For licensed agents · Free
Agent Tools
The texting tools we use after every sale and every booked call. Sign up with your own name and NPN, and they’re yours on any phone or computer.
✓ Installed. Open “Agent Toolkit” from your home screen or apps.
The tools
Three tools, one tap each
Each one opens Messages from your own phone with the text filled in. You review it and hit send.
Post-Close Summary
Policy #, carrier, coverage, monthly, start date, beneficiary and a client Code Word, with your point-of-contact block and a “hang up if they can’t confirm the code word” warning.
Open →Appointment Confirm
Builds a text with a link to a clean confirmation page showing you, the time in their zone, and buttons to confirm, reschedule or add it to their calendar.
Open →Send My License
Paste the client’s number, it detects their state from the area code, checks it against your licensed states, and texts your NPN and where to verify your license.
Open →Install the app
Put Agent Toolkit on your home screen
It installs straight from this page, opens full-screen like an app, and works offline once opened.
📱 iPhone / iPad
- Open this page in Safari
- Tap the Share button
- Tap Add to Home Screen, then Add
🤖 Android
- Open this page in Chrome
- Tap the ⋮ menu
- Tap Install app (or Add to Home screen)
🪟 Windows
- Open this page in Edge or Chrome
- Click the install icon at the right end of the address bar
- Click Install. It lands in your Start menu
💻 Mac
- Chrome / Edge: click the install icon in the address bar, then Install
- Safari: File → Add to Dock
Download the tools
A .zip with offline copies of all three tools. Unzip it and open index.html in any browser. Handy for a work laptop or to keep a copy.
Want to join The Atlas Agency?
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