Private Executive Briefing
Proprietary Recruiting & Policyholder Systems for Lincoln Heritage
This private briefing provides a comprehensive overview of proprietary systems designed to support agent recruiting, agent leverage, and policyholder engagement specifically for Lincoln Heritage. These are not generic solutions adapted from other markets—they are purpose-built infrastructure designed to address the unique challenges and opportunities within your organization.
The tools demonstrated below are working prototypes and live previews of what becomes possible when recruiting and retention are treated as infrastructure, not add-ons. Each system has been developed with a deep understanding of the insurance agency model and the specific workflows that drive success in your field.
This page is intended for leadership review and strategic evaluation.
The Opportunity
Most agencies rely on a fragmented mix of third-party tools, generic marketing systems, and manual processes to support recruiting and policyholder engagement. While these approaches are functional, they are rarely differentiated and often deliver inconsistent results across different agents and markets.
The opportunity explored here is fundamentally different: to build and own Lincoln Heritage-specific systems that create durable competitive advantage through superior execution.
Recruiting Quality
Attract and qualify agents who align with your culture and standards
Agent Leverage
Reduce friction and administrative burden across all workflows
Policyholder Engagement
Increase clarity, confidence, and long-term retention
Competitive Advantage
Own proprietary assets that cannot be easily replicated
Agent Recruiting & Qualification System
Prototype
This prototype demonstrates a recruiting and qualification experience designed to help prospective agents self-assess fit and seriousness before licensed agents invest significant time in the relationship. The system is not intended to replace the human element of recruiting conversations, but rather to dramatically improve their quality by ensuring every conversation begins with a properly qualified candidate.
Agent-Branded Entry Experience
Each recruiting agent receives a personalized landing page that maintains their brand identity while presenting Lincoln Heritage's professional standards and expectations
Guided Qualification Flow
Prospective agents move through a carefully designed sequence focused on expectations, aptitude, commitment level, and cultural fit
Clear Outcome Pathways
The system provides transparent next steps that encourage appropriate action while respectfully filtering candidates who aren't ready
Time Efficiency
Designed specifically to reduce time spent on low-quality recruiting conversations, allowing agents to focus energy where it matters most
This system is currently in prototype status and is being refined based on real-world feedback prior to any formal deployment decision.
Click on the app to fully engage:
Policy Companion
Policyholder Experience System
Prototype
This prototype demonstrates a policyholder-facing companion designed to help clients better understand and stay engaged with their policy—without sales pressure or unnecessary complexity. The experience is intentionally calm, accessible, and suitable for non-technical users, many of whom may be seniors unfamiliar with complex digital interfaces.
The system addresses a critical gap: most policyholders have limited understanding of their coverage details, which creates anxiety and reduces long-term engagement. Policy Companion transforms the policy document into an accessible, visual experience.
Visual Policy Dashboard
Upload a policy declaration page via photo or PDF, and the system automatically generates a visual dashboard with expandable widgets showing coverage, beneficiaries, premium details, and policy purpose in plain language
Premium Reminders
Optional, non-intrusive premium reminders that are fully user-controlled, helping policyholders stay current without feeling pressured or overwhelmed
Daily Companion Experience
A calendar-based daily content feature with gentle, supportive messaging that encourages regular return and reinforces the value of their coverage decision
Subtle Branding
Professional Lincoln Heritage branding throughout, positioned as "An exclusive resource provided by Lincoln Heritage" to reinforce agency value
This system is designed to support retention through clarity, reassurance, and consistent engagement rather than through sales tactics or promotional messaging.
Click on the app to fully engage - use code PC-1305 and the declaration page (fake data) below:
Why This Matters to Lincoln Heritage
Individually, these systems improve specific touchpoints in the agent and policyholder journey. Together, they create organizational leverage that compounds over time. This is the difference between incremental improvement and structural competitive advantage.
Strategic Advantages
  • Improve recruiting efficiency without increasing agent workload or time investment
  • Provide policyholders with clearer understanding of the value they already have, reducing anxiety and buyer's remorse
  • Strengthen long-term trust and engagement through consistent, professional touchpoints
  • Reduce reliance on generic third-party tools that serve your competitors equally
  • Own proprietary assets that competitors cannot easily purchase or replicate
Design Philosophy
These systems are designed to support agents and clients—not to add noise, complexity, or administrative burden. Every feature exists to reduce friction, increase clarity, or improve outcomes. Nothing is included for its own sake.
This disciplined approach ensures adoption and long-term value rather than creating impressive-looking tools that agents and policyholders ultimately ignore.
Role Definition & Positioning
The scope of this engagement most closely aligns with a fractional Head of Growth & Product role. This is a strategic, systems-focused position rather than a tactical marketing or sales function. The distinction matters because the responsibility structure and deliverables are fundamentally different.
System Design & Development
Designing and building systems that support recruiting quality and agent efficiency
Policyholder Experiences
Creating productized experiences that improve engagement and retention
Workflow Optimization
Identifying friction points in agent workflows and reducing them through better tooling
Continuous Evolution
Owning the evolution of these systems over time based on real feedback
This is not a marketing or sales role. It is a systems-focused, embedded role responsible for building infrastructure that improves leverage across Lincoln Heritage.
The role is fractional in time commitment, but strategic in responsibility and impact. This structure allows Lincoln Heritage to access senior-level product and systems expertise without the overhead of a full-time executive hire.
Proposed Engagement Model
Exclusive Embedded Partnership
Rather than offering these tools individually or on a per-agent subscription basis, the proposed model is an exclusive, embedded fractional Head of Growth & Product engagement. This structural choice is intentional and creates significantly more value than a vendor relationship.
Under this structure, I would operate as a member of the Lincoln Heritage team, focused on building, maintaining, and evolving proprietary systems that support the agency as a whole. This is not a client-vendor dynamic—it's a team member relationship with shared objectives and aligned incentives.
This engagement provides Lincoln Heritage with exclusive access to custom tool development and ongoing innovation—creating a competitive advantage that extends well beyond any single product or feature.
Scope of Work & Team Integration
Under this engagement, responsibilities would include both technical execution and strategic integration with Lincoln Heritage operations. The goal is to ensure tools are informed by real agent workflows and real operational needs rather than theoretical best practices.
Core Responsibilities
  • Maintaining, refining, and deploying the recruiting and policyholder systems demonstrated in this briefing
  • Building agent-specific builder pages as needed to support individual recruiting efforts
  • Providing ongoing technical and product support for deployed systems
  • Iterating based on agent and leadership feedback gathered through regular communication
  • Developing additional tools aligned with recruiting, retention, and agent leverage as opportunities emerge
Team Participation
  • Regular team meetings to stay aligned on priorities and challenges
  • Agent training sessions to ensure proper adoption and effective use
  • Conferences and events to understand industry context and competitive landscape
Important Clarification
The role is focused on systems and infrastructure. While these tools are designed to improve the likelihood of better outcomes, effectiveness ultimately depends on adoption and use by agents.
The engagement is not structured around guaranteed production metrics. This is systems work, not sales work.
Engagement Structure
$1,500
Weekly Investment
Consistent, predictable engagement structure
$6,000
Monthly Total
Covers all development, support, and participation
What's Included
Tool Development & Deployment
Building and launching new systems and features
Ongoing Maintenance & Iteration
Keeping systems running smoothly and improving based on feedback
New System Development
Creating additional tools as needs emerge
Team Participation
Meetings, trainings, conferences, and events
Exclusive Availability
Lincoln Heritage has exclusive access to this capacity
Infrastructure & Tooling
Because this role involves ongoing use of AI platforms, development tools, and supporting infrastructure, a small monthly tooling budget would cover platform costs associated with development and experimentation.
This ensures access to the latest capabilities without requiring Lincoln Heritage to manage technical subscriptions or vendor relationships directly.

Critical Note: This engagement is not contingent on production outcomes. Compensation is based on systems work delivered, not policy sales generated. This structure aligns incentives around building valuable infrastructure rather than short-term metrics.
What This Enables Over Time
Once foundational systems are in place and functioning smoothly, this approach enables future opportunities that would be difficult or impossible to pursue through traditional vendor relationships. These represent possibilities, not commitments, and would be shaped collaboratively based on agency priorities and resource availability.
1
Standardized Agent Pages
Lincoln Heritage-approved agent builder pages with consistent branding and messaging that agents can deploy immediately
2
Universal Policy Companion
Policy Companion access automatically provided for every issued policy, creating a standard of service that differentiates Lincoln Heritage
3
Internal Tools
Additional systems based on agent workflows, administrative needs, and operational bottlenecks identified through ongoing collaboration
4
Advanced Features
Expanded policyholder engagement features, agent analytics, and data-driven optimization based on real usage patterns
5
Continuous Innovation
Ongoing experimentation and refinement as new technologies and opportunities emerge in the market
The embedded nature of this engagement means that system development can respond quickly to emerging needs rather than requiring lengthy contract negotiations or vendor procurement processes for each new initiative.
Closing
This briefing demonstrates what is already possible today—working prototypes that showcase a fundamentally different approach to recruiting and policyholder engagement infrastructure. The systems shown here are not concepts or proposals; they are functional tools ready for refinement and deployment.
The engagement structure outlined provides Lincoln Heritage with exclusive access to ongoing systems development, creating proprietary competitive advantages that compound over time rather than delivering one-time projects that quickly become outdated.
Next Steps
I'm happy to walk through the prototypes live, demonstrate specific features in detail, answer technical or strategic questions, and discuss how this engagement could be structured to best support the agency's specific priorities and objectives.
The conversation should focus on whether this approach aligns with Lincoln Heritage's strategic vision and whether the embedded team member model makes sense for your organizational structure.
Key Questions to Consider
  • Does Lincoln Heritage want to own proprietary recruiting and policyholder systems?
  • Is there value in having dedicated systems expertise embedded in the team?
  • Do these prototypes demonstrate sufficient quality and strategic alignment?
  • Does the engagement structure create the right incentives and expectations?
Thank you for your time and consideration. I look forward to the conversation.