⚡ Confidential Presentation — April 2026
Introducing

EIGHQ Command

The AI-powered operating system that runs your entire Medicare brokerage — pipeline, phones, compliance, commissions, training, and marketing. All automated.

5
Build Phases
35+
Platform Features
$300+
Monthly Savings
∞
Agent Seats
The Problem

Medicare Brokerage Is Broken by Design

Agents drown in paperwork. Leads fall through the cracks. Compliance is a liability. Growth is impossible to standardize.

The Solution

EJ Insurance Group — One Platform.
Everything Automated.

🤖

AI-Powered Pipeline

Lead intake to active client — tracked, staged, and automated. No lead falls through the cracks.

📞

Twilio Phone Integration

Call logging, SMS, voicemail drops, and inbound routing — all tied to the client record.

📋

Compliance on Autopilot

SOA tracking, license renewal alerts, audit trails, and CMS-compliant documentation. Always covered.

💰

Commission Tracker

Initial and renewal commissions tracked by carrier and agent. Reconcile in minutes, not days.

🎓

Training Hub

Agent onboarding, carrier certifications, AEP prep — all centralized. New agents productive faster.

🏢

Franchise-Ready Architecture

Each location gets their own login and dashboard. Same system, same playbook, everywhere.

Platform Architecture

5-Phase Build Plan

Phase 1
Foundation
🔐 Login / Auth
📝 Lead Intake
📁 Doc Storage
💬 Communications
📋 SOA Tracking
🔧 Service Requests
📧 Welcome Email
→
Phase 2
Core Ops
📄 Custom Forms
📅 Calendar
👤 Agent Accounts
💰 Commissions
🔗 Referral Tracking
⚠️ License Alerts
🎂 Birthday Msgs
🎓 Training Hub
→
Phase 3
Reports & Recruit
📊 Agent Performance
🏢 Carrier Reports
👥 Downline View
🔄 Recruit Pipeline
→
Phase 4
Integrations
📞 Twilio Phone
🌐 Websites ×2
🤖 AI Chatbot
📋 CRM Sync
💳 Commission Rec.
📚 Bookkeeping
📬 Email Command
🔄 Lead Sync
📱 Social Media
→
Phase 5
Advanced
🗓️ Scheduler
👤 Client Portal
⚔️ AEP War Room
🎁 Referral Program
📈 CEO KPI Dash
🛡️ Compliance Audit
🎬 Training Videos
Execution Plan

Build Timeline

6 weeks from start to polished, fully tested platform

Week 1
Week 2
Week 3
Week 4
Week 5
Week 6
🔐 Foundation
Build
Testing
⚙️ Core Ops
Build
Testing
📊 Reports
Build
Begin
🔗 Integrations
Begin
Build
Build
🚀 Advanced
Build
Polish
◀ You Are Here
Week 1 starts now. Foundation testing begins end of week.
Financial Case

Stop Paying for Fragmented SaaS

Tool / Service What It Does Monthly Cost
🔴 What You're Replacing
AgencyBloc CRM + Pipeline $65 – $100
RingCentral Business Phone $125 – $150
JotForm Forms + Intakes $34 – $99
Misc. Tools Training, scheduling, etc. $50 – $100
Legacy Total $274 – $449/mo
✅ EJ Insurance Group Stack
Polsia (EJ Insurance Group) Everything above + more $49/mo
Twilio Phone + SMS ~$30/mo
Meta Ads Lead generation budget $300 (ad spend)
EJ Insurance Group Total ~$80/mo infra
🔥 Net Savings Unlimited agent seats. No per-user fees. $225 – $400/mo
Agent Experience

Every Agent Gets Their Own Command Center

Separate login. Personal pipeline. Full toolkit. Zero seat fees.

ejinsurancegroup.com/agent-dashboard · Logged in as: Agent Judy Martinez
My Pipeline
24
active clients
This Month
$3,840
commissions earned
Appointments
7
this week
Pipeline Stages
Lead Received (4) Intake Pending (6) Plan Research (5) Ready to Enroll (3) Active Client (24) AEP Review (6)
Quick Access
📋 New SOA Form
📅 Book Appointment
💬 AI Chatbot
🎓 Training Hub
💰 My Commissions
📱 Compliance Docs
Growth Strategy

The Franchise Vision

Prove the model in Vegas. Then replicate it everywhere — with the exact same system, the exact same playbook.

1
Las Vegas — NOW
Flagship. Proving the model. Building the playbook.
2
Henderson, NV — Q3 2026
First replication. Same login, same system.
3
Phoenix + Tucson — Q1 2027
Arizona expansion. Multiple locations, one Command.
4
Nationwide — 2027+
Every location runs EJ Insurance Group. Platform scales automatically.

📦 What Each Franchise Gets

  • ✓ Their own EJ Insurance Group login
  • ✓ Isolated agent + client data
  • ✓ Same pipeline & compliance system
  • ✓ Same training hub & onboarding
  • ✓ CEO-level visibility from HQ
  • ✓ No additional software costs
$0
Additional software cost
per franchise location
Agency Recruitment

Bring Your L&H Agency Under EJ Insurance Group

The pitch to other agency owners is simple. You keep your override. Your agents get the platform they've been dreaming of.

What Agency Owners Hear
"I'm paying $300/mo in tools, spending 2 hours a day on admin, and I still can't see what my agents are actually doing."
The EJ Insurance Group Offer
  • → Bring your agents under EJ Insurance Group downline
  • → Keep your full override on every policy
  • → Your agents get Command access: pipeline, compliance, SOA, commissions, training
  • → You get visibility into their production from HQ
  • → All automated. No extra headcount.
Why L&H Is the Right Target
♻️

Recurring Revenue

Renewals every year. Medicare clients stick for life.

🤝

Complements Medicare

Same demographic. Cross-sell is natural.

⏰

Urgent Window

AEP season = prime recruitment time. Act now.

🏠

Phase 2: Auto/Home

Cross-sell potential unlocked once infrastructure is live.

Revenue Model

Commission Growth Projection

Multi-carrier. Initial + annual renewals. Every agent tracked. Every policy accounted for.

Year 1
$48K
$48K
Year 2
$112K
$112K
Year 3
$220K
$220K
Year 4
$360K
$360K
Year 5
$500K+
$500K+
* Includes initial commissions + renewals across all downline agents and carriers

Revenue Drivers

  • 📋 Initial commissions (new enrollments)
  • ♻️ Annual renewal commissions
  • 👥 Downline overrides (recruited agents)
  • 🏢 Franchise location fees (Phase 3)
  • 🤝 L&H cross-sell revenue

The Compounding Effect

Medicare clients renew annually. Year 1 clients keep paying in Year 5. Every new enrollment adds to a growing recurring base — not a one-time event.

Current State

What's Already Live

Phase 1 foundation is deployed. Real clients are moving through the pipeline today.

📊
Pipeline Board
Kanban view · 11 stages · All leads tracked
👤
Lead Profile
Full intake data · Stage history · Notes
📋
SOA Tracking
Scope of Appt. forms · Compliance logs
📈
Admin Dashboard
Cross-agent view · Stage filters · Search
🔐
Agent Login System
Separate agent view · Isolated data · Secure
🚀
Coming in Phase 2
Commissions · Calendar · Training Hub · Forms
✓ Live at ejinsurancegroup.com · Real clients, real data, running today
What Happens Next

Let's Launch Phase 1
This Week.

View Live Platform →
←→ or click arrows