Forge Start here
A note from TIG

Built around how Medicare actually gets sold.

From the team at Tyler Insurance Group.

Most independent Medicare agents are working from tools that were not built for the work. Real-time leads land in Excel sheets. Callbacks get tracked on notepads. Flagged emails substitute for task lists. Notes about clients flood the desk. Hunting for an application means searching through three different folders.

That is not a system. That is fatigue and frustration dressed up as a workflow.

Forge is what we built so our agents would not have to work that way. Tasks instead of flagged emails. A pipeline instead of a guess. Notes that live on the contact record. Documents that live with the prospect. A call log that records what was said when the call actually happened. Every piece of information one click away from the prospect it belongs to.

We are not trying to change how you run your business. We are giving you a frame so we can actually help you grow.
— Tyler Insurance Group
Exhibits A · B · C

What most agents are working with.

Twelve names. Seven crossed off. The other five depend on memory.
Version 7. The state of the book is whatever column D says.
312 flagged emails. The flag is the task list.
And then,

The best agents already know what good service looks like. The work was never the problem. The tools were. So we built the tool.

What you're looking at next.

§ The contact record

One prospect. One place.

Notes, tasks, calls, texts, documents, stage. Same shape for every prospect. No flagged email. No second spreadsheet. No yellow pad.

app.runonforge.us / contacts / detail / Mary Sample
Forge contact record for Mary Sample showing left contact details panel, middle email composer with signature loaded, and right notes panel with timeline of activity
Forge · Contact record · Three panels, one prospect
This is what you'll see when you open a real prospect.
§ Now · four actions

Start here.

Action 01
10 min
Set your signature, sync your email and calendar.
Account · Make it yours
Begin →
Action 02
2 min
Install the LeadConnector mobile app and sign in.
App Store · Play Store
Begin →
Action 03
5 min
Watch the walkthrough on opening a contact record.
Video · Every panel of the record
Begin →
Action 04
3 min
Watch the walkthrough on moving a contact through the pipeline.
Video · Inbound Lead Pipeline
Begin →
When you've done all four, you're set up.