The operating system for field teams
One operating system for financial services teams. Clear next steps for agents. Live visibility for leaders.
The next step is in a message. The checklist is in a spreadsheet. The update is still in someone’s head.
Field Force brings onboarding, contact rhythm, and team visibility into one shared system. So agents can move forward and leaders can lead.
From the first day to the daily work
Replace the group-chat handoff with a workspace that shows each agent their next action, deadlines, and Fast-Start progress.
A 90-day clock. One place to get moving.
Speed Filters turn onboarding into a sequence people can follow. Licensing, launch, and first appointments have a place in the process.
Less explaining the same thing. More time coaching.
Contacts, stages, and follow-ups stay close to the work. Agents can pick up their phone and know who needs a conversation next.
Built for the field. Ready from your phone.
The Trainer Command Center connects individual progress to cohort pace. See who is moving, who is stuck, and where a conversation can help.
A one-minute look at the agent workspace, onboarding, training, and the leader’s command center.
Choose your operating system
Start with the operating essentials. Add coaching, training, and oversight when your team needs more.
The operating essentials for a leader building a consistent team.
$99/mo + tax
For a brokerage that wants the complete coaching, training, and oversight system.
$199/mo + tax
Have videos, modules, and a team playbook? A custom training library is available as a quoted implementation.
Choosing a system is a working decision. Here’s what to know before you bring your team.
Book a walkthroughA team-operations platform for recruiting-driven field organizations. It gives agents a clear next step and gives leaders a live operating view of onboarding, contacts, activity, training, and team progress.
Leaders running a brokerage with recruiting-driven growth. you and the people you're bringing on. It's hierarchy-native: leader, field trainer, and new agent are separate roles with their own view from day one, not a generic CRM adapted after the fact.
You can create the brokerage workspace and invite your first team members in one sitting. Each person receives a unique sign-in and lands in the right workspace for their role.
Yes. Every login is unique and invite-only, and database row security isolates each organization. Field Force OS stores the contact rhythm and operational data your team enters, but it is not your compliance system of record. Never enter Social Security numbers, health information, bank/card numbers, government IDs, or regulated client documents.
No. it sits alongside them. The contact pipeline here is a lightweight, fast-moving list for follow-up rhythm; your CRM of record keeps the compliance-grade detail. Onboarding steps can link straight out to whatever licensing and admin tools your team already uses, so nothing gets duplicated by hand.
Your company platform points at the client. websites, presentations, campaigns. Field Force OS points at the team: onboarding new agents, activity accountability, pipeline follow-up, and leader visibility. They do different jobs and work side by side; onboarding steps here link straight out to the company tools your team already uses.
Marketing platforms are built for acquisition campaigns. Field Force OS is built for the operating work after people join: onboarding, checklists, contact rhythm, team accountability, coaching, and leader visibility.
You can export your operational contact and workflow data to CSV from inside the app. If you cancel, we retain your data for a reasonable window in case you resubscribe, then delete it on request.
No. Field Force OS is an independent software product. It is not affiliated with, endorsed by, or sponsored by any insurance marketing organization, carrier, or broker-dealer, and it makes no representations about income or business results. results depend entirely on individual effort.
Yes. It's an installable, mobile-first web app. agents add it to their home screen like a native app, and every workspace (dashboard, contacts, checklist, training) is built mobile-first, not squeezed in after the desktop version.
Core includes the Agent Dashboard, Contact Pipeline, Onboarding Checklist, Leader Command Center, and Team Management + Resource Links. Command includes everything in Core plus the Objection Coach, training platform, AI Field Coach, the Pending Business Tracker, and advanced business workflow tools.
Yes. Command includes the training platform. A custom library built around your brokerage's videos, modules, checklists, and operating process is available as a quoted implementation.
Core and Command include email support with a same-business-day response target.
Give your team a system they can move with.