Agent portal access only.
Enter your access code to continue.
A Chronicle subscription pairs sealed voice legacy recordings with 529 investment contributions — all through one personalized link you give every client. Quarterly branded emails go to every family member automatically. Your name on something they'll never forget. New leads from people who never knew your name.
The relationship you're already building
The best agents in this business aren't remembered for their rates. They're remembered for what they gave their clients that nobody else thought to give.
"Your client sat across from you and made one of the most important decisions of their life. They thought about their kids. About what happens if they're not there. About the people they love most in the world. And then they signed a paper and went home."
Nobody captured that moment. Nobody asked them to say it out loud. Nobody gave them a way to leave something behind for the people they were thinking about when they signed. Until now.
A Chronicle isn't a policy benefit. It's a gift. When your client receives it they don't think "my agent gave me a feature." They think "my agent gave me something I'll treasure forever." That's a different relationship entirely. Nobody shops around on price for someone who gave them grandma's voice.
When your client shares their Chronicle link with grandparents, aunts, uncles, and family friends — every one of them records a message and sees your agency branding. You're not just serving your client. You're giving their entire family something meaningful. That's a relationship that spans generations.
Four times a year your branded email lands in every family member's inbox — not a sales email, not a renewal notice, but a warm reminder about Emma's birthday and a link to leave her something. That's how you stay top of mind without ever feeling like you're selling. That's how referrals happen.
At the kitchen table
You don't need a script. You just say: "I want to give you something. This is a Chronicle — a place to record your voice for your family. Your kids will hear it when it matters most. And if you want, family can contribute to Emma's 529 alongside their message. It takes ten minutes. It lasts forever."
Every agent who has given a client a Chronicle link reports the same reaction — the room goes quiet for a moment.
Within 48 hours the family has already started sharing the link. Grandma recorded. Uncle Mike recorded. Your name is on all of it.
Two weeks later Uncle Mike calls. He wants to talk about his own family's policy. You never prospected him. The Chronicle did.
The retention math
Run the numbers on your own book. A modest improvement in lapse rate compounds faster than you think.
Illustrative estimates only. Actual retention improvements vary. Not a guarantee of results.
You know your book. You know which clients are multigenerational families who'd treasure a Chronicle. The 529 contribution link is yours to activate — only for licensed agents. You stay in control.
After a policy closes, you send one link. Your client gets a warm guided interview, records their Chronicle, and the family starts adding their voices. You don't manage it — you just get the credit for giving them something extraordinary.
If a client's account ever goes inactive, recordings are never deleted. Ever. The Chronicle enters grace mode — everything preserved permanently. You never have to explain to a family that grandma's voice is gone.
The Chronicle belongs to the insured from the moment it's created. Not to you. Not to the carrier. Even if they switch agents, even if the policy lapses — the Chronicle stays. That's a promise you can make at the kitchen table and mean it.
Why agents choose this
Life insurance is bought in an emotional moment — mortality is real, the family is present, the stakes couldn't be higher. Tomorrow From Today captures that moment and turns it into something the client carries forever.
When your client's grandmother records a message for their newborn — sealed until that child turns 18 — it's stored inside their Chronicle. Try canceling a policy with grandma's voice in it. You can't. That's not a feature. That's an emotional lock.
When you give a client a Chronicle link and they share it with grandparents, aunts, uncles, and family friends — each one of those people experiences your product. They see your name attached to something meaningful. That's warm referrals you never had to ask for.
When your client buys a policy, they're sitting with their own mortality — thinking about time, about their family, about who they are right now. Nobody in the industry captures that moment. The guided interview asks them to describe their life today: their kids' ages, what a normal Tuesday looks like, what they hope for. That becomes a sealed recording. A time capsule of who they were when they decided to protect the people they love.
Your agent dashboard shows every client, every Chronicle, every policy linked. See who's recorded, who hasn't, and send a one-click reminder. Know which families have expanded their Chronicle with the Family add-on. Stay connected to every client without picking up the phone.
The retention math
Run the numbers on your own book. A modest improvement in lapse rate compounds faster than you think.
Illustrative estimates only. Actual retention improvements vary by book, carrier, and market. Not a guarantee of results.
You know your book. You know which clients are multigenerational families who'd treasure a Chronicle — and which are transactional. The Family Expansion add-on ($99 one-time) is yours to gift or theirs to buy. You stay in control.
After a policy closes, you send one link. Your client gets a warm AI interview, records their messages, and the Chronicle is built. You don't manage it — you just get the credit for giving them something extraordinary.
If a client's account ever goes inactive, recordings are never deleted. Ever. The Chronicle enters grace mode — everything preserved permanently, new uploads paused. You never have to explain to a family that grandma's voice is gone.
Each client Chronicle links to their policy number, carrier, coverage, and beneficiary. When the Chronicle delivers on a milestone, the financial and emotional pieces arrive together. It's the complete package you promised when you sold the policy.
The workflow
Business as usual. You sell the policy. The difference: Tomorrow From Today is ready to activate the moment ink is dry. No extra forms. No separate platform to explain.
Enter the client's name, the child's name, policy number, and milestone preference. One click generates a personalized link. Send it by text, email, or hand it over in the room.
A warm conversational AI walks them through questions designed to draw out why they bought — what they hope for, what they want their family to know, what they'd say if they only had one chance. Answers become sealed recordings.
The client shares a link with grandparents, aunts, uncles, old coaches. Each person can contribute a recording — sealed to their chosen milestone. The Chronicle fills with voices over years and decades.
On the milestone — a birthday, a graduation, a wedding day — an email arrives. The Chronicle opens. Every recording plays. The money is there. The voices are there. Your name is on it.
Your dashboard
The lead machine
Every Chronicle you create automatically enrolls the client's family in a quarterly email campaign — branded with your agency, containing a contribution link, arriving at the moments families naturally give gifts.
"Emma's birthday is coming up. Want to leave her something for her future and record a message she'll hear when she turns 18?" Direct link. Your branding. One click to contribute.
The natural gift-giving moment. "This year, give Emma something that compounds." Contribution link front and center. Your agency branding. Sent to every family member in the Chronicle.
"Another year closer. Emma's Chronicle is growing — and so is her future." Milestone moment. College savings top of mind. Perfect timing for a contribution reminder.
"Tell Emma you love her — with your voice and a little for her future." Love and legacy. Emotional. Perfectly timed. The kind of email people actually open and act on.
Every Uncle Bob who clicks that link is a warm introduction to your agency. 200 Chronicles × 6 family emails × 4 campaigns = 4,800 branded touchpoints per year. If 2% convert — that's 96 new leads from a $100/mo subscription.
Agent pricing
Chronicles, contributions, and the drip campaign engine — included at every tier. The only difference is how many clients you serve and how deep your analytics go.
* Contribution link — available at all tiers for agents with applicable securities licensing (Series 6, 63, or equivalent). Upload your credentials to unlock. No licensing? We'll connect you with a licensed partner. · Enterprise pricing available for carriers, large agencies, and Fortune 500 HR/benefits teams — contact us for per-seat licensing.
What you can tell your clients — and mean it
Chronicles. 529 contributions. A quarterly drip campaign that generates warm leads automatically. We're onboarding our first cohort of professionals now — early access, locked-in pricing, and a direct line to the team building this.
No commitment. We'll reach out to schedule a 15-minute walkthrough and answer any questions you have.