Lead System: Exclusive, high-quality, compliant leads for Equis Financial agents.
Technology: Business management tools to track key metrics, helping agents make informed decisions and operate efficiently.
Home Office Staff: A hands-on, vigilant team dedicated to ensuring agents' success with the highest support standards
Bonus Program: An opportunity to earn a monthly bonus, whether as a producer or manager, further rewarding growth and performance.
Lead System-- Exclusive, high-quality, compliant leads for Equis Financial agents.
Technology-- Business management tools to track key metrics, helping agents make informed decisions and operate efficiently.
Home Office Staff-- A hands-on, vigilant team dedicated to ensuring agents' success with the highest support standards
Bonus Program-- An opportunity to earn a monthly bonus, whether as a producer or manager, further rewarding growth and performance.
Why partner with Gregory Insurance?
As a part of the Equis Financial Family, you would have access to:
Leadership: Built on a strong foundation, committed to providing a safe, agent-first environment focused on profitability.
Carrier Partnerships: Close relationships that bridge gaps between agents and carriers.
Training: Daily training calls and a robust Training Center featuring content from agents and managers.
Why partner with Gregory Insurance?
As a part of the Equis Financial Family, you would have access to:
"Find a group of people who challenge and inspire you, spend a lot of time with them, and it will change your life."
Amy Poehler
Amy Poehler
Whether you are a newly licensed agent or a long time member of our team, we are here to answer your questions and provide support.
Whether you are a new licensed agent or a long time member of our team, we are here to answer your questions and provide support.
Amory & Casey Gregory
Leadership-- Built on a strong foundation, committed to providing a safe, agent-first environment focused on profitability.
Carrier Partnerships-- Close relationships that bridge gaps between agents and carriers.
Training-- Daily training calls and a robust Training Center featuring content from agents and managers.
Contracted with
Not yet Licensed?
The process is simple. Contact us to get a discount code for XCEL Training.
Spend a few days up to 1 month working through Xcel Training and Prepare to pass your licensing exam.
Licensed Agent?
Contact us to sign your ICA and begin the process of getting contracted with
A-Rated insurance companies.
Become an agent
Whether Part Time or Full Time, life insurance agents can add to their cash flow while supporting families in Middle Income America.
Interview
Not yet Licensed?
Get excited seeing others interested in this opportunity. Hear from veterans of this business who are excelling and imparting wisdom to New Agents.
Licensed Agents?
Are you building a team? Invite people who are interested in what you do to this call.
New Agent Info
Learn more about the Equis System and the support you will receive as a part of Gregory Insurance, the Cornerstone Group, and Equis Financial.
Interview
Interview
Not yet Licensed?
Let's chat about why you want to be an insurance agent.
Licensed Agents?
An interview is a great way to learn more about what we are looking for in agents and learn more about the Lead Program and Equis System.
Schedule an interview
Have you perused the website and think you could be good in this business? We are interested in motivated entrepreneurs who are ready to grow their business.
Next STeps
Between the Cornerstone team calls and the Daily Round Table, you can always spend a little time with the leaders of Equis.
Have you ever heard that you are most like the 5 people you spend the most time with in life? Associate with leaders and see how it changes your business.
DRT Link
Cornerstone
Zoom Link
Opportunity
Zoom Link
