Solutions
Different desks, same operating system
A one-person brokerage, an MGA with two hundred contracted advisors, and a downtown agency do not have the same problems. EGEPilot gives each of them the piece they are missing.
Independent brokers
You are the advisor, the assistant, the compliance department, and the follow-up system. EGE AI takes three of those jobs off your plate.
For independent brokers →MGAs and AGAs
Your revenue depends on advisors you do not sit beside. Give every one of them a strong, consistent, documented process.
For MGAs and AGAs →Agencies
Team consistency, faster onboarding for new advisors, and files a principal can actually review.
For agencies →Not sure where you fit? Talk to us or just start the trial.