Both sides of growth, on one engine.

An agency grows by finding clients and by finding producers. In most stacks those are two different systems, two different spreadsheets and two different people remembering things. In Evrment they run through the same campaign engine and land on the same record.

Recruit to producer

Interface preview · sample data

01Lead
A recruit arrives the same way a client does, through a campaign you wrote.
02Contacted
The same conversation store as everything else.
03Interview
Booked on a booking link, in their own time zone.
04Contracting
The recruit moves onto the tree as a ghost node when contracting starts.
05Licensing
Tracked by state, because that is how it actually works.
06Onboarding
Your playbook, your scripts, your training.
07Seat active
A seat, a site, a card and booking links on day one.
08Producing
Their production rolls into the tree above them.
09Developing
The Producer Intelligence loop picks up from here.
10Promoted
The comp level on the record, not in someone's memory.

The lifecycle

Recruit to producer, without re-keying anything.

A recruit is a person in the system from the first touch to their first sale, not a row in a sheet that gets copied into an onboarding folder and then into the CRM.

Licensing is tracked by state, because that is what determines where a producer can actually write. The recruit joins the tree when contracting starts, and the node activates when the seat does.

Day one

Every producer gets a front door.

A personal site, a digital card and booking links come with the seat. A new producer can text one link from their first call instead of waiting on someone to build them something.

Speed to first production is the return on recruiting them. The setup should not be the thing that slows it down.

An agent microsite.
A digital card they can text.
Booking links in the visitor's own time zone.
The client sign-in, under your agency's name.

The tree

Production, and the rollup above it.

The team tree shows each producer's production and what rolls up above them. Nothing on it is typed in: it is derived from the same policies and commissions the back office already holds.

Human effort and AI effort are measured separately, so a leader can see what people actually did rather than a blended number.

Team comms

Your team, your channels, the same system running the business.

The place where the team talks is connected to the place where the work happens. A deal is approved and the win posts itself, because the system that approved it and the system the team is talking in are the same system.

Channels and threaded replies
In daily use
Reactions, image and GIF support, and a shared team directory
In daily use
Locked rooms that open with an invite code
In daily use
Automatic win posts on EFT-approved business only — underwriting is not a sale
In daily use
More system events in the team: a new agent joins, a production milestone, announcements, training
In development
Presence from the work clock inside the team room
In development
Voice and video rooms
In developmentWaiting on the video provider connection

Team chat stops being a separate tool: it sits beside the CRM, the dialer, texting, email, the finance numbers and the automations, in one system.

Channels

# general
# wins
# sales-floor
# underwriting
# training
# leadership
managers

Jordan

Just got Maria approved — $2,184 AP.

▲ 9 · ✓ 4

Evrment · EFT approved — counted as a win

Priya

Which carrier is strongest for a 20-year term on a young-family budget?

Marcus · reply

Run two quotes first — I'll post the comparison sheet in # training.

2 replies · ▲ 3

Presence

Jordan Reyes

Senior agent

Clocked in

On call

This week

3 closes

41 dials

What this is made of

Every part, with the status it really holds.

Growth is several capabilities working on one record. Here is each one and where it stands.

Recruit to producer, as one lifecycle
Recruit, interview, contract, license, onboard, seat, produce — one record the whole way.
In daily use
Licenses by state and the carrier vault
Operational weight that grows with every producer, kept in one place and reveal-audited.
In daily use
Agent site, digital card and booking links
Every producer has a front door on day one.
In daily use
The team tree and downline rollup
Each producer's production, and the rollup above them.
In daily use
Team Comms
Channels beside the records they are about, and wins that post from approved business.
In daily use
Human activity measured separately from AI
The work clock and My Activity keep human effort and system effort from blending into one number.
In daily use
Multi-agency tenancy and white-label downlines
Each agency in a hierarchy with its own workspace, rolling up to the one above it.
Planned

Recruiting acquisition

Measure recruiting by producers, not applications.

Recruiting is acquisition with a different buyer. Which campaigns produce applicants is vanity; which campaigns produce producers who go active and stay active is the business — and that answer only exists if the recruit and the campaign share a record.

Recruit to producer as one lifecycle, on one record
In daily use
Licensing by state, and a front door on day one
In daily use
Recruiting ads and funnels, licensed and unlicensed paths
Planned
Source through licensing and onboarding to an activated producer
Planned

Recruiting inside the growth engine

One record, every module

How it fits the rest of the system

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