DID & VoIP numbers
YOUR AGENCY(619) 555-0142
Direct line connected to Alex
Your agency. From anywhere.
The operating system for insurance.
See the floor. Guide your agents. Keep every client, call and policy connected.
core54 / your agency
Live Calls
3 live conversationsAlex with Jamie Collins
Live transcriptJamie
I want to make sure my daughter is taken care of.
Alex
What would you want the coverage to take care of first?
Jamie
Mostly the
Core54 AI · Live guidance
Listen for the need before discussing coverage.
AI that stays
in the conversation.
Alex with Jamie
Core54 AI listeningBudget concern detected
Detail captured$70
Jamie
“I like the idea. I just need to keep this around seventy dollars a month.”
Live listeningContext becomes guidance
In the agent’s earPrivate guidance
Price objection
Understand the need behind the number.
“That makes sense. What would you want this coverage to take care of for your family?”
Suggested response · Agency playbook Dynamic scriptBring it back to their family
Who would you want to protect first?
Added to the callAI data captureReady to review
Monthly budget$70
Next-step reminder
Confirm a comfortable monthly budget.
Keep the next commitment in view.After-call coaching
92/100
Asked about the need before moving to options.
A direct line.
A connected follow-up.
A2P registration support
Business texting registration
Prepare the business profile.Keep agency and campaign details together.
SMS & texting
Your agency
Hi Jamie. I’m here if you have questions about your coverage.
Thanks, I have a question.
Close to the floor.
Even when you’re not.
Follow live calls. Give a private nudge. Check a policy or see how the week is shaping up, wherever you run your agency.
Explore the live floor
Your AgencyLive floor
3 live callsJamie is speaking
“Something around seventy dollars a month would work for me.”
Private coaching for Alex
Confirm the monthly budget before moving to the quote.
Every client.
Every policy.
The whole relationship.
The CRM at the heart of Core54 keeps one record for every person. Open their policies, see what is active and bring the next service step into focus.
- One client recordCoverage, conversations and activity
- The policy bookActive, waiting, needs action or closed
- The details that matterCarrier, premium, beneficiary and history
Clients / Jamie Collins
JC
Jamie Collins
Example Life Co.Whole life
Active- Coverage
- $15,000
- Monthly premium
- $52.80
- Policy number
- DEMO-1001
- Effective date
- Aug 12, 2026
BeneficiaryAvery CollinsPrimary · 100%
ApplicationIssuedActive
The tools to sell.
The network to grow.
Core54 brings agency operations and insurance distribution together. Connected tools, under your brand.
CRM
Clients, leads and history. Together.
Inbound & outbound dialing
Call from the work in front of you.
VoIP
Business calling. Connected to your floor.
Payroll administration
Producer payroll, tied to production.
Commissions
From policy to producer compensation.
Cross-sale distribution
Connect each need to the right agent.
Your numbers.
Your brand.
Already delivered.
See what drives the agency. Turn lead spend, production and call quality into clear PDF reports, then schedule them for the people who need to know.
Explore reportingSee the PDF reports
Your weekly agency pulseMonday, 7:00 AM · PDF attached · Delivery example
One relationship.
More opportunity.
Your client has needs beyond the policy in front of you.
Connect those needs to the right expertise.
A better next step
for every need.
Choose an example to see how the distribution model connects one conversation to the next.
Life conversationMedicare need
Identify a Medicare need and connect it with an appropriately licensed and appointed agent.
IdentifyTransferTrack
Transfers and compensation follow licensing, appointment, carrier and client-permission requirements.
Your name.
Your team.
Your platform.
Your logo and colors across the workspace. Your client relationships at the center.
Make it your agencyYAYour AgencyPowered by core54
Live floor3 on a call
Alex with JamieLive conversation
Jamie
I want to make sure my daughter is taken care of.
Core54 AIAsk what matters most before discussing coverage.
Your clients. One connected workspace.
Your identityYour relationshipsConnected tools
Built for the people
behind every policy.
One shared picture, from the agent's desk to the agency owner.
For the agent.For the team.For the agency.
6 faces. 54 squares.
Every part connected.
Why Core54
One system.
Everything aligned.
A classic 3 × 3 cube has six faces and 54 colored squares. Move one part and the others move with it.
An agency works the same way. Calls affect sales. Sales create policies. Policies connect to service, commissions and the next opportunity. Core54 brings that work into one system.
Explore the 54 facetsTrust at
the core.
Every client relationship comes with responsibility. Our launch commitments put privacy, access and accountability at the center.
HIPAA
Privacy & security
Planned for launchA compliance program for handling protected health information.
SOC 2
Independent assurance
Planned for launchAn independent examination of the platform's security controls.
Encrypted sensitive fields
Protect the details your clients entrust to you.
Role-based access
Give each person the permissions their work needs.
Audit trails
Keep a record of sensitive field reveals and policy changes.
HIPAA compliance and a SOC 2 examination are launch targets. This preview does not claim a completed compliance assessment or SOC 2 report.
Bring your agency
into alignment.
For agencies ready to work differently. Connected people, clear operations and room to grow.
Access starts with a conversation. Tell us about your agency. We review each application for fit before onboarding.
Questions first? Email hello@core54.io.
- Agency review before onboarding
- Built for active insurance distribution