Indrosh is the single platform that runs an agent's entire financial practice — planning, clients, training, recruiting, and team. Productive on day one. A command center for the top producer. Built to scale.
Indrosh agents plug into one of North America's largest and fastest-growing financial-services platforms.
Figures reflect the broader financial-services organization Indrosh agents are part of (2023–2025 reporting; families served = issued life policies). Indrosh Consulting Inc. is an independent organization, not an affiliate of the companies whose figures are shown.
Everything an agent needs to run and grow a financial practice — no more bouncing between a dozen tools.
Needs analysis, proposals, illustrations, and client-ready plans — basic to advanced on one data spine.
Secure, agent-owned client records, casework, documents, and activity history — private by design.
Pipeline, tasks, calendar, production, and goals — your whole book of business in a single view.
Candidate flow, contact lists, and a guided new-agent activation path from first contact to first commission.
Scripts, templates, compliance-aware materials, and a full bilingual financial-literacy hub for clients.
Coaching, promotion paths, certification tracking, and the command centers that build the next leaders.
The hardest thing to scale is leadership. Indrosh institutionalizes how leaders are developed — on infrastructure you own.
Recruit → Activate → Certify → First Commission → Develop → Promote, with progress at every phase and a daily success plan.
Team health, at-risk alerts, and call-review coaching powered by your meeting transcripts — so no one slips through.
Org funnel, bench strength, and a clear read on which leaders are actually producing new leaders.
Your clients aren't boxed into one company's products. Offer the right solution from dozens of A-rated providers across North America.
Representative carriers; availability varies by province, product, and licensing. Carrier ratings by AM Best / S&P Global.
Start where you are. Upgrade as your practice grows — your data and work carry forward at every step.
Prices shown are illustrative (CAD) and final pricing is to be confirmed. Professional and above include a complete productivity suite — see below.
No stitching together five subscriptions. Every professional member gets a complete business toolkit at their own domain, included in the plan.
Indrosh ships in waves. Here is what is live, what we are building, and where this is going — every tool designed to multiply an agent without consuming more of their time.
Roadmap items are directional and sequenced behind compliance and security review before any real client data is involved.
SMDs, CEOs, and EVCs want the same things for their teams — leaders who duplicate, agents who activate faster, and a clear view of the whole organization, without burning more hours.
Walk through the platform end to end — planning, clients, recruiting, and the leadership command centers. Bring your team.
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