Work fresh private-health (U65), ACA, Medicare, and life leads from our custom-built Compass Leads Marketplace — all inside one CRM made for how you sell.
No setup fees · $50/mo after trial · Cancel anytime
This is what makes it worth it. We're engineering a private Leads Marketplace that feeds your pipeline a steady flow of fresh, ready-to-work prospects — and credits that are yours to spend across whatever you sell.
Compass agents live in under-65 private health and ACA, with Medicare and life rounding out the book. The marketplace and CRM are tuned for all of it.
Under-65 major-medical and short-term plans — the bread and butter for Compass agents, written all year round. This is where the marketplace runs hottest.
U65 major medicalOn-exchange Marketplace enrollments and special-enrollment leads, with pipelines tuned for open-enrollment season.
Open enrollment & SEPMedicare Advantage and Supplement clients, with compliant follow-up and AEP-ready workflows built in.
Advantage & SupplementFinal expense, term, and whole life — cross-sell into your existing book without leaving the platform.
FE, term & wholePre-configured with the Compass playbook so every lead from the marketplace lands in a pipeline that's ready to work.
Pipelines, contacts, and stages pre-loaded with the Compass snapshot — productive from day one, no setup required.
Text and email sequences fire the moment a lead lands, so you never let a hot prospect go cold while you're on a call.
See exactly where every deal stands and which lead sources are converting — clarity on your book at a glance.
Tell us about you and your business — license, NPN, and the details we need to set up your account.
Right after signing up, grab a time to get verified and walked through the platform by our team.
We review and approve your account, then unlock full access to your CRM and the Leads Marketplace.
Your pipeline is live and pre-configured. Begin following up and writing business the same week.
Join the agents working fresh leads on the platform built for them. Your first 30 days are on us.