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Northstep

Know who to call today.

Northstep is a daily coach for life insurance agents. It keeps your calls, follow-ups and next level in one calm app on your phone, and helps you build the habits that get you there.

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Early access. Works for agents with a company ladder and for independent agents.

The Today screen: your next level, today's targets, people worth a call and today's lesson.

Start every day with a plan

Open Northstep and your day is already laid out: the people to call, your targets for conversations, appointments and new names, and one short lesson.

  1. See who to call. Follow-ups due today come first, so nobody slips through.
  2. Make the call. One tap dials from your own phone.
  3. Say what happened. Speak a quick note. "Call back next week" sets the next step for you.
  4. Watch your day fill in. Your targets update as you go, and streaks keep you going.

See exactly what's left for your next level

Northstep turns your company's advancement rules into a clear checklist: what's done, what's left, and what each requirement means in plain words. It shows where the rules came from and when they took effect.

Want a different goal? The planner works backward from what you want to earn to the conversations it takes each day.

The promotion tracker showing each requirement for the next level with progress bars.

Remember people the way good agents do

Bring in your phone contacts in a minute. Then Northstep keeps every follow-up on the right day and spots the moments worth a call: a new baby, a new job, a move, a birthday next week, or someone you haven't talked to in a while.

Track recruits too, from first conversation to licensed and their first sale.

Opportunities: people worth a call, each with the reason from your own notes.

Learn, practice and share with care

Short lessons you can read or listen to. Practice tough conversations, like "I'm not interested", with an AI partner and get friendly feedback.

Before you post, paste your words into the checker. It flags promises, income claims and other common problems, explains why, and reminds you when a piece needs your company's approval. Then track every approval and when it ends.

The wording checker highlighting a promise, an income claim and a superlative in a draft post.

Built for leaders, fair to agents

Invite your agents with a link. See each person's progress and activity, and who to check in with this week. Add your team's own standards to each level, share approved scripts, run friendly activity challenges and track who comes to trainings.

Leaders see progress only. An agent's prospects, notes and plans stay theirs.

A leader's team page with an invite link and team tools.

Your people are yours

  • Your prospects, notes and income goal are private to you. Your leader never sees them.
  • Northstep never stores Social Security numbers, health details, policy details, or bank or card numbers.
  • Northstep never messages anyone for you. You call and text from your own phone.
  • If you leave a team, everything you entered stays with you.

Read how we handle your information

Take your next step

Set up takes about two minutes: pick your ladder, enter where you are, choose your daily targets.

Create your free account