The whole agency.
Working as one.
Calls, clients, AI, policies and performance. Core54 brings the work into one platform, so your team can follow the relationship from the first conversation to what comes next.
Six connected areas. Nine facets each. Explore a face.
The next step
already has context.
Each part of Core54 connects to the work around it. Your agents, service team and managers can follow the same client relationship.
The live floor keeps your agents and their conversations in view.
The useful detailAI suggests a response and captures details while the agent stays with the caller.
The relationshipPolicies, conversations and service activity stay with the client.
The bigger pictureConnect agency production, lead costs and coaching in your reports.
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 facetsThe Core54 capability map
54 facets.
Built to work together.
Connect. Guide. Sell. Serve. Grow. Manage. Six sides of running an agency, with nine connected capabilities in each.
54 facets across six connected areas.
No matching facets. Try a broader term or clear your search.
01ConnectMake every conversation part of the same relationship.9 facets
- 01
VoIP calling
Make and receive business calls inside Core54, with click-to-call from a lead or client.
- 02
DID and direct numbers
Get help setting up agency numbers and agent direct lines.
- 03
Two-way SMS
Send and receive texts from the agency number, in the client thread and call screen.
- 04
A2P registration support
Get help preparing business-texting registration and responding to review feedback.
- 05
Call controls and transfers
Hold, mute, transfer and end a call from the working screen.
- 06
Recording and playback
Revisit recorded calls with waveform playback and downloads.
- 07
Agent availability
Track availability and breaks, and hold the line until call wrap-up is complete.
- 08
Callback management
Keep due and overdue callbacks visible, with manager reassignment when needed.
- 09
Agent trust pages
Share an agent page with their photo, license details, direct line and next steps.
02GuideGive the agent useful guidance before the moment passes.9 facets
- 10
Live transcription
Follow a call through an updating transcript while the conversation is happening.
- 11
Live objection guidance
Surface relevant rebuttal suggestions while the agent is speaking with the client.
- 12
Next steps and reminders
Keep the next useful question, action and important reminders in view.
- 13
Data capture and autofill
Turn details the caller shares into suggested fields for the agent to confirm.
- 14
Adaptive scripts
Keep the next script question connected to the information the caller has shared.
- 15
Agency knowledge assistant
Ask Maple about carrier guides and house rules, with source context in its answers.
- 16
AI call scoring
Score completed calls against the agency's coaching principles and explain the result.
- 17
Manager coaching review
Review a call, record a verdict and feed manager feedback into the grader.
- 18
AI practice calls
Rehearse difficult conversations with an AI customer who raises realistic objections.
03SellKeep the team, the conversation and the sale in view.9 facets
- 19
Live floor monitoring
See agent status, call activity and the conversations that need attention.
- 20
Private agent whisper
Coach an agent during a call and receive their reply in the same private stream.
- 21
Live workspace viewing
Watch the agent's call screen as they work, without taking over their controls.
- 22
Team messaging
Keep floor conversations and direct messages together, with unread counts.
- 23
Goals and production pace
Compare progress with goals and review trends, the funnel and agent totals.
- 24
Floor scoreboards
Share production on a floor scoreboard or TV wall, including credit for assists.
- 25
Lead pipeline
Work open opportunities with filters and campaign tags.
- 26
Guided sales workspace
Keep script questions and capture fields together through the twelve-step sales flow.
- 27
Quote earnings preview
See the commission associated with the quote in front of the agent.
04ServeKeep the relationship connected after the sale.9 facets
- 28
Client relationship book
Keep one record per client, with their policies grouped under the person.
- 29
Policy status tracking
Separate active coverage, carrier-pending policies and items needing action.
- 30
Coverage and beneficiaries
Keep coverage details and beneficiary information with the client and policy context.
- 31
Conversation history
Keep calls, transcripts, scores, texts and activity together in the person's file.
- 32
Cross-sell workflows
Start the next coverage conversation from the existing client relationship.
- 33
Client service queue
Give service teams a due-first task list linked to the right client.
- 34
Policy service triggers
Open service tasks from events such as a rejected payment or scheduled review.
- 35
Carrier email intake
Match notices to policies, capture details and create work for the service team.
- 36
Policy change history
Keep a reason and a record for policy status changes.
05GrowConnect follow-up and spending to what happens next.9 facets
- 37
Visual automation builder
Arrange the workflow on a canvas, then draft, publish and switch it on or off.
- 38
Event-triggered texting
Send follow-up at defined moments, such as consent or completion of health questions.
- 39
Conditional follow-up
Wait and change the next step according to whether the client replied, called or bought.
- 40
Messaging consent controls
Apply consent checks, do-not-call guards, quiet hours and automatic STOP handling.
- 41
Campaign attribution
Carry campaign tags with imports and compare results by campaign.
- 42
Marketing spend analysis
Connect inbound-channel spend with qualified conversations and sales.
- 43
Operating cost tracking
Review lead, software, AI and telephony costs over a chosen period.
- 44
Agent performance reports
Compare work, captured or skipped information and call costs by agent.
- 45
Report exports
Share reporting through CSV files or a branded PDF.
06ManageKeep compensation, access and agency oversight connected.9 facets
- 46
Commission reconciliation
Match uploaded carrier statements to the policy book and resolve differences.
- 47
Agent pay and ledgers
Connect the commission ledger, pay runs and the agent's view of upcoming pay.
- 48
Chargeback flags
Show expected chargebacks in the pay-run workflow.
- 49
Policy book audits
Check policies against statements and turn findings into service tasks.
- 50
Roles and permissions
Control access to recordings, the floor, pay, administration and other agency work.
- 51
Sensitive-data vault
Protect sensitive fields with encryption, permission checks and reveal logging.
- 52
Agency branding
Apply the agency's name, logo and colors, and switch unused sections off.
- 53
Multi-agency administration
Let authorized Core54 staff administer customer agencies within the platform.
- 54
Management from anywhere
Follow supported floor, client and reporting workflows on connected devices.
A selected map of connected capabilities, not a count of separate products. A2P registration remains subject to provider and carrier review.
Your agency.
Every part connected.
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