Snug

Your clients trust their agent with their family's future. The policy covers part of it. The rest — trusts, wills, healthcare directives — is still sitting on the table. Snug makes it easy for your team to complete the plan. White-labeled to your organization, simple enough for any agent to use, and live in weeks. Book a demo to see what it looks like with your brand on it.

Estate planning is a natural fit for insurance distribution — your agents are already having the right conversations with the right clients. Snug gives your organization a turnkey estate planning platform that drives new revenue without building anything from scratch. Your brand, your agents, new margin.

The IMOs and agencies winning the agent recruitment battle are offering more than just competitive commissions. Estate planning gives your agents a new revenue stream and a reason to stay. Snug is white-labeled estate planning software built for insurance distribution — your brand, your platform, deployed across your network.

Your agents already talk to clients about protecting their families. Estate planning is the natural next step — and a new income stream for every agent in your network. Snug makes it turnkey. White-labeled estate planning software, built for insurance distribution organizations.

Your agents are already talking to clients about protecting their families. Estate planning is the next product—but how much is it actually worth? Use our calculator to see projected revenue and profit based on your agency size.

Your agents talk to clients about protecting their families every day. Estate planning is the natural next step - but most agents don't have the tools. Snug is white-labeled estate planning software built for insurance distribution. Your brand, your agents, new revenue.