RISE replaces the Messenger threads, screenshots, and memory most advisors and managers use to run recruitment, sales, and their team — with one link, open on any phone.
Every manager building a unit hits the same Tuesday morning — nothing changes about your day except where the answers live.
RISE doesn't add another app to check — it replaces the six you're already juggling.
Track every candidate through 13 licensing phases. Stalled flags at 7 days. Requirements checked off, never lost.
A real prospect pipeline for every advisor. Log one policy and Macaulay, MDRT, and Medallion update themselves.
See your whole unit at a glance — who's on track, who's behind, who needs a coaching conversation this week.
That's the whole system —
Request Early AccessThis is still hand-onboarded, on purpose — every unit gets set up correctly from day one.
We set up your unit personally — your targets, your branch, your roster. Takes one conversation, not a form.
One link per advisor. They open it, they're already in your unit with the right role — nothing for you to configure.
Goals, pipeline, and the unit report start working from that moment — no backfilling, no setup wizard.
Each person sees only what applies to them — nothing to hide, nothing to hunt for.
What a candidate sees, and what a manager works from — both pulled straight from the product.
See this running your own unit —
Request Early AccessRISE doesn't have thousands of users yet — it has one advisor's actual chaos, solved first, and a small group of managers shaping what comes next.
14 recruitment stages modeled on the actual Sun Life licensing process, not a generic sales funnel
Macaulay, MDRT, Medallion, and validation logic built in — not bent to fit a generic CRM
Every unit's data fully separated by design — your numbers stay yours
"I built RISE because I was living the chaos myself — a BPO recruiter turned advisor, trying to grow a unit on Messenger threads and a Bluesage tab I kept losing track of."
Start free. Upgrade when the team is real and the data needs to follow you everywhere.
Right now RISE runs locally on your own device — nothing is uploaded anywhere. As we move to cloud accounts, every unit's data is isolated by design: your Unit Manager can't see another manager's team, and neither can we, without your say-so.
You're not switching away from Bluesage — RISE sits on top of it. You still log policies in Bluesage; RISE is where that same information becomes a pipeline, a goal tracker, and a team view, instead of a screenshot you have to re-type three times.
Nothing. The Solo plan is free for as long as you're using it personally. You only look at Manager pricing once your team is real and you want their data synced and visible to you.
A generic CRM doesn't know what Macaulay, MDRT, NSC, or a 14-phase licensing pipeline are — you'd spend weeks bending it to fit. RISE is built around the actual process you already work in, so nothing needs translating.
There's nothing to learn beyond opening a link. No install, no App Store, no account creation until you invite them. Most advisors are productive in their first five minutes because it mirrors how they already think about a pipeline.
Yes — message us and we'll walk your unit through it personally before anyone signs up for anything.
We're onboarding managers one at a time while RISE moves to the cloud. Reach out and we'll set your unit up personally.
Request Early Access