As a top Insurance Agency, we only do business with the most reputable insurance carriers in the industry. Click here to rate & review your TruePlan Experience!
> Save Time
> Progress your business
> Save Money
SEE IT TO BELIEVE IT
Learn to Be the Agent Clients Trust
-
Carrier-specific training gives you direct insight into each carrier’s products, helping you sell with confidence and accuracy.
-
Multi-line training equips you with the knowledge to confidently navigate and sell across multiple insurance verticals, from life and health to property and beyond
-
Field and phone sales training prepares you to confidently conduct compliant, effective appointments. Whether face-to-face or over the phone.
-
Quick Train videos offer short, on-demand lessons designed to help you build skills and refresh knowledge anytime, anywhere.
Connect.
Collaborate.
Community.
-
Strong communities build strong businesses — Success takes more than hustle; it takes connection, support, and shared experience.
-
Mixer events that matter — Join regular in-person events designed to spark real relationships and meaningful conversations.
-
Always-connected community chat — Ask questions, share wins, and learn from fellow entrepreneurs anytime, anywhere.
-
You’re not building alone — Surround yourself with like-minded professionals who are on the same journey.
"Every other entrepreneur of all time shoulders the burden with you. We all took the jump. So keep your eye on the prize. Have faith in the process."
Our Technology Makes it Easy
Discover our cutting-edge tech package designed to streamline your business processes. Proprietary leads portal, quote and enroll tool, plus a fully automated CRM allows you to manage and track potential clients efficiently. Ensures that all your customer interactions are organized and nurtured, free of charge.
Proprietary Leads Portal
Access a steady stream of opportunity with our Leads Portal. Your go-to hub for high-quality, real-time leads. Designed exclusively for our agents this easy-to-use platform connects you with potential clients actively seeking insurance solutions. Prepay for leads and activate them whenever you’re ready, on your schedule, at your pace.
CRM
Our fully automated CRM is designed to simplify your workflow and strengthen client relationships. It helps you stay connected with existing clients through smart follow-ups and retention campaigns. At the same time, it nurtures new leads with personalized messaging and timely touchpoints. With automation handling the busywork, you can focus on what matters most, closing deals and building trust.
Quote & Enroll Tools
Sunfire and HealthSherpa are powerful quote-and-enroll tools that simplify the sales process for Medicare and ACA plans. With side-by-side plan comparisons, real-time quoting, and seamless enrollment, you can serve clients faster and more accurately. These platforms help you stay compliant, save time, and close more business with confidence.
Partners
-
Strong local partnerships – We maintain close relationships with local IPAs and medical groups to help you better serve your clients and stay connected to key provider networks.
​
-
​Trusted by top carriers – We have strong relationships with leading insurance carriers, giving you access to competitive products, exclusive insights, and dedicated support.
Testimonials
Our Agents Love What We Do For Their Businesses!!
These are real messages from our very own agents who live the experience every day. Hear first hand how our tools, training, and support have helped them grow and succeed.
"Since meeting Ryan, I can honestly say he’s been a breath of fresh air in a very overwhelming industry. I absolutely love working in insurance, but even with eight years of experience, I made the mistake of joining the wrong FMO and agency, and I had no idea how much that decision would hinder my success.
Working with Ryan and TruePlan has been a complete game-changer. He’s not only incredibly knowledgeable, but he truly cares. He’s always cheering you on, encouraging you, and is genuinely invested in your growth. And if he doesn’t have an answer, he won’t stop until he finds someone who does.
This industry is amazing, but it can also be intimidating, especially on the independent side. Ryan makes it feel smoother, more manageable, and most importantly, like you’re not in it alone. I’m so grateful I found TruePlan!"
Rhonda Abdalla
"July is about to be the best month financially I've ever had as an adult, and it's pretty much all profit because you guys provided me with everything i need. I'm beyond confident in this career already, but there's 100 things I could be doing better. I' gonna start improving and hopefully will be putting up big number in a few months. Thank you guys again for the opportunity."
James Conahan
"Working with Ryan Ball and the team at TruePlan has been an awesome experience. From the very beginning, they’ve had my back with great training, ongoing support, and a real commitment to helping me succeed. I never feel like I’m on my own. They’re always just a call or message away. It’s clear they genuinely care about their agents and the people we serve. I’m really grateful to be part of such a solid, trustworthy team that makes this business feel rewarding and fun."
Bill Meyer
Ownership
-
Own your book from day one – You retain full ownership of your clients and policies from the start.
​
-
Lifetime commissions – Get paid for the life of the policy, even if you move on from our team.
​
-
Commission Tracking – Get paid directly from the top of hierarchy ensure accurate commissions paid from the carrier.
Why Join THIS Team?
You're ready to get in the win column. You're seeking a dynamic and supportive environment. You want to launch or elevate your insurance career.
Let's Recap:
-
Own your book of business from day one – Your clients are truly yours, no strings attached.
-
Lifetime commissions – Get paid for the life of the policy, even if you leave the team.
-
Top-level contracts – Maximize your earnings with top-of-hierarchy payouts from carriers.
-
Transparent commission tracking – Know exactly what you're earning with direct-from-carrier reporting.
-
Access to high-quality leads – Turn leads on or off at your convenience with a flexible, prepaid system.
-
Fully automated CRM – Nurture leads and retain clients effortlessly with smart automation.
-
Top-tier training programs – From carrier-specific to multi-line and sales mastery, we’ve got you covered.
-
Quote & enroll tools – Use platforms like Sunfire and HealthSherpa to close business fast and compliantly.
-
Strong industry relationships – We’re closely partnered with top carriers, IPAs, and medical groups.
-
Supportive community – Join a team culture focused on growth, collaboration, and your long-term success.
