S B S O U R C E F U N D

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Prepare the Client First. Protect Them Next.

SB Sourcefund Corporation is an AI-supported client-readiness platform designed to help insurance professionals connect with financially prepared customers, improve productivity, and build stronger long-term policy relationships.

We transform insurance marketing from hard selling into financial preparation first

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ABOUT OUR COMPANY

A Smarter Way to Build Sustainable Insurance Business

SB Sourcefund Corporation is a California-registered general stock corporation providing advanced marketing support, AI-driven business technology, and growth infrastructure for professionals operating in the life and non-life insurance sectors.
Our platform focuses on one powerful idea:
When clients are financially ready, protection decisions become easier, faster, and more sustainable.

The Problem

Today’s Insurance Market is More Competitive Than Ever

The Reality of Today’s Insurance Market,


Let’s be honest — the insurance business is tougher than ever.
Most agents start strong by talking to family and close friends. But once that circle is exhausted, the real challenge begins. Finding new qualified clients, keeping them interested, and helping them afford long-term protection isn’t easy. In fact, industry numbers show that a large percentage of insurance professionals eventually slow down or leave the business because it becomes too hard to keep consistent results
At the same time, the need for protection is huge. Millions of American adults still don’t have life insurance, and many who do end up losing their policies within the first year because of financial pressure. So the problem isn’t just selling the policy — it’s helping people stay financially able to keep it.
This is the everyday reality many insurance professionals face: big market opportunity, but even bigger challenges in reaching and sustaining the right clients.
SB Sourcefund was created to solve this problem


Our Solution


Build Insurance the Smarter Way with SBN Sourcefund

SBN Sourcefund helps affiliates grow their insurance business by preparing clients financially before the policy is sold — not after. Instead of chasing cold prospects, you work with consumers who are already improving their financial readiness through a structured AIpowered system.



A Simple 3-Part Affiliate Platform


Your AI Private Web App

Every partner receives a personal AI-powered web app under their own domain, serving as a digital business center, lead tracker, and client database — all in one place.

Your AI CIO Assistant

The built-in AI Chief Information Officer helps manage business information, answer calls, communicate naturally with clients, explain your services 24/7, and organize daily operations so you can focus on relationships and closing policies.

The AMCONS Cashback Pipeline

Through the American Consumer Savings platform, members build cashback savings from everyday spending. As their financial position improves, they become more prepared and qualified for insurance — creating a continuous pipeline of ready clients for licensed professionals.

How the System works

01

Financial Preparation

Consumers join the AMCONS savings program, which helps them gradually build accessible funds over time.

02

Protection Readiness

With AMCONS, consumers don’t feel pressured to buy insurance. As their funds grow and confidence increases, they reach a point where choosing the right protection becomes a natural and easy decision.

03

Licensed Professional Engagement

A licensed insurance professional refers an individual to AMCONS. When the member builds enough funds, the system alerts the agent, who then recommends coverage, processes the policy, and earns the standard carrier commission upon approval.


Result


  Better prepared clients

  Higher approval potential

  Lower lapse risk

  Stronger long-term retention