what you specialize in, who you work with. They can take that NPN to their state's insurance department and check you themselves. Most won't. The fact that they could is the entire point.
You stopped being another number that called during open enrollment. You became a person they can look up.
248-912-1475
Text message
James Mitchell here with Agent on Record. Here is my verified profile with my license and credentials: https://agentonrecord.com/agents/james-mitchellThis number does not receive replies. Call or text James Mitchell at 555-012-3456. Reply STOP to opt out.
agentonrecord.com
This is the real message the product sends, footer and all.
What happens after the sale
Most agents disappear after the policy binds. Then renewal comes around, and the client can't remember who sold it to them, and someone else's call gets answered instead.
Your profile stays live. Same link, same page, whenever they need it.
When their neighbor asks who handled their Medicare, they don't try to remember your name. They forward the link.
That's the part that compounds. A business card gets thrown away. A link gets forwarded. And every client you sent it to already knows where to find it.
Forwarded message
Client to a friend
Who did you use for your Medicare? I need to sort mine out.
https://agentonrecord.com/agents/james-mitchell
agentonrecord.com
That is his actual license number on there. Thanks.
The same link, passed on. Nothing to remember and nothing to look up.
Getting set up
Roughly fifteen minutes, and your progress saves as you go.
Step 1
Your license
Name, NPN, resident state, and every state you're licensed in. Type them in, or upload your PDB report and we'll read them off it automatically. The report is optional. It just saves you typing.
Step 2
Your profile
Carriers, bio, specialties, photo, and your layout. Stuck on the bio? We'll write a draft you can edit. Six designs to choose from, changeable anytime, and you see a live preview before anything publishes.
Step 3
Your page goes live
Pick your plan, check out through Stripe, and your page publishes at your own link. Mobile ready and indexed, so prospects who search your name actually find you.
Then verification happens on our side. Your licensed states are confirmed against official records before the Verified badge appears. Nothing is verified just because you typed it, which is the whole reason the badge means anything to a consumer.
What the platform does once you're in
Everything in this section is included with a paid plan.
Text clients without handing out your cell. Send your profile link, a helpful guide, a birthday note, or a quick check-in. Messages go out from an Agent on Record number with your name and callback number in the signature, so they know it's you. Every paid plan includes a monthly batch of texts.
Your book, in one place. Connect GoHighLevel and your contacts sync both ways: names, numbers, emails, birthdays, pipeline stages, tags. Move someone to a new stage from here and it moves there. Write a note and it goes straight to GoHighLevel. We never keep a copy of your notes and we never read them back.
No GoHighLevel? Import a spreadsheet.
Reviews that hold up. You invite each one. One link, one client, one review. No strangers, no drive-by ratings from people who never bought anything. You can reply to any review, right under it, where everyone can see. And because you're inviting them, you already know how the call went.
Guides you can send with your name on them. Co-branded client resources, ready to text or email.
See what's working. Who's viewing your profile, what they're clicking, which links get opened.
Your clients
3 contacts
In development
What's next
Being built now: automated outreach campaigns, scheduled birthday and check-in messages, and license expiration and continuing education tracking, so renewals stop being something you have to remember.
See the full roadmapFrequently Asked Questions
Your next good call is the one worth keeping.
Set up your profile today and have it ready before open enrollment.