You sell all day.FIVE works all night.
Join the independent brokerage where every agent gets an AI employee that orders records, chases requirements, tracks licenses, and reconciles commissions around the clock. Published comp. You own every client.
- Published comp
- 100–110 pt
- Carrier contracts
- 50+
- Closed production, 2025–26
- $50M+
50+ carrier contracts · one appointment workflow
- John Hancock
- Lincoln Financial
- Pacific Life
- Prudential
- Nationwide
- Guardian
- Mutual of Omaha
- Principal
- Securian
- Protective
- Symetra
- Corebridge
- Transamerica
- Allianz
- North American
- Equitable
The night shift
A case manager that never clocks out, and never goes rogue.
This is a live FIVE run on a real case shape. Answer its question, then try Approve, Revise, or Deny on the carrier submission.
11 PM – 6 AM
It works the file while you sleep.
Open requirements, unmatched documents, missing illustrations, commission exceptions, and appointment gaps are filed into Inbox.
Before anything irreversible
It stops and asks you.
Submitting an app, sending a client email, moving money: FIVE queues it for Approve, Revise, or Deny. Deny it and every step it authorized is skipped.
6:58 AM
The brief is in Inbox.
What stalled, what is unmatched, and what would block submit. You start the day on the file, not a text thread.
Interactive demo · sample case
Meet your FIVE Agent
Ask it anything. Task it with anything.
FIVE is a Fully Integrated Virtual Employee. It isn't a chatbot bolted onto a CRM; it runs on the same governed tools your case managers use, scoped to your book and your permissions.
Inbox brief: 4 follow-ups. Williams is still in underwriting. 1 signature needed (Okafor).
The brief is waiting in Inbox.
Stalled requirements, unmatched documents, offers, and comp exceptions. Open Inbox and start there.
Build · Grow · Scale
One platform from your first appointment to your fiftieth producer.
Most brokerages hand you a contract and a phone number. 5B hands you an operating system that grows with the practice.
Compensation, published
Comp you can read before the sales call.
Most tech brokerages ask for your contact info before they'll talk numbers. Here are ours. Pick the model that matches how you work, and switch as you grow.
- $0M+
- Closed production, 2025–26
- 0+
- Carrier contracts
- 0+
- Years placing complex cases
- 0/7
- Your FIVE Agent is on shift
Tuesday · 2:00–3:30 PM
FIVE on shiftYou: kitchen table with the Hendersons
Phone face-down. Ninety minutes, fully present.
Meanwhile, FIVE
2:06 PM
APS received for Williams, T. Matched and sent to underwriting.
2:18 PM
Signed HIPAA form from Okafor filed. Requirement cleared.
2:31 PM
Paramed exam confirmed for Patel, Tuesday 8:00 AM at home.
2:47 PM
Labs back for Chen. Last open requirement cleared.
3:12 PM
Commission posted: $18,750 from John Hancock (Johnson, M.).
3:24 PM
Recap drafted for the drive home. One item waiting for your OK.
While you were with the Hendersons
FIVE cleared 3 requirements, confirmed an exam, and posted $18,750 in commission.
Why we built 5B
The best hour of your week is across a kitchen table. Everything else should run itself.
For twenty years we've placed complex cases for producers and fiduciaries. We watched great advisors lose their evenings to portals, spreadsheets, and status calls, and we watched AI companies build software for home offices instead of for them.
So we built the back office we wished our producers had: a brokerage with a FIVE Agent for every agent, comp you can read up front, and the humans behind it when a case gets hard.
- Placing complex cases
- 20+ years
- Contracted and ready
- 50+ carriers
- You own every client
- Your book
Placing complex cases
Contracted and ready
You own every client
Governed AI
AI with a chain of custody.
Your clients' medical records, your E&O, your name on the app. FIVE is built so you always know what it did, why, and who approved it.
Human approval gates
Submissions, client outreach, and other irreversible actions wait for Approve, Revise, or Deny.
Complete audit trail
Every AI run, tool call, and human decision is written to a ledger you can review.
Role-based access
FIVE only sees what you're allowed to see. Producers, admins, and back office each get their own scope.
Built for PHI
Medical records and HIPAA authorizations handled with encryption in transit and at rest.
MFA for privileged users
Admin and back-office accounts are protected with enforced multi-factor authentication.
Tenant isolation
Your agency's data is isolated at the database layer, not just hidden in the UI.
FAQ
Straight answers for producers.
FIVE stands for Fully Integrated Virtual Employee. It's an AI teammate assigned to you that knows your cases, carriers, licenses, and commissions. You can ask it about the file you have open. Overnight it files stalled requirements, unmatched documents, and appointment gaps into Inbox. Anything irreversible, like submitting an application, waits for your approval.
No. FIVE reads, drafts, chases, and prepares on its own, but sensitive actions route to you (or your admin) for Approve, Revise, or Deny before they leave the building. Every step is written to an audit trail you can review.
Join 5 Brokerage
Your night shift starts tonight.
Apply in five minutes. We'll review your practice, show you the full comp grid, and have your FIVE Agent working your first case within days.
