The recruiting and team platform for insurance agents who lead teams
Build a team that builds teams.
Recruit, develop and promote leaders from one place. Stewardcraft keeps your recruits, clients, meetings, e-signatures and Instagram together, and your own Claude does the follow-up. Keep the systems your firm gives you, or start from zero. Stop chasing your team and start leading it: you answer questions and tap approve, right from your phone.
“I paid a company $7,500 to learn how to build a brand, post with a plan, run ads and work my DMs. Now I run that craft on Stewardcraft, at $147 a month for founding members.” Jesse Wood, member #1
Jesse is part of the team behind Stewardcraft and uses it in his own business.
What's what
Sound familiar?
You got into this to build people.
Now you're babysitting apps.
It's 11 PM and you're scrolling three group chats to find out who actually booked their appointments. A recruit had a great startup call on Tuesday and went quiet by Friday, because nobody followed up. Your firm's back office, your calendar, your signature app and your Instagram don't talk to each other, so you're the glue.
You're the bottleneck
Every next step runs through your phone. When you stop pushing, everything stops.
Good people stall
Not because they're not called, but because the follow-up slipped between the startup call and the first appointment.
Your name stays invisible
You know you should be posting and building relationships online. Who has the time?
Another year like this costs you more than money. It costs you the leaders you were supposed to raise and the dinners you were supposed to be home for.
Built by people who live it
We lead teams too.
We've done the late-night group chats. We've watched a great recruit disappear after the startup call. And one of us paid a coaching company $7,500 to learn brand, content, ads and DMs, then still had to do every step himself.
So we built the thing we wished we'd had: one home for the whole team, run with the AI assistant you already carry in your pocket.
Member #1: Jesse Wood
“Here's what I would love for you. I'd love for you to know exactly where every person on your team stands, without one more group chat. I'd love for your name to be the one people in your city trust. And I'd love for you to be home for dinner. That's why I run my own team on Stewardcraft, every single day.”
Jesse Wood, member #1. Financial strategist and licensed insurance agent, author of The Purpose-Driven Business Builder's Blueprint, host of The Jesse Wood Show, Financial Strategist of the Year (Fluxx Awards 2025).
Jesse is part of the team behind Stewardcraft and uses it in his own business.
Built on faith, open to everyone. Why we chose the name
How it works
Three steps.
Your Claude does the heavy lifting.
- 1Vision (Day 0, 20 minutes)Connect your Claude once, sign in with your member email, tap Allow. Then tell it where you're taking your team this year. No keys pasted in chat, ever.
- 2Plans (your first 30 days)Your Claude moves you in: your people, your pipeline, your meeting room, your e-sign templates and your team's steps, written in your words. Keep your firm's hub and your CRM if you like them. It connects where they allow, and gives you a simple checklist where they don't.
- 3Daily Discipline (every day after)Open Today. Do the one next step it shows you. Your Claude drafts the follow-ups, runs Warm Connect on Instagram, updates every record after every meeting and writes your Monday report in five lines.
Everything in one membership
Everything your team runs on.
One price.
- ✓The Team CRMLive nowYour people in one place: each person's next step, your team map and red flags before someone stalls. The depth view (how far each new agent's group has grown) is rolling out in December. Phone and email on each card arrive in January.
Elsewhere: $97 to $119/mo - ✓The Team Builder BotRolling out in DecemberAI helpers inside your account. The Startup Call Conductor books the first appointments while everyone's still on the call. Follow-ups draft themselves. A practice coach gets new agents ready faster.
Elsewhere: $197/mo - ✓Let's Sit Down BusinessRolling out in DecemberMeeting rooms with recording and AI summaries, booking pages and co-hosts. Every meeting updates the person's record and next step on its own.
Elsewhere: $9.99/mo - ✓In Writing BusinessRolling out in DecemberE-signatures your clients can finish on their phone, plus any agreement your firm allows. 100 requests a month, templates, 5 staff senders.
Elsewhere: $9.99/mo - ✓Instagram Growth + Warm ConnectRolling out in DecemberYour Claude finds the right people, warms them up and logs every conversation in your pipeline. (Details below.)
Elsewhere: $400 to $600/mo for a human setter - ✓The Content EngineLive nowYour profile, 3 pinned posts, 30 posts queued, a daily or weekly batch rhythm, and a funnel page that books calls, under your own name.
Elsewhere: $175 to $997/mo - ✓The PathLive nowOne guided path, one step at a time. Day 0 setup, your team's steps in your words, and six short modules on running your team.
Elsewhere: Usually only inside your firm - ✓Weekly live labs + the communityLive nowRecorded labs and a room of leaders from many firms. Firm-blind, no pitching, no poaching.
Elsewhere: $97 to $149/mo - ✓Presentations libraryLive nowUpload your decks, share them down your team, and let new agents practice with the AI coach.
Elsewhere: Not sold elsewhere - ✓Staff seats includedLive nowYour assistant and the people who run your overviews get their own logins, up to 25, at no extra cost.
Elsewhere: Per seat elsewhere
"Live now" means any member can use it today. "Rolling out in December" means it's being finished and turns on for members in December 2026. "Elsewhere" prices are public prices for similar tools and services, checked November 2026, low end shown. Let's Sit Down and In Writing are separate products made by a company related to Stewardcraft; they're included in your membership. See the screens in the tour.
Your brand, grown by your own Claude
Warm conversations,
not cold DMs. Rolling out in December
Cold DMs feel like spam because they are. Warm Connect works the way relationships really start: you show up for someone before you ever say hello.
How Warm Connect works
- 1Find the right peopleYour Claude looks for people in your city and your space: the ones who already care about what you care about.
- 2Show up firstIt likes and writes a real comment on 3 of their posts, specific to what they shared. You approve the comments, or let it run once you trust it.
- 3Then say helloA short, warm DM you approve. It always says up front that it's your AI assistant. Never pretends to be you.
- 4Never lose the threadEvery reply lands in your pipeline with a next step, so a good conversation turns into a booked meeting, not a forgotten chat.
Also in Instagram Growth
- ✓Your profile, bio and 3 pinned posts set up right
- ✓30 posts queued in your voice, plenty that never need your face
- ✓Likes and engagement with your community, paced like a person
- ✓A weekly growth report: what worked, what to post next
The Path
One next step.
Never a buffet.
Most courses hand you 47 lessons and wish you luck. The Path shows you one step at a time, with a five-minute lesson and one action your Claude does with you. A step is done when the thing exists, not when you watched a video.
Day 0: Set up your Claude
20 minutes, 5 steps, and a first win before you close the app.
Your team's steps, in your words
Whatever path your firm uses, from a new recruit's first three names to running their own overviews, every person always knows where they are and what's next.
Run your team on Stewardcraft
Six short modules for leaders: move in, meetings that feed the CRM, the path for every recruit, taproot 4 deep, your library, and your brand and lead system.
Want product training? IUL design for licensed professionals now lives in a free course at IUL Basics Pro (iulbasics.com/pro). Stewardcraft teaches the business.
Keep what works
Keep your systems.
Or start without any.
Standalone
No CRM? No problem. Your Claude sets up your people, pipeline, booking, reminders and Monday report on day one.
Plays well
Love your firm's hub or your CRM? Keep them. Your Claude connects where the system allows, moves files in and out where it doesn't, and gives you a step-by-step checklist for anything locked down.
Your keys, your yes
Client records stay with your firm. We never store your passwords, never change another system without your approval, and you can export everything any time.
We'll never claim a connection that doesn't exist. Your Claude tells you which of five ways it can work with each system you use, from a direct connection down to a simple checklist.
Leave Stewardcraft and you keep your data, your Let's Sit Down account and your In Writing account, with every meeting, recording and signed document.
Plans
Simple pricing.
Stated plainly.
Founding
- Everything in Core
- Let's Sit Down Business + In Writing Business included Rolling out in December
- Founding badge + the monthly Leadership Session with Jesse
Core
- The Team CRM Live now
- The Team Builder Bot Rolling out in December
- The Path and the presentations library Live now
- Instagram Growth + Warm Connect Rolling out in December
- The Content Engine Live now
- Let's Sit Down Business + In Writing Business included Rolling out in December
- Weekly live labs and the community Live now
- Staff seats included, up to 25 Live now
Core Annual
- Everything in Core
- One payment a year
- Cancel any time; it won't renew
Pro
- Everything in Core
- Hosted AI DM assistant and one inbox
- Written ad reviews and the Pro hot seat
- 2 extra Let's Sit Down host seats for the people who run your overviews
Membership isn't open yet. Every button above adds you to the founding waitlist. Nothing to pay today, and we'll email you the day doors open.
Your team: licensed agents on your team can add a Team Agent seat, paid by you or by them.
Plus your own Claude. You'll need your own Claude subscription (from Anthropic, billed by them, not us). Your Claude does the work, and we walk it through the whole setup. It all runs in the cloud from any computer or your phone; an always-on computer is an optional upgrade later.
Your full monthly cost, all in
What I paid, what you pay
“I paid a company $7,500 for coaching on my brand, my content, Meta ads and how to work my DMs. Stewardcraft is its own course, not a copy of that program, and it's $147 a month for founding members ($197 after). That's what I spent, not a promise of what you'll make. It doesn't include a person working your DMs. It's what I wish I'd had first.” Jesse Wood, member #1
Jesse is part of the team behind Stewardcraft and uses it in his own business.
The Move-In Promise
Moved in within 30 days,
or your first month back.
Monthly plans: 30 days, no questions
Not for you? Ask for your first month back within 30 days. Cancel any time in two taps from your account page. The annual plan has no satisfaction refund: cancel any time and it won't renew. Not sure yet? Start monthly and ask us to switch you to annual later.
The Move-In Promise
Do the steps (your checklist shows them). If by day 30 your Claude hasn't moved your team in, set up your meeting room and e-sign, finished your profile with 3 pinned posts, queued 30 posts and started Warm Connect (once it's live), we keep working with you free until it's done, and you get your first month back (annual: a free month added to your year).
We promise the move-in, not results. No promises about income, recruits, leads, appointments or followers.
Questions
Straight answers.
What is Stewardcraft, in one sentence?
The recruiting and team platform for insurance agents who lead teams: your recruits, clients, meetings, e-signatures and Instagram in one place, with your own Claude doing the follow-up.
Why Claude, and what does it cost? (About $20 a month, paid to Anthropic)
About $20 a month for Claude Pro, paid to Anthropic, not to us. We say it up front because it's part of the system: Stewardcraft is your team HQ, and your own Claude is the assistant that does the work in it. It drafts your follow-ups, moves your team in, writes your Monday report and answers "who needs me today?" from your phone. It's yours, so it works for you everywhere, not just here, and it connects to your account with one secure tap (no keys pasted in chat). Already pay for ChatGPT? You'll still need Claude for this, because Stewardcraft connects to Claude. Setup runs in the regular Claude app, no special computer needed.
What's what? Stewardcraft, Let's Sit Down, In Writing, Atlas, Claude
Stewardcraft is your team HQ: your people, their next steps, your numbers and approvals. Let's Sit Down is meetings and booking. In Writing is e-signatures. Atlas is your clients' plan, an add-on that opens later. Your own Claude is the AI assistant that does the work across all of them.
Can I see it before I pay?
Yes. The 3-minute tour on this site shows the screens a team leader uses every day, each tagged Live now or Rolling out in December. Nothing on it is a promise of results.
My firm already gives me a back office and I have a CRM. Do I have to switch?
No. Keep them. Your Claude connects where your systems allow, moves files where they don't, and gives you a simple checklist for anything locked down. Or start from zero and use ours. Client records stay with your firm either way.
My agents won't learn another app. What do they actually get?
Your team works from their phone, with their own Claude. Each person sees one thing: their next step. Licensed agents can add a Team Agent seat when you're ready.
Will Warm Connect get my Instagram flagged? Is it spam?
It's the opposite of spam: real comments on real posts first, then a short, warm hello you approve. Every DM says up front that it's your AI assistant. It's paced like a person with daily limits, and it stops the moment Instagram shows a warning. Your account, your name, your call. Warm Connect is rolling out to founding members in December.
Jesse says he paid $7,500 to learn this. Is Stewardcraft the same thing?
No. Jesse Wood, member #1, is part of the team behind Stewardcraft and uses it in his own business. He paid a company $7,500 for coaching on his brand, his content, Meta ads and how to work his DMs. Stewardcraft is our own platform, built from what he learned the hard way, not a copy of anyone's program, and no person works your DMs for you. The $7,500 is what he spent, not a value we claim and not a promise of income, leads or recruits.
Do you promise recruits, leads or income?
No. We promise the move-in: your team set up, your tools working, your content queued. What you build with it depends on you, your market and your firm.
Is this a recruiting program? Will other leaders poach my people?
No, and no. Stewardcraft is software for running the team you build through your own relationships. The platform never solicits anyone for any firm or team, and nothing pays for recruiting. The community is firm-blind: nobody sees your firm, rank, production or team. Pitching anyone to join a team is banned and gets you removed. Leaders talk about how they run teams, never which team to join.
Stop chasing.
Start leading.
Here's the thing. You were called to raise up leaders, not to be the glue between five apps. Give us 20 minutes for your Vision. Let your Claude handle the Plans. Then show up for one next step a day. That's Daily Discipline, and that's how teams get built.
Founding seats open soon · Founding price ends Mar 31 2027 · Moved in within 30 days, or your first month back
Let's build together.