The IMO built for how agents actually work

Everything an agent needs, finally under one roof.

Seamless onboarding and licensing, top-notch training, and competitive comp for both builders and leads agents. Everything it takes to get started, get good, and get paid, all in one place.

Top carriers, strong training, and the kind of sales tools most IMOs leave you to go find on your own.

All the top carriers, ready for your clients

AmericoMutual of OmahaF&GForestersTransamericaNorth AmericanAmerican AmicableCorebridgeProsperityAetna AmericoMutual of OmahaF&GForestersTransamericaNorth AmericanAmerican AmicableCorebridgeProsperityAetna
For the agent who's been around

You know the headaches. We took them off your plate.

Most agents run their business across a pile of tools they bought and bolted together, because their IMO never gave them real sales tools to begin with. And no matter how many integrations you wire up, outside tools can't tap into the IMO's own data, your contracting, commissions, and hierarchy, because only the IMO has it. So you end up duplicating work, entering the same thing in two places. Here, the tools live inside the IMO and run on that data directly, so there's nothing to re-enter and everything just works together.

The usual setup

Slow, disconnected, and overpriced

  • ✕Lethargic licensing and contracting that slow down income
  • ✕Duplicate work from scattered tools that can't connect to the IMO's data
  • ✕Overpriced leads - marked up by your IMO if offered, or marked up by 3rd party vendor somewhere else
  • ✕Support that leaves you waiting forever
Invictus

Fast, connected, and affordable

  • ✓Fast licensing and contracting that get you making money sooner
  • ✓Tools built into the IMO, running on its data, so there's no duplicate work
  • ✓Lower-cost leads we generate ourselves, right here on the platform
  • ✓Fast support from real people, no waiting forever
Built for speed

Licensed, contracted, trained, and producing. Fast.

The path from new agent to independent producing agent is painfully slow with most IMOs. And it's usually not the agent, it's a slow back office that lacks systems and urgency. We help agents move through the boring stuff seamlessly so they can get to generating income and helping families faster.

1
Apply
Application process is smooth and simple.
2
Get licensed
Licensing coordinators guide you the whole way.
3
Get contracted
Carrier contracting happens here, no 3rd party sites.
4
Get skilled
One on one, group, and on demand training.
5
Get paid
Fast commission cycles when you start producing.
6
Grow
Grow your agency, new agents follow same process.
Most IMOs take months to get you through this. Agents that follow our system get paid in 30 days or less.
The part that usually gets overlooked

A back office that moves fast.

Ask any seasoned agent what slows down agency growth most. A slow back office and lack of progression systems. Most back office systems have no systems at all or bottleneck with high volume. Our back office is optimized for high speed regardless of volume size.

  • Highly trained staff
  • Optimized and automated systems
  • Same day support
Your Progression
✓
Completed onboarding
✓
Completed pre-licensing
✓
Scheduled exam
Next step Pass exam · tomorrow at 3:00 PM
The unfair advantage

A tech stack no other IMO has.

From lightning fast back office, to automated workflows, to all the sales tools you'd need to close more business. Everyone else talks about their "amazing CRM." That's cute... We give agents an entire operational system.

Dialer
Client CRM
Agent CRM
Sales Tools
Leads Hub & Marketplace
Performance Tracking
Personalized Agent Websites
On-Demand Training Libraries
Analytics
And much more...

A leads marketplace inside your own IMO.

Buy leads the moment you're ready, right where you work. Because Invictus generates them in-house, there's no middleman markup, and because it's all connected, you can see which leads actually turn into issued policies.

  • Browse by type, state, and freshness
  • Leads land straight in your dialer
  • Track ROI by source, down to issued policy
Leads Marketplace
Final Expense
FreshAged
Mortgage Protection
FreshAged
Annuity
FreshAged
Demonstration data. Marketplace inventory updates in real time.

Analytics that are actually useful.

Most analytics dashboards are filled with generic AI graphs and charts that look cool but are useless or hard to understand. Invictus provides simple to understand and ACTIONABLE analytics data.

  • Sales & Financial
  • Agency Building
  • Leads & Dialing
Agency Analytics
Licensing Ratio21%
Average Days to Appointed19
Average AP$1,558
Closing Ratio68%
Demonstration data. This is your real agency once you're producing.
What's handled for you

Everything an IMO should cover.
All of it, actually covered.

Getting started, selling, the back office, and building a team. The parts agents usually piece together on their own, already handled here.

Get started

  • Application & onboarding
  • Licensing tracker
  • Carrier contracting
  • Training center

Sell

  • Leads marketplace
  • Power dialer
  • CRM & pipeline
  • Texting & follow-up

Back office

  • New business tracking
  • Commission statements
  • Chargebacks & reserves
  • Policy servicing

Build & grow

  • Recruiting tools
  • Hierarchy & downline
  • Team production
  • Leaderboards
How you want to work

Finally a company that supports both.

Some agents prefer leads, but the higher comp means lower passive income. Some agents prefer building agencies for passive income, but starting comp is lower. Invictus gives agents the best of both.

The leads path

Buy leads, close on the phone.

Get leads from the marketplace, run them through the dialer, and close over the phone. Competitive comp on everything you write.

  • Affordable, high-intent leads on tap
  • Competitive comp on your production
  • A dialer and CRM built to close
The builder path

Build an agency & run training appointments.

Train new agents on virtual client appointments, help them close and get paid, and build real passive income for yourself in the process.

  • Competitive builder comp
  • Recruiting and onboarding tools included
  • Full visibility into your organization
The way it should be

Agents shouldn't have to settle for some of it.

Every other IMO forces a tradeoff. Great builder comp or great leads comp, never both. Slow back office. Barely any sales tools. Nobody ever put the whole thing together in one place. We think agents shouldn't have to pick and choose what they get. They should have all of it.