WealthSmyth AI brings production and team-building together in an all-in-one agency workspace—built on a layer of carrier data, best-in-class AI support, and a complete distribution platform that helps every agency role work together, build stronger teams and grow faster.
New Agents get up to speed fast with WealthSmyth’s Onboarding Hub—guiding you from day one through field training and Net Licensing.
Producers get everything they need to prospect and keep their pipeline moving—from recommendations and illustrations to applications and delivery.
Agency Builders gain full visibility into their team’s progress, with real-time dashboards that make performance coaching easy at every stage.
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What does WealthSmyth offer?
Production Progressions
WealthSmyth is built for Production Progressions that guide every step of the sales process, from prospecting to closed cases. With tools like Leads, Deals, and Clients, you can easily track opportunities, monitor commissions (including splits), and keep your pipeline moving smoothly — ensuring nothing falls through the cracks.
Team Progressions
WealthSmyth is also built for Team Progressions that help Agency Builders grow and develop their teams. With features like Recruits, Teams, Taproots, and Dashboards, you can see exactly where everyone stands and stay on top of recruiting, onboarding, and performance coaching — so every agent is set up to succeed.
New Agent Onboarding
Onboarding Hub makes it simple to bring new agents up to speed. With simple guided checklists and AI-powered support for every step, new team members get everything they need to move fast from day one. Trainers and leaders also get full transparency into each agent’s progress, making it easy to celebrate wins and keep everyone on track.
Dashboards & Taproots
Dashboards bring it all together—giving operations managers and agency leaders complete visibility into production and recruiting performance. Business ratios and conversion ratios help you understand the business outcomes you’re achieving—and quickly diagnose why performance is up or down. With one click, Taproots lets you drill down into a specific agent’s part of the business, enabling data-driven performance coaching and smarter decisions across the entire team.
What sets WealthSmyth apart?
WealthSmyth AI delivers superior agency growth at scale—bringing production and entrepreneurial professional development into one connected system that continuously improves performance:
AI-first distribution platform that improves with every interaction
All-in-one system, personalized for every role
Best in class onboarding for new agents to Net License.
Data ownership rights for agents
Who uses WealthSmyth?
WealthSmyth is built to help the 3 million life insurance agents, distributors, and carriers collaborate in a whole new way. They are working every day to build stronger teams, serve clients, and grow their agencies. So our mission is to make it easier for every agent to succeed. Agency Leaders, Team Builders, Professional Producers, and new agents—WealthSmyth empowers every role with the tools, data, and AI support they need to make money and change lives.