Draw Your System, Then Hand It to Your Team
Whiteboards is the visual workspace built for insurance agents. Open a ready-made playbook with every message already written, change a few words, and give every new agent the exact process you run, one step at a time.
Your System Shouldn't Live Only in Your Head
Every top producer has a process. Most of them have never written it down, so every new agent asks the same questions and learns it the hard way.
Explaining It Again and Again
- New agents ask "what do I do next?" every day
- You explain the same follow-up for the 40th time
- Everyone texts their warm market differently
- Nobody knows how long to wait between touches
- Good ideas from a meeting are gone by Monday
One Clear System Everyone Can Follow
- Every step is laid out in order, with the yes and no paths
- The exact texts, emails and scripts sit beside each step
- Wait times are built in, so nobody guesses
- Open one section full screen and work through it
- Export it and hand it to the next new agent
Draw the process once, and every agent you bring on starts from the same playbook.
Whole Processes, Written Out for You
These are real playbooks from the tool. Each one is a set of sections, and every section opens full screen with the steps, the decisions and the exact words to use.
Ten Playbooks Ready the Day You Log In
Open one, change a word and it becomes your own copy. The original stays as it is, so you can always start fresh.
Warm Market 14-Day Warm-Up
Tell the people who know you about your new career without it ever feeling like a pitch
Local Business Owner · 45-Day Approach
HVAC, plumbing, electrical and other trades: permission, value, then the ask
Realtor Recruiting Outreach
Call, email and mail sequences with wait times, built for recruiting realtors
CPA & Bookkeeper Networking
Turn the people who already advise business owners into a steady referral source
Recruiting a Licensed Agent
Nine touches over 30 days, every one different, with every message written
Onboarding an Unlicensed Agent
The first 72 hours, the study plan, contracting and the first policy
Onboarding a Licensed Agent
Get a licensed recruit contracted, set up and producing fast
Client sales process
From first call to policy delivered, with every step in order
Everyday flows
The short daily processes that keep an agent moving
Agency Growth Operating System
The whole agency on one board: recruiting, onboarding, sales and rhythm
Boxes and Arrows on One Screen
Short processes and mind maps you can understand at a glance. Change the words and they're yours. Click any board to see it full size.
Every Tool You Need, Nothing You Don't
Boards open in view mode so you can look around first. Press Edit board and the tools slide in: shapes, sticky notes, connectors that stay attached, frames, mind maps and more.
A Board Is Only Useful When Your Team Uses It
Export PDF or PNG
Export the whole board, just what you've highlighted, or pick the sections you want and get one clean page each.
Share a Copy
Create a link to a copy of your board. Your teammate gets their own version to use, and yours stays exactly as it is.
Use This Template
Every example is a real board. Change one word and it becomes your own copy, so the example is always there to start over.
Agent Success Plan Boards
When an agent builds an Agent Success Plan, the plan board is added to their Whiteboards automatically, ready to look at and edit.
Saved to Your Account
Every board saves as you go and lives in your PropHog account, sorted by most recent or A to Z, with search.
Works on Any Screen
Review a playbook on your phone before a call, then build on a big screen. The layout fits whatever you're using.
From a Blank Page to a Team System in Minutes
Pick a Starting Point
A playbook with the words already written, a quick board or a blank canvas.
Make It Yours
Press Edit board and change the names, the numbers and the messages.
Work It Section by Section
Open any section full screen and step through it, start to finish.
Hand It Off
Export it as a PDF or share a copy so every agent runs the same play.
Built for the Way Insurance Teams Work
New Agents
Know exactly what to send, when to send it and what to do when someone says no.
- Warm market without the awkward pitch
- Every follow-up written for you
- Your week laid out day by day
Recruiters
Run the same nine-touch recruiting sequence every time, with the career conversation mapped out.
- Licensed agent outreach
- Realtor recruiting
- A clean stop and a 90-day list
Agency Owners
Turn how you run your agency into boards your whole team can follow and you never have to re-explain.
- Onboarding for licensed and unlicensed
- The agency operating system
- Weekly agency rhythm
Whiteboards FAQ
Do I have to build boards from scratch?
No. Whiteboards comes with 23 ready-made boards, including 10 full playbooks with every message and wait time already written. Open one, change a few words and it's yours.
What happens to the example when I change it?
Nothing. The moment you change a word, you get your own copy. The example stays exactly as it was, so you can always start fresh.
Can I share a board with my team?
Yes. Share a copy with a link, or export the board as a PDF or PNG. You can export the whole board, just what you've highlighted, or pick the sections you want.
Is it hard to use?
Boards open in view mode, so you can look around without moving anything. When you're ready, press Edit board. Everything you change can be undone.
Does it work on my phone?
Yes. You can open and review any board on your phone, and build and edit on a laptop or desktop.
How does it connect to the Agent Success Plan?
When an agent builds an Agent Success Plan, the plan board is added to their Whiteboards automatically, so the plan and the daily work live in one place.
How do I get access?
Buy now to get started today, or book a demo and we'll walk you through the playbooks. Questions? Call (937) 795-6678.
Stop Re-Explaining and Start Handing Off
Open a playbook today and give your next new agent the exact system you run.