One platform for the work
behind every policy.
From the first conversation to the next opportunity.
Connect every part of your agency with Core54.
Everything connected.Live floor
Explore this connection Follow every conversation and help the team while the moment still matters.
The intelligence
inside the platform.
Live AI listening, objection support, captured details and coaching. Give your team guidance that follows the conversation.
Explore Core54 AICore54 AI
Objection recognized.
A better next question, ready.
A better next question, ready.
Sell from one screen.
From the first ring to the last note, keep the agent in the conversation.
Open the interactive demoExplore the full workflow
- Accept incoming calls with the customer already loaded. Click to call from a lead, client or the keypad on any screen.
- Hold, mute, transfer and wrap from the call screen. Availability clocks and callbacks keep the next conversation on track.
- A guided, twelve-step script keeps each field beside the question that asks for it. Quoting, beneficiaries, health, banking and wrap-up stay in one flow.
- See the commission on the quote in front of you. Open objections and notes without losing the conversation.
- Caller-said chips turn spoken details into fields. Maple answers from your carrier guides and agency rules, with the source shown.
- Recordings, waveform playback and downloads keep the conversation available after the call.
In the conversation
Alex with Jamie Call connected
Discover what mattersWho would you like the policy to protect?
Caller said
BeneficiaryReady for the next detail
Maple is right here.Answers from your carrier guides and agency playbook.
Lead the floor as it happens.
See what is happening while there is still time to help.
Open the interactive demoExplore the full workflow
- See every agent, their status and time on the line. Follow live transcripts with caller mood, flags and the next move.
- Whisper to an agent and get a reply in the same stream. Watch their call screen without changing it.
- Message the whole floor or one teammate, with direct threads and unread counts.
- Scoreboards, assist credit and a TV wall keep the team connected to production.
- Track pace against goal, fourteen-day trends, funnel performance and individual results.
The floor, in focus
Alex On a call04:32
Jordan On a call02:18
Taylor On a call06:45
Private coaching. In the moment.
Morgan to Alex
A little guidance can change the next question.
Keep every conversation connected.
Keep the customer, their consent and the next conversation connected.
Try the automation builderExplore the full workflow
- Text from your agency number. Replies, templates and customer history stay on the same thread.
- Send welcome messages and agent trust pages automatically, with consent, do-not-call rules, STOP handling and quiet hours respected.
- Give every agent a personal trust page with their photo, licensing details, direct line and what happens next.
- Build follow-up on a visual canvas: trigger, send, wait and branch when someone replies, calls or buys.
- Track campaign-tagged imports, inbound channels and the return on marketing spend. Connect lead management, email and customer conversations.
One next step leads to another
Policy marked soldStart the welcome
From your agency numberIntroduce the agent
Open the conversation.
Alex gets the reply with the client history attached.
Turn calls into better calls.
Turn the conversations you already have into better conversations tomorrow.
Open the interactive demoExplore the full workflow
- Review each call with its transcript, recording, score and the reason a conversation stalled.
- Score against the coaching principles your managers write. Manager verdicts and notes feed back into the review process.
- Keep scripts and rebuttals editable, with changes reflected in the agent workspace.
- Practice with Dorothy, an AI customer who raises the objections agents hear on real calls.
- Give Maple your carrier guides and house rules. Keep sourced answers distinct from guidance that is not in a document.
A conversation worth learning from
“I just want to know my family will be taken care of.”Jamie
--/100
Built rapport Understood the need Agreed the next step
Bring the recommendation back to the family and the budget they shared.
Know the client.
Know the coverage.
One person can have more than one policy. Keep the relationship together, with the details and status of every policy close at hand.
Explore clients and policiesExplore the full workflow
- Find the client by name, contact information or policy number. One row per person, however many policies.
- Open coverage tabs with carrier, policy number, premium, effective date and beneficiary information.
- See which policies need action, are waiting on the carrier, are active or are closed.
- Keep calls, texts, activity and service tasks connected to the client. Every policy change retains its reason and history.
- Start the next cross-sale conversation from the relationship you already have.
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
Run the book and the back office.
The client relationship continues long after the sale. Keep the book, service work and compensation together.
Open the interactive demoExplore the full workflow
- Keep one client record across multiple policies, with coverage, cross-sale opportunities, activity and policy health in view.
- Work a due-first service queue. Payment problems and policy review rules open tasks with the client attached.
- Read carrier notices, match them to the policy, fill missing details and route exceptions to a person. Every policy move keeps its reason and history.
- Upload carrier statements, reconcile them to the book, review the ledger and prepare the Friday pay run. Flag expected chargebacks before pay runs.
- Audit policies against statements. Turn findings into service tasks and give agents a clear My Pay view.
- Manage W-2 and 1099 producer administration. Track software, lead, calling and AI costs, cost per sale, and agent activity with CSV or branded PDF reporting.
Bring the numbers into alignment
Carrier statementPolicy book
Jamie CollinsPolicy$840Ready to match
Chris BennettPolicy$620Ready to match
Sam ParkerPolicy$710Ready to match
Matched production$0
Every line keeps its policy and producer context.
Make the platform your own.
Put your own identity on the workspace, and give each person the access their work needs.
Open the interactive demoExplore the full workflow
- Use your name, logo and colors. Switch off sections your agency does not use and give the team a workspace under your brand.
- Manage roles and individual permissions for recordings, the vault, coaching, live supervision, pay runs and administration.
- Keep sensitive fields in encrypted storage, log reveals and retain the audit trail.
- See the workspace as an agent. Manage multiple agencies with the right permissions.
- Personal profiles, photos, work numbers, light and dark themes, mobile layouts and focus mode fit the way your team works.
- Send feedback with a screenshot from any screen. Keep agency knowledge and the platform connected to the people using it.
Your name on the workspace
Your agency
Good morning, Morgan.
Calls today48
Team online12
The whole picture.
Down to the dollar.
Connect lead costs, production and conversation quality. Find the channel that works. See where the team needs help.
Explore marketing and reportsMarketing performance
Spend. Conversations. Sales.Inspect a channel
One core.
A new chapter for your agency.
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