Talenta

Talenta - Financial Command Center for Insurance Agents THE PROBLEM: Insurance agents make $100K-200K/year but have zero financial visibility. They track everything in spreadsheets, get blindsided by chargebacks, don't know what they'll owe in taxes, and have no idea which marketing actually works. THE SOLUTION: Talenta is AI-powered financial intelligence built specifically for insurance agents. It's not just commission tracking - it's a complete financial operating system. WHAT IT DOES: 📊 Commission Tracking - All carriers in one place. No more logging into 10 different portals. ⚠️ Chargeback Forecasting - AI analyzes your book and tells you exactly how much exposure you have - months before it hits. No more surprise $5K hits to your checking account. 💰 Tax Planning - Know exactly how much to save for quarterly taxes. Self-employed tax rate calculations built in. 📈 Marketing ROI - Track every lead source. Know which Facebook ads convert vs which are burning money. See actual conversion rates by carrier and policy type. 💵 Cash Flow Planning - Plan for AEP, OEP, or any custom period. Forecast income during feast months and plan for famine months. 🤖 AI Insights - Not just "here's what happened" - Talenta tells you "here's what to DO next." Actionable recommendations based on your data. 👥 Team Dashboard - For agencies and uplines. Track downline production, leaderboards, override calculations, and team analytics. ⬆️ Smart CSV Import - Upload your carrier statement and import your entire book in 30 seconds. Auto-creates policies, carriers, and commissions. WHO IT'S FOR: - Independent Medicare agents - ACA/Obamacare agents - Life insurance agents - P&C agents - Anyone tired of spreadsheet chaos PRICING: - Free: 10 policies, 10 commissions/month - Individual: $49/month (unlimited everything) - Team: $149/month (agencies, downline tracking) 14-day free trial on all paid plans. No credit card required. TECH STACK: React + Tailwind frontend, Node.js + PostgreSQL backend, GPT-4 for AI insights, Stripe for payments. Deployed on Vercel + Render. Built by a founder who understands the insurance game. Try it free: mytalenta.app