Founding Strategist Seats Now Open

The Platform
Built for
Elite Agents

Priority Insurance Concepts gives licensed telesales agents a complete AI-powered business infrastructure — so you spend every hour selling, and the platform handles everything else.

See Pricing →
$2,436Platform retail value / mo
21Carrier appointments
20Founder seats — forever
Priority Insurance Concepts
The Platform Built for Elite Agents Priority Insurance Concepts • VitalEdge LLC
Platform retail value What you get
AI CRM — Full GHL Suite$497/mo
Inbound + Outbound AI Voice$700/mo
SMS + Email Automation$80/mo
AI Call Scoring + Coaching$250/mo
PIC + DD Virtual Offices$249/mo
Live Training 3–5x/Week$400/mo
Phone + Email + Business Card$60/mo
Compliance Infrastructure$200/mo
Total retail value$2,436/mo
Your founding rate$299/mo
Full Platform Breakdown

Built for Telesales.
Nothing Else.

Every feature was designed specifically for licensed insurance telesales agents. Not generic small-business software. Not a repurposed CRM. Built for what you do.

01
📞

Inbound AI — AVA Answers 24/7

Your dedicated 800 numbers ring AVA around the clock. She qualifies callers, identifies product interest, handles objections, and books appointments to your calendar — while you're closing someone else.

Inbound Voice AI
02
⚡

Outbound AI — 30-Second Speed to Lead

Facebook lead arrives at 2am from North Carolina. AVA calls them in under 30 seconds. Qualifies. Books. Logs to CRM. You wake up with appointments already confirmed — zero effort required.

Outbound Voice AI
03
💬

Automated SMS + Email Sequences

No-show? A 5-touch reconnect fires automatically. Qualified but not booked? Follow-up runs for days without you. Every sequence is timezone-enforced and TCPA-compliant with a full consent audit trail.

SMS + Email Automation
04
🎯

Client Retention Engine

Birthday messages, policy anniversaries, AEP blasts, chargeback prevention, cross-sell detection — the system monitors your entire book of business and acts before policies lapse or clients drift away.

Retention Automation
05
📊

AI Call Scoring + Daily Coaching

Every call transcribed and scored across rapport, discovery, objection handling, and close technique. A daily coaching report lands with specific, actionable feedback — like a dedicated trainer on every call.

AI Coaching
06
🔒

Compliance Infrastructure

Every call recorded. Every TCPA consent logged with timestamp, IP address, and consent language version. DNC managed automatically. CMS Medicare compliance built in. Fully auditable at all times.

Compliance + Recording
07
📱

Your Complete Business Identity

Dedicated local business phone number. Professional email at [email protected]. A digital business card with your photo, contact info, and all links — everything a client needs to reach you instantly.

Phone + Email + Card
08
💼

Carrier Appointments — 21 Carriers

Corebridge, AHL, Americo, Mutual of Omaha, ManhattanLife, GTL, NCD, Ameritas, Assurity, North American, Protective, Transamerica, Physicians Mutual, Aetna, UHC, Humana, WellCare, Healthsprings, Devoted, Scan, Alignment Health — plus additional carriers on request.

Carrier Appointments
09
🎁

Company Leads at Your Cost

When available, access company-sourced leads at our agency cost — zero markup. No exclusivity promised, no volume guaranteed, but when we have them, you get them first at cost.

Lead Access
Your Remote Headquarters

Two Virtual Offices.
One Community.

You're not just getting software. You're joining a real remote work community — with a dedicated desk, face-to-face collaboration, and access to some of the best telesales agents in the country.

PIC Virtual Office

Your home base. Your team. Your desk.

  • Your own dedicated desk in the PIC office
  • Face-to-face with Jason, Debbie, and the full PIC team
  • All live training sessions held here — 60 min, 3–5x/week
  • Live events and agent meetups hosted here
  • Breakout rooms for team collaboration and deal reviews
  • A real office environment that keeps you accountable and sharp
Retail value$150/mo

DD Virtual Office

The largest telesales community in the country.

  • Full access to the Dial Domination community floor
  • Connect with top telesales agents across all product lines nationwide
  • Cross-company masterminds, knowledge sharing, accountability
  • Community events, networking sessions, and peer coaching
  • DD paid events available to PIC agents at member discount
  • The energy of a dialing floor — from wherever you work
Retail value$99/mo
Live Training Included

World-Class Training.
Included. Always.

Not a library of pre-recorded videos. Live sessions, real questions, real answers — with trainers who are actively selling the products they teach.

💀

Final Expense Mastery

NEPQ-based qualification, Corebridge, AHL, Americo product deep-dives, objection handling scripts, burial vs whole life positioning

🏥

Medicare Strategy

MAPD vs Med Supp positioning, CMS compliance, AEP strategy, carrier comparisons, Aetna, MoO, ManhattanLife product training

🦷

Ancillary Products

Hospital Indemnity, Dental/Vision/Hearing, Cancer, Critical Illness — cross-sell timing, product stacking, objection handling

📈

Sales Mastery

NEPQ, tactical empathy, tonality, strategic silence, objection handling, close sequences specifically for telesales

🤖

Platform + AI Tools

CRM mastery, AI tool optimization, lead management workflows, calendar efficiency, reporting and analytics

60min
Per Session

Every session is a full hour — no 20-minute highlight reels

3–5×
Live Sessions Per Week

Scales from 3x to 5x as our agent community grows past 20

∞
Session Recordings

Every session recorded and available on demand for all agents

🏆 Live Events Coming Soon

In-person and virtual intensive events — mastermind days, guest speakers, top producer panels, agent networking. Launches when we reach 20+ active agents. Free for all PIC members. DD paid events available at discount.

Carrier Appointments

21 Carriers.
More on Request.

We assist with appointments across every major carrier in your product lines. Don't see one you need? Ask — we'll get it added.

Corebridge (AIG)
American Home Life
Americo
Mutual of Omaha
ManhattanLife
GTL
NCD Dental
Ameritas
Assurity
North American
Protective Life
Transamerica
Physicians Mutual
Aetna
UnitedHealthcare
Humana
WellCare (Centene)
Healthsprings
Devoted Health
SCAN Health
Alignment Health

Additional carriers available on agent request. Carrier roster subject to change. Appointments not guaranteed — subject to carrier approval and licensing requirements.

Transparent Pricing

Three Tiers.
One Decision.

Lock in your rate before the founding period closes. Standard pricing applies after all 20 Founding Strategist seats are filled. All platform fees and credit pack rates subject to change with 30 days written notice.

Builder
$497/mo

Retail value: $2,436/mo

  • ✓Full AI CRM + all automations
  • ✓AVA inbound + outbound AI calls
  • ✓Automated SMS + email sequences
  • ✓TCPA compliance infrastructure
  • ✓AI call transcription + daily scoring
  • ✓PIC + DD Virtual Office access
  • ✓Local phone + dialpic.com email
  • ✓Digital business card
  • ✓3x weekly live training — 60 min
  • ✓All session recordings
  • ✓1,500 call min + 3,000 SMS/mo
  • ✓Builder commission tier
⭐ Founding Strategist
Founding Strategist
$299/mo

Rate locked forever — $497 after seats fill

🔥 18 of 20 Founding Strategist seats remaining
  • ✓Everything in Builder — PLUS:
  • ✓15% company profit pool — quarterly
  • ✓Voting rights — new founders + growth
  • ✓$299/mo rate locked forever
  • ✓2,000 call min + 4,000 SMS/mo included
  • ✓Priority lead access at agency cost
  • ✓5x weekly training as team grows
  • ✓Elite commission tier access
  • ✓Live events — first access, always free
  • ✓Seat succession + legacy rights

Only 20 seats exist. Perpetually.

Standard
$399/mo

Retail value: $2,436/mo

  • ✓Full AI CRM + all automations
  • ✓AVA inbound + outbound AI calls
  • ✓Automated SMS + email sequences
  • ✓TCPA compliance infrastructure
  • ✓AI call transcription + daily scoring
  • ✓PIC + DD Virtual Office access
  • ✓Local phone + dialpic.com email
  • ✓Digital business card
  • ✓4x weekly live training — 60 min
  • ✓All session recordings
  • ✓1,500 call min + 3,000 SMS/mo
  • ✓Standard commission tier
Credit System

Scale When
You're Ready.

Included credits reset monthly — use them or lose them. Purchased credit packs never expire and roll over indefinitely. Buy more when you're in a hot streak.

🔄

1 Universal Credit =

1 call minute  OR  10 SMS segments  OR  1 AI voice minute
Use however you want — no separate pools

📅

Included Credits Reset Monthly

Your platform-included credits reset at the start of each billing period. Unused credits do not carry over.

♾️

Purchased Packs Never Expire

Credit pack purchases roll over indefinitely. Your balance accumulates across months. Non-refundable.

TierCall MinSMS SegAI Voice
Founder $2992,0004,000500
Standard $3991,5003,000400
Builder $4971,5003,000400

Credit pack rates subject to change with 30 days written notice. Purchased packs are honored at the rate in effect at time of purchase and will never be retroactively adjusted.

Starter Pack
$49
500 credits
~$0.098 per credit
Pro Pack
$99
1,500 credits
~$0.066 per credit
Most Popular
Power Pack
$199
3,500 credits
~$0.057 per credit
Elite Pack
$399
8,000 credits
~$0.050 per credit
Best Value

All packs roll over indefinitely. Credits never expire after purchase. Buy in bulk and save — the more you dial, the cheaper your per-credit rate.

The Founding Strategist Council

Not Just an Agent.
A Partner.

The first 20 agents to join PIC don't just get the platform. They become co-owners of the growth story — with voting rights, profit sharing, and a permanent seat at the table.

💰

15% Company Profit Pool

15% of PIC's net profits set aside quarterly and divided equally among all qualifying Founding Strategists. Paid within 30 days of quarter close. You have to be producing to participate — this rewards performance, not tenure.

🗳️

Voting Rights

Founding Strategists vote on who gets the next open seat when a founder departs, and on key company growth decisions. Your voice shapes the company you're invested in.

🔒

Rate Locked Forever

$299/month. Permanent. Regardless of what the standard rate becomes — $499, $697, whatever the market supports. You locked in early. Your rate never moves for the life of your agreement.

♾️

Always 20 Seats — Perpetual Council

When a founder departs, the remaining founders vote in a replacement. The council never shrinks. Every departure creates a legacy — and an opportunity for the next great agent to step in.

Founding Seat Status

Live availability — updated in real time

Taken
Available

Seats 1–2 are permanently held by co-founders Jason Edlin and Debbie Shinpaugh. 18 seats remain available to qualifying agents. Once all 20 seats are filled, the Founding Strategist program closes permanently and all future agents contract at the then-current Standard rate.