Systems
Tools that do
the heavy lifting.
Two platforms, zero guesswork. Eterna runs your business. The Liberated Agent Bible gets you trained and selling. Watch both below.
The Eterna portal
Your back office: policies, CRM, commissions and live sales, all in one login. 1:41 walkthrough.
DashboardsSubmitted and effectuated premium, persistency and your producer bonus.
Policies, carrier-directKnow which apps are approved, paid or need action without calling around.
Built-in CRMContacts, follow-up flows and text and email templates.
CommissionsEvery transaction, balance and reserve, in real time.
Live sales and leaderboardSee the team move in real time and chase the top spot every month.
The Liberated
Agent Bible
Your onboarding hub and daily toolkit. From your first license to your first sale, step by step. 5-minute walkthrough.
01
Start here, 11 stepsLicensing, contracting, training and your first calls, checked off as you go.
02
Quoter and underwritingFinal expense, term and IUL quotes, plus an AI assistant for health conditions.
03
Client trackerRun your day: today's board, pipeline, follow-ups and cancellations.
04
Scripts and libraryCurrent scripts, objection handling and product notes, all searchable.
05
Post-sale playbookThe exact checklist after every close, with copy-ready templates.
Also in your stack
Dialer
Calls route straight to you. Log every one.
Insurance quoters
Insurance Toolkits plus Mutual of Omaha quotes.
Team chat
Discord and WhatsApp. Post your deals, ask anything.
$100 / month
Systems access covers the dialer, CRM, portal and quoter.