Agency Partner Overview
The products, support, and compliant demand agencies and call centers need to sell, scale, and monetize their operations.
Who We Are
We offer health and life insurance products in partnership with best-in-class carriers and distribute them through licensed agencies and call centers nationwide.
Our executive team has more than 40 years of combined health and life experience and a record of results with agency partners. We pair carrier products with the demand and support required to sell them.
Our family of companies also provides administrative solutions and tailored services that meet the evolving needs of both customers and agents, including contracting and appointments, carrier training, enrollment platforms, commission advances for qualified partners, marketing support, and compliant lead generation.
- Contracting & appointments
- Carrier training
- Enrollment platforms
- Commission advances for qualified partners
- Marketing support
- Compliant lead generation
Product Verticals
Wise can support partner sales across most major insurance verticals, including:
The platform is built to support sustainable growth across Medicare Supplement, Final Expense, STM, Limited Medical, Life, Dental, Accident, Cancer & Heart/Stroke, Critical Illness, Indemnity, Debt, Home Services, and related lines while protecting compliance and maximizing ROI.
Products & Support
Product Access
Health and life products from best-in-class carriers.
Contracting, Appointments & Training
Get appointed and trained to write the products.
Enrollment Platforms
Quote, apply, and issue in one workflow.
Commission Advances
Qualified partners can advance eligible issued production under the producer agreement.
Competitive Commissions
Production-aligned pay on written and issued business. Grids are reviewed in contracting.
Marketing Support
Digital, media, creative, and campaign help through our family of companies.
Leads & Demand
Intelligent Lead Scoring
SmartLeadQualify scores intent and puts buyers first.
Verified Live Transfers
Real-time routing and de-dupe so existing customers stay with the agency that owns them.
Pay Per Call
Inbound campaigns that convert ad engagement into verified live conversations.
Facebook & Google
Targeted acquisition on the platforms that still drive most consumer insurance search.
De-Dupe Management
Existing customers stay with the agency that owns them; new shoppers arrive clean.
Performance-Aligned Pricing
Leads and calls are purchased separately. Pricing follows volume and quality and is set before a campaign runs.
Why Agencies and Call Centers Partner With Wise
With more than 40 years of combined health and life experience, Wise helps agency and call-center partners optimize, scale, and monetize their operations—from what they sell to how they get appointed, get paid, and, when they choose, fill the floor with compliant, qualified demand.
Become a Partner