AOK — Agency Onboarding Kit
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Convert more qualified agents with the same budget. Or we don’t get paid.

AOK turns the flood of applications into one board. Every applicant gets texted, booked, reminded and walked to orientation, all from your phone, in your own words.

Live board {{ onboarded }} onboarded tonight
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9:14
JP
Jordan Price
iMessage
Today 9:14 PM
Hey Jordan how’s it goin, this is Mike Carter, Hiring Manager at Summit Life! Just saw your application for the Inbound Life Agent role. Have a quick 5-10 min window to chat today or tomorrow?
Delivered
Wow that was fast lol. Tomorrow morning works!
iMessage
Sent 32 seconds after they applied
Trained on real recruiters’ texts

Fast enough to be first. Human enough to get a reply.

It improves itself over time. 

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The playbooks behind the biggest teams in the country.

Playbook 01 Speed to lead Be first to every applicant. 01
0:32 Personal text: their name, role and license
+24 hrs Four exact times to pick from
+72 hrs Polite takeaway, then park
✓Discovery call booked
Playbook 02 Show-up Booked calls actually happen. 02
Booked Meet link, all in one message
8:45 AM Morning-of reminder
+5 min “We’re on the call, need a new time?”
✓Shows up, or re-books same day
Playbook 03 Shadow day From call to in the office. 03
+45 min Ask for the shadow day
Booked Careers page and pre-visit form
Day of Time and address reminder
✓Walks through the door
Playbook 04 Licensing path Unlicensed to 2-15, without stalling. 04
Day 0 Course enrolled, cost covered
Every 3 days Course check-in
Night before Fingerprint and exam reminders
✓2-15 licensed
Playbook 05 Orientation Licensed to writing business. 05
Booked Confirm and what to bring
6 PM Day-before reminder
8:30 AM “See ya at 10!”
✓Onboarded, first app in
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Agent calculator

Find out how much more you could make with your current budget

Do you know what one agent is worth to your agency?
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Your number
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Start a free pilot →

Convert more qualified agents with the same budget. Or we don’t get paid.

See if you qualify 15 minutes. Bring your last month of applicants.
Pick a day
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✓ Got it, {{ bkFirst }}. {{ bkWhen }} Someone from AOK will confirm this time with you within one business day.
Inside the board

Built for the way agencies actually hire.

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4:52After shadow day
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How did it go?
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Text {{ q.first }}Snooze
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Auto-answered from your knowledge base
New question. It’s waiting in your Ask tab. Answer it once and every recruit who asks it after that gets your answer.
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Biggest leak: Shadow booked → Shadow attended. Suggested fix: send the day-before reminder with the address and parking.
Applicant: Speed to Lead
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