Field Force OS
Sign inBuilt in the field — by a producing leader, for leaders
Stop chasing updates,start leading with visibility.
Every agent sees a clear next step. Every leader gets one live view of onboarding, contacts, activity, training, and who needs help today.
9:41
Your team doesn't have a talent problem. It has a system problem.
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Group-chat chaos
New recruits get lost between the group chat and the spreadsheet. Nobody knows what their next step is — so they don't take one.
🙈
Zero visibility
You find out who stopped doing activity three weeks after they stopped. The scoreboard in your head isn't a scoreboard.
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Onboarding lives in your head
If the process only exists in your memory and your best trainer's habits, it doesn't duplicate. That's the whole problem.
See it running, not just described.
A minute through the actual product — a new agent's dashboard, the onboarding checklist, the training library, and the leader's command center.
Built for every level of the brokerage.
One operating rhythm connects the person doing the work, the leader coaching them, and the owner responsible for the whole organization.
For every agent
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Direction without waiting
Agents open one mobile workspace and see their next step, current checklist, contacts, deadlines, and progress.
- ✓A clear next action
- ✓Mobile contact follow-up
- ✓Sequenced onboarding checklists
For every leader
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Visibility before someone disappears
The Cockpit shows who is moving, who is stuck, and where a leader should intervene before lost momentum becomes a lost recruit.
- ✓Live cohort pace
- ✓Agent-level drill-down
- ✓Activity and progress signals
For the brokerage
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One operating rhythm for the whole team
Standardize the way people join, train, follow up, and stay accountable while leaders manage roles, resources, and team links.
- ✓Team and trainer management
- ✓Shared resource links
- ✓Command-level coaching tools
Monday morning, before and after.
Same team, same people, same week — the only thing that changes is that everyone finally knows what happens next.
Your new recruit's first week
A group-chat welcome and a PDF
A day-by-day checklist, first deadline already set
Who's actually doing activity
The scoreboard in your head
A live leaderboard, scored Monday to Sunday
Finding out someone's stuck
Three weeks after they stopped
One screen: on pace, stuck, needs a call today
Works with what you already have
Your company platform wins the client. Your CRM keeps the client file. Field Force OS runs the team — onboarding, contact rhythm, accountability, coaching, and the path to the next promotion.
Nothing gets replaced. Onboarding steps link straight out to the licensing and company tools your team already uses — the team side of your business finally gets a system of its own.
Choose the operating system your team needs.
Core covers the essentials. Command adds the coaching, training, and advanced operating tools.
Core
$99/mo + tax
The operating essentials for a leader building a consistent team.
- ✓ Agent Dashboard
- ✓ Contact Pipeline
- ✓ Onboarding Checklist
- ✓ Leader Cockpit
- ✓ Team Management + Resource Links
Best value
Command
$199/mo + tax
For a brokerage that wants the complete coaching, training, and oversight system.
- ✓ Everything in Core
- ✓ AI Objection Coach
- ✓ Training platform
- ✓ AI Field Coach
- ✓ Pending Business Tracker
- ✓ Advanced business workflow tools
Need your training process built into the platform?
We can build a custom library from your videos, modules, checklists, and team operating process.
Questions leaders ask before they switch.
If yours isn't here, book a walkthrough and ask the person who built the system.
A 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 Cockpit, 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.
Core at $99/month. Command at $199/month.
Pick the operating system your team needs today — upgrade to Command whenever you're ready for the coaching, training, and oversight tools.
Choose your plan →Prefer to see it live? Book a 15-min walkthrough →