About Liberated Financial

We built the agency
we wish we'd joined.

We get inbound calls and we close those deals. No buying lead lists, no dialing outbound. Liberated Financial is a team of closers who make every call count.

Ben Levy, founder of Liberated Financial
3+ yrs
in the insurance industry
The founder

Ben Levy

Founder, Liberated Financial

With over three years in the insurance industry, I've worked in captive environments and with multiple brokerages. Along the way, I saw what worked, what didn't, and what I wanted to do differently.

After years of 12-hour days, seven days a week, I knew there had to be a better way to succeed in this industry without giving up all of our time and freedom. That's why we built Liberated Financial around live inbound calls, so our agents spend less time chasing leads and more time helping clients and closing business.

We still work long days and believe in putting in the effort. We've just learned how to make those hours count.
What we stand on

Four rules.
No exceptions.

Inbound only

Every lead asked about coverage first. You never call a stranger who didn't want to hear from you.

Your book comes back

Our producer agreement has Eterna sell your book of business back to you for $0. It's how you build something that lasts.

Nothing hidden

Your policies, commissions and rank are live in the portal. You always know where you stand.

We win together

Daily mindset, live training and a team chat where every deal gets posted and every win gets loud.

A day on the team

Structure
that keeps
you sharp.

All times Eastern. Inbound phones run Monday through Friday, with optional Saturday call days.

8:20Morning Mindset
Start the day locked in, with Steve.
8:30IMO Training & Development
Sales, products, scripts, systems and closing.
9–8Phones on
Take inbound calls and log every one.
Tue·ThuTeam calls at 10:00
Bring your questions and your wins.
FriWeekly IMO meeting, 8:30
The whole IMO, every Friday morning.
Eterna

Liberated Financial,
powered by Eterna.

Eterna is the IMO behind us. It provides carrier contracts, inbound lead flow and the technology every agent runs on. Liberated is the team you'll grind with.

See the systems

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