1
New Advisor Prospect
A practical milestone that keeps the recruiting conversation organized from first interest to platform onboarding.
PolicyQuick advisor growth path
Recruit licensed advisors into the FamilyGuard platform.
PolicyQuick attracts consumers who need clarity and advisors who want sharper lead flow, training, reporting, technology, and a cleaner platform for growth.
Advisor recruiting now uses the same family-protection identity clients see, keeping the public mission and advisor growth path connected.
Advisor recruitment intake
Invite serious advisors into a cleaner growth machine.
This advisor path stays separate from consumer quote leads, so serious producers can be reviewed, contacted, and guided into the right FamilyGuard onboarding conversation.
2
Contacted
A practical milestone that keeps the recruiting conversation organized from first interest to platform onboarding.
3
Strategy Call Booked
A practical milestone that keeps the recruiting conversation organized from first interest to platform onboarding.
4
Contracting Review
A practical milestone that keeps the recruiting conversation organized from first interest to platform onboarding.
5
Onboarding Started
A practical milestone that keeps the recruiting conversation organized from first interest to platform onboarding.
6
Joined Platform
A practical milestone that keeps the recruiting conversation organized from first interest to platform onboarding.
Next best action
Turn recruiting interest into structured onboarding.
Capture serious advisor interest now, then route qualified prospects into a structured FamilyGuard onboarding conversation when the fit is clear.