CheckmateFinancial Group

M–F · 9am–8pm ET · Hablamos español · Falamos português

For agents

Consider this your offer.

People call us to buy insurance. You answer the phone, quote 40+ A-rated carriers, and close. High-intent inbound calls, daily live training, and a portal that runs your day. Even if you’re brand new to the business.

700+Licensed agents
40+A-rated carriers
50States
The terms

The deal, in four lines.

01

High-intent inbound calls

People call us to buy. You answer the phone and close. No cold calls, no bought lists, just high-intent callers and qualified web leads dropped in your pipeline.

02

40+ carriers in your bag

All A-rated. Match every client to the right product instead of forcing one company’s fit.

03

Training that ships you

Live training every day, plus real mentorship. Not a static PDF library you’ll never open.

04

White-glove onboarding

Contracts, carrier appointments, portal access, your first week. All handled, so you start selling fast.

The machine

Here’s your Monday.

The phones ring here. Our AI reads each request, matches the carrier, and routes the call or lead straight to you. You answer, quote, and close.

Carriers

The paper behind you.

40+ A-rated carriers behind every policy you write. Every client gets a real fit.

Technology & tools

A tech stack that does the busywork.

AI CRM

Intelligent contact management that keeps every lead organized and nudges you on follow-ups.

AI dialer

Smart dialing with call coaching, so more conversations turn into written business.

Agent portal

Your business hub. CRM, leads, training, and payouts in one place.

Inbound pipeline

People call in ready to talk. Calls and qualified leads, delivered to you. The hardest part of the business, handled.

Getting started

From signature to first commission.

1

Apply

A two-minute form. Tell us where you are and what you’re looking for.

2

Meet the team

A quick call to align on your goals, the right fit, and next steps.

3

Get onboarded

Contracts, carrier appointments, and portal access. All handled for you.

4

First commission

Inbound calls in your queue and a coach in your corner from day one.

The math

What you’d pay for elsewhere.

Add up what this business costs an agent at most agencies. Then read the right column.

LeadsYou buy them, or cold callHigh-intent and inbound. People call us.
CRM + dialerMonthly software billsIncluded, AI-powered
Carrier contractingPaperwork you chase for weeksHandled in your first week
TrainingA course somebody sells youLive every day, included
BackupFigure it out aloneMentors who built books here
98.1%6-month persistencyBusiness that sticks
92.4%12-month persistencyStill in force a year later
Build your book with us
A real team behind every agent. Not just a contract.

High-intent inbound calls, top carriers, AI-powered tools, and mentorship from people who’ve built their own books. You sell; we handle the rest.

Apply now

Sign your side.

The offer is on the table. Fill out the form and a member of our team will reach out within one business day. Licensed or not yet. We’ll point you in the right direction.

Questions first? Call (833) 997-6934.

Currently licensed?

By submitting, you agree to be contacted by a CFG representative.

Already one of ours?

Your desk is open.

Your CRM, leads, training, and payouts. One door.