Stop Recruiting Tourists. Build a Team of Producers.

The Agency Management System for Financial Services Directors and Career Producers. Scale your recruitment, automate accountability, and break the Sales "feast and famine" cycle.

Built by a 2× Asia Insurtech Award-winning founder

Asia Trusted Life Agents & Advisers Awards

Recruitment

When daily work is clear and the path to success is visible,
joining your agency feels like confidence, not anxiety.

Serious candidates always speak with a few directors before they decide. Show proof of work, not promises — your system, your coaching, and your values in action. Sales is a high-performance game, and it only works when the game is run well.

CLEAR DASHBOARDS • WEEKLY CYCLES • BETTER PRODUCER MOMENTUM

First impressions

Enter every appointment already trusted.

What if your prospect already knew, liked, and trusted you — before you even said hello? Let your client Testimonials speak for you.

Viewpoint System

Walk in knowing exactly what they need.

Before your prospect even walks through the door, they've already told you what keeps them up at night. The Viewpoint Survey turns a cold first meeting into a warm, prepared conversation — so you stop guessing and start connecting.

Today

Start every day clear, focused, and impossible to ignore.

The Today page is where your day begins: every follow-up, every commitment, every next move in one place. Miss zero follow-ups, grow trust daily, and deepen client relationships through consistent action. Need the full runway? All Tasks keeps every past and future record so you can focus fast, think ahead, and leave no money on the table.

Today dashboard preview
Activity Builder

Run your team on proven standards, and success stories.

Define the metrics that actually matter to your agency — calls, appointments, cases, or anything you track. Activity Builder lets directors build fully customizable scoreboards so every producer knows the standard, every week has a rhythm, and coaching is driven by real numbers and models, not gut feel.

Activity Builder mobile view one Activity Builder mobile view two
Activity Builder dashboard
The full toolkit

Everything your agency needs. Nothing it doesn't.

Today Dashboard

Personalized daily command center with tasks, reminders, and follow-ups.

Contact Management

Full CRM with notes, interaction history, birthday and anniversary reminders.

Activity Builder

Track team performance with real-time activity logging and visual dashboards.

Web Profile & Testimonials

Easy to update and maintain. Build your social proofs and confidence.

Viewpoint Shared Journey System

Guide the sales process. Build trust, close multiple policies & gain referrals.

Activity Reminders

Never miss a follow-up, a promise or a commitment. Set agenda for the next meeting.

Recruitment Builder

Track recruitment prospects through your funnel. Career surveys pre-qualify.

Knowledge Hub

Agency knowledge base for knowledge and sales resources.

PWA / Mobile App

Install on any device. If they can use WhatsApp, they can use Producer.

Pricing

Simple, Flat Pricing.

No complicated tiers. No per-agent fees. Just one price for your entire direct team.

Agency Director Pass

Unlimited Agents
Activity Builder
Recruitment Augmentation
Viewpoint Shared Journeys & Surveys
Bi-monthly Newsletters
Web Profile & Testimonials
Advanced Task Systems
Mobile App (PWA)
Knowledge & Assets Hub
and more

Cancel anytime. 30-day money-back guarantee.

FAQs

Got questions? Here's the answers.

Producer Framework is an integrated Agency Management Operating System bult for Recruitment and High Performance Sales. Its feature-rich ecosystem is built upon principles of Game Theory, Trust Engineering and most importantly, decades of experience in Singapore's Financial Services industry.
Activity Builder (Sales Builder) is the accountability engine at the heart of Producer Framework. Directors define what a productive day looks like — calls made, appointments set, API, SPI, cases closed. Producers log daily in less than 2 minutes on their mobile. The Dashboard gets updated in real time. The metrics are 100% customizable.
The High Trust Playbook is built on the Previous Stage Principle — the idea that every stage of your sales process is only as strong as the one before it. A first appointment goes better when your prospect already trusts you. A close comes easier when the fact-find was thorough. Producer Framework bakes this principle into every touchpoint — from web profiles that build credibility before you meet, to Viewpoint Surveys that surface needs before you present. The result: fewer objections, shorter cycles, and clients who feel guided, not sold to. And the most important outcome? Clients who are totally glad to write a testimonial and refer people they care about to the same process.
Yes. We offer whitelabel solutions — your domain name for your agent's web profiles. Contact us at wholesale whitelabel pricing and custom branding options.
One whitelabel subscription covers your entire direct team — no per-agent fees, no headcount limits. Add as many producers to your team as you recruit them, until the start of the next billing cycle, where pricing will be discussed again.
Once we have configured the setup for your agency, a 1.5 hour training is all that is needed to onboard your group. Your group admin can generate invite codes for new users anytime from within the system.
Producer Framework includes contact management features, but it's much more than a CRM. It's a complete operating system with activity tracking, recruitment pipelines, newsletters, client-facing tools, and team management — all designed specifically for your entire team - from director, managers to producers.
Yes. Producer Framework is a Progressive Web App (PWA) that can be used on any device — iPhone, Android, tablet, or desktop. It works and feels like a native app. If they can use WhatsApp, they can use Producer Framework.

What You Walk Away With

Enough to change how your agency recruit & perform.

  • ✓

    A complete agency dashboard

    Real-time activity tracking and team performance — one view.

  • ✓

    Trust built before the first meeting

    Web profiles and Viewpoint Surveys that warm up prospects before you sit down.

  • ✓

    A system your team will actually use

    Mobile-first, 2-minute daily logging. If they can use WhatsApp, they can use this.

  • ✓

    Unlimited agents, one subscription

    No per-head fees. Add producers as fast as you recruit them.

Built for High Performance Agencies. Designed for scale.

Let's Talk

See the full system.
Built for your agency.

A 30-minute walkthrough tailored to your team size, workflow, and growth goals. No bloated pitch deck — just what matters.

What we'll cover

  • Your agency's workflow mapped to Producer Framework
  • Live demo of Activity Builder and dashboards
  • Whitelabel and onboarding options
Arrange a Meetup