CheckmateFinancial Group

M–F · 9am–8pm ET · Hablamos español · Falamos português

Build your insurance business with Checkmate.

People call us ready to buy. You answer, quote 40+ A-rated carriers, and write the policy. We provide the inbound calls, daily live training, and a portal that runs your day. New to the business is fine.

1,000+Licensed agents
40+A-rated carriers
50States

What you get.

Inbound calls and leads

People call us ready to buy, and you answer and write the business. No cold calls and no purchased lists, just inbound callers and qualified web leads delivered to your pipeline.

40+ A-rated carriers

Match each client to the right product instead of fitting every client to one company’s offering.

Daily live training

Live training every day, plus mentorship from agents who have built their own books.

Full onboarding

Contracts, carrier appointments, and portal access are handled for you, so you can start selling in your first week.

How your day runs.

Our AI reads each inbound request, matches it to the right carrier, and routes the call or lead to you. You answer, quote, and write the policy.

Carriers you can write with.

40+ A-rated carriers, so every client gets the right fit.

The tools you work in.

AI CRM

Intelligent contact management that keeps every lead organized and nudges you on follow-ups.

AI dialer

Smart dialing with call coaching, so more conversations turn into written business.

Agent portal

Your business hub. CRM, leads, training, and payouts in one place.

Inbound pipeline

People call in ready to talk. Calls and qualified leads, delivered to you. The hardest part of the business, handled.

From application to first commission.

1

Apply

A two-minute form. Tell us where you are and what you’re looking for.

2

Meet the team

A quick call to align on your goals, the right fit, and next steps.

3

Get onboarded

Contracts, carrier appointments, and portal access. All handled for you.

4

First commission

Inbound calls in your queue and a coach to work with from day one.

How Checkmate compares.

What agents typically pay for or work around at other agencies, and what is included here.

LeadsPurchased leads or cold callingInbound calls and qualified leads
CRM + dialerMonthly software feesIncluded, AI-powered
Carrier contractingPaperwork that can take weeksHandled in your first week
TrainingPaid coursesLive every day, included
BackupLittle or no supportMentors who built books here
98.1%6-month persistencyPolicies in force at six months
92.4%12-month persistencyPolicies in force at one year
A full team behind every agent, not just a contract.

Inbound calls, top carriers, AI-powered tools, and mentorship from people who have built their own books. You sell; we handle the rest.

Apply to join Checkmate.

Fill out the form and a member of our team will contact you within one business day. Licensed or not yet, we’ll point you in the right direction.

Questions first? Call (833) 997-6934.

Checkmate Financial Group LLC BBB Business Review
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