Formation by Strongside Strategy

Formation

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Joined November 2026 | Last Updated November 2026

My dad is an independent agent in a rural area. Like a lot of agents, he makes sure his clients get a real person on the phone, not a phone tree. He had a system to stay on top of things, but some of it lived in sticky notes or whenever he remembered he needed to take another step to get a carrier recert done.

So, I built him a simple office app around the way he already works. His call-backs are all in one place, it reminds him before carrier recerts and licenses come due, and it tracks his carrier contracts and projects, like starting a seminar series. That's Formation. We build it piece by piece for small agencies like his, for a flat monthly fee with no per-user charge. So you can focus on providing personalized service and building your business.

Features & Quick Stats

Key Features

  • Call-Back Tracking

  • Carrier Recertification Reminders

  • License Renewal Reminders

  • Carrier Contract Tracking

  • Project & Task Tracking

  • Custom-Built Around Your Workflow

  • Web-Based Access

  • Data Export Anytime

  • Hosting & Backups Included

  • Flat Monthly Pricing (No Per-User Fees)

Core Business

Simple office software for independent Medicare, life and final-expense agents.

How Formation Helps Independent Agents & Brokers

Formation is a private office app built around the way your agency already runs. Carrier contracts, licenses, recerts, call-backs and client follow-ups live in one place, and at 7 every morning an email tells you what needs you.

AI Capabilities

Strongside Formation is handmade for each client to fit the way they work. One available AI component is daily summaries that help you see next steps for following up on a carrier recert, which clients or prospects need a callback, or anything else you have listed as a To-Do.

Subscriber Deals

10% off first year of monthly fees.