Revenue Platforms built around production
The Fintech Concierge connects software, producer preparation, intelligent intake, opportunity generation, recruiting, case execution, and revenue visibility through three scalable Revenue Platforms. Each level expands the operating capacity available to the agent, agency, or IMO.
Operating architecture
Revenue Platforms Built Around Production
The Fintech Concierge connects software, producer preparation, intelligent intake, opportunity generation, recruiting, case execution, and revenue visibility through three scalable Revenue Platforms. Each level expands the operating capacity available to the agent, agency, or IMO.
Agent Revenue Platform
Core Production Infrastructure
Give an individual producer the required software, preparation, intake, tracking, and case infrastructure needed to manage opportunities and move cases toward placement.
Primary outcome
Execute existing opportunities more effectively.
Agency Revenue Platform
Demand and Producer Growth
- Everything in Agent
- Access to Annuity Leads
- Access to Divine Reach Recruiting
Help an agency create more consumer opportunities while recruiting and activating additional producers to work those opportunities.
Primary outcome
Create more opportunities and activate more producers.
Enterprise Revenue Platform
Custom Distribution and Partnership Economics
- Everything in Agency
- Eligibility for Sponsored Case Partnerships
- Custom Program Economics
- Advanced-Market Support
- Dedicated Account Manager
Help larger agencies, IMOs, and distribution organizations build customized production programs, case-partnership structures, advanced-market capabilities, and scalable operating economics.
Primary outcome
Build customized distribution, case, and revenue structures.
Annuity Leads acquires potential clients. Divine Reach Recruiting acquires potential producers. These are separate pipelines, and participation in each is subject to qualification, licensing, and contractual terms.
Program economics, compensation, responsibilities, software requirements, opportunity availability, and participation terms are established through applicable contracts and approved arrangements.
Ansurex is the required operating software for applicable platforms
Ansurex is the required operating software for participation in applicable TFC lead, case-partnership, and case-execution platforms. It handles case workflow, allocation, compliance documentation, and case support.
- Goal-first allocation modeling
- Carrier-neutral comparisons
- Replacement analysis built in
- Case maintenance and compliance
Required for applicable participation
Applicable Annuity Lead participation, Sponsored Case Partnerships, brokerage workflows, and case-execution arrangements.
Not required for every purchase
Ansurex is not necessarily required for every standalone technology purchase. Individual technologies may be purchased separately when operationally appropriate.
Terms set by agreement
Exact access, user counts, costs, responsibilities, and requirements are established through the applicable agreement.
Platform architecture
How the platforms connect
Each Revenue Platform builds on the one before it, expanding operating capacity from individual production to enterprise distribution.
Agent Revenue Platform
Ansurex + Athos + CT Agentic Client Tracker + Intelligent Intake
Creates the operating foundation for:
- Producer preparation
- Opportunity management
- Case execution
- Daily activity tracking
- Movement toward placement
Agency Revenue Platform
Agent Platform + Access to Annuity Leads + Access to Divine Reach Recruiting
Adds:
- Consumer-opportunity acquisition
- Producer acquisition
- Expanded appointment capacity
- Expanded production capacity
Enterprise Revenue Platform
Agency Platform + Eligibility for Sponsored Case Partnerships + Advanced-Market Support + Custom Program Economics
Adds:
- Customized partnership structures
- Expanded distribution
- Advanced-market opportunities
- Enterprise program economics
- Dedicated coordination
Outcomes are subject to qualification, licensing, opportunity availability, and contractual terms. Economics vary by program and scope.
Find the Revenue Platform that fits your organization
Tell us about your agency, IMO, or advisory practice. We will review platform fit, participation requirements, and next steps.