Echo manages your pipeline, follows up for you, and tracks your income. All from Slack.
14-day free trial. No credit card required.
Sound familiar?
You met someone great at a networking event. Three weeks later, you realize you never followed up. That policy could have been $1,200 in AP.
You're tracking contacts in Notes, income in a spreadsheet, and recruit progress in your head. Nothing talks to each other.
Every hour you spend updating spreadsheets and checking licensing status is an hour you're not on the phone closing.
How it works
Tell us your name, company, and monthly target. We create your pipeline, connect your Sheet, and configure Echo.
Just text like you would a friend. "Met a prospect at the gym." "Update John to FNA completed." Echo handles the rest.
Morning briefings at 8 AM. Follow-up reminders at 4 PM. Income tracking. Recruit licensing status. All automatic.
See it live
Not a dashboard. Not a form. A conversation.
Everything you need
No forms, no menus. Just tell Echo what happened in plain English.
Every day at 8 AM, Echo tells you who to call, where your income stands, and which recruits need attention.
Contacts flow from New to Policy Issued. Echo moves them for you when you report progress.
Real-time tracking of commissions, overrides, and bonuses against your monthly goal.
Track every recruit through IBA, pre-licensing, exam, and appointment. Stall alerts if someone goes quiet.
RVPs see their entire team's activity, income, and licensing progress in one morning briefing.
Echo checks at 4 PM for overdue follow-ups and nudges you before the day ends.
Everything lives in your own Google Sheet. You always own your data. Export or leave anytime.
Simple pricing
Early feedback
"I used to spend Sunday nights updating my spreadsheet. Now I just text Echo during the week and everything's already done."
"The morning briefing is worth the subscription alone. I know exactly who to call before I even finish my coffee."
"I forgot about a lead for two weeks straight. That doesn't happen anymore — Echo won't let it."
Built by a rep, for reps
RepOS was built by a Primerica rep who got tired of losing deals to bad follow-up and messy spreadsheets. So he built an AI assistant that does the admin work for him — and then turned it into a product.
This isn't a Silicon Valley startup guessing what reps need. It's a tool built by someone who uses it every single day.