Refuge Memorial
Agent PlatformThe operations platform for Refuge Memorial's life-insurance agents. Agents complete training and onboarding, book appointments with their manager using Google Calendar OAuth, and run marketing campaigns — while managers track performance across the whole team in one place.
Training & onboarding
New agents work through licensing and training milestones with clear next steps until they're ready to sell.
Appointment scheduling
Managers connect their Google Calendar so agents can book onboarding appointments in open time slots. We only read free/busy availability and create the booked event — nothing else.
Marketing campaigns
Agents fund ad campaigns securely through Stripe and track campaign status, duration, and spend.
Performance & compliance
Managers see production, persistency, and training progress across every agent on the team.