Build your agency with no limitations
Magnolia Healthcare believes there are no bad agents, just bad systems. We work with agents and agencies who want access to training, technology, and marketing to reach their production goals.
Four things your upline should be giving you.
We know. We know.
You've heard every word of this before.
Same four promises, different logo. Except this time they show up after you sign, and you can leave if they don't.
Say their upline over-promised
During recruiting. Then under-delivered after contracting.
What we do instead
Contract, release terms and MagnoliaOS login in front of you before you sign. Then we earn it monthly.
This time, you get them.
Not promised. Provided. In writing.
This is the page. Every agent sees it before contracting.
Leads
Exclusive leads and live calls, bought on demand inside MagnoliaOS. No minimums.
Technology
MagnoliaOS, our own CRM built for insurance agents. $0 a month, day one.
Training
Magnolia Academy plus live sessions with producers who still write business.
Builder Contracts
Levels worth recruiting on, with release terms shown before you sign.
This is who we built it for.
We work with all kinds of agents.
Producers, builders, brand-new — whichever you are, you'll see yourself below.
Producers
You write business and want to keep writing it. No recruiting quota, no upline tax, no system you have to babysit.
You get top contracts, leads on demand, and a CRM that stays out of your way.
Builders
You're building a team and you want to keep it. You need levels worth recruiting on and tools your downline will actually use.
You get builder contracts with release terms, a team view in MagnoliaOS, and Academy for everyone under you.
New agents
You're licensed, or about to be, and nobody has shown you the real way to start. You need a path, not a pitch.
You get Academy from day one, leads with no minimums, and producers who pick up the phone.
Whichever one you are, the contract sheet above is the same.
A partnership starts with a conversation.
What you'd be contracted at, which leads you'd get, how the tech is set up for you — none of that is on this page. It's worked out on a 15-minute call with a producer.
Here's what you'll sell.
Medicare, health and life. All three contracted, all three with leads, all three in one app.
Life
Exclusive leads, filterable by age and state. The cross-sell for every Medicare client.
Medicare
Live-transfer calls and exclusive leads. AEP and year-round.
Health
Open-enrollment ready. Under-65 households that also need life.
Welcome to the right team.
Swipe → The three screens you'll work in from day one.
Your whole business, one login
This is your dashboard the day you're contracted. Carrier appointments, your pipeline, calendar, downline and commissions all live here — and it's ours, so it's free. No $150/mo CRM seat.
Leads when you want them
Open the Leads tab, pick a product and state, and buy exclusive leads or live-transfer calls on demand. They land straight in this pipeline with the call recorded — no shared lists, no waiting on an upline.
Coaches who still write business
Courses for every product, a first-90-days track, live coaching, and a weekly producer call. Taught by agents who are still writing, inside the same login.
Seven steps to selling.
From first call to first app, in order.
Book a call
Speak with our team directly. Contract levels, leads and tech, all discussed live.
Complete intake
Fill out the form to start contracting: licenses, lines, carriers you want.
Get contracted
We submit you to every carrier you requested and track each one.
Get your tech
Full access to MagnoliaOS and the contracting portal.
Attend training
Academy courses, live coaching, the weekly producer call.
Join the marketplace
Opt into lead queues and live calls when you want volume.
Start selling
Open your pipeline and write business.
Seven steps. The first one is a call.
Everything above starts with 15 minutes on the phone with a producer. Contract level, leads, tech — worked out there, not by email.
Straight answers.
The questions every agent asks before they move. If yours isn’t here, bring it to the call — nothing is off the table.
Is Magnolia a captive agency?
No. You're an independent agent. You choose what to sell and which carriers to work with, and nothing requires you to sell Magnolia-owned products.
What happens if I want to leave? Is there release?
Contracts are released and you own your book. The details are explained in your upline call and in your agreement before you sign.
What does it cost to join?
There is no fee to apply or to contract with Magnolia. MagnoliaOS is free. You pay only for leads or calls you choose to buy, and carrier appointment fees where a carrier charges them.
How much do leads and calls cost?
Prices depend on product, state and whether it's a lead or a live call. You see the price before you buy, there are no minimums or contracts, and you can stop anytime.
Can I bring my existing contracts?
Often, yes. Tell us who you're contracted with on the intake, and we'll work out whether to transfer them or add new carriers beside them.
When do I get paid commissions?
Carriers pay commissions on their own schedules, and Magnolia passes them through. MagnoliaOS shows your earnings by carrier so you can see what's coming.
Does training cost extra?
No. Magnolia Academy, live coaching, weekly calls and carrier training are included for contracted agents.
Can I join as an agency or bring my team?
Yes. Agency owners can bring their team and manage the hierarchy in MagnoliaOS, with each downline agent's contracting and production in view.
Which states and lines can I sell?
You can sell life, health and Medicare wherever you're licensed and appointed. Carrier availability varies by state.
Ready when you are.
Fifteen minutes with a producer. Contract level, leads and tech — settled on the call.