FAQ
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.
What if I leave?
Cancel in two taps. Export everything. You keep your Let's Sit Down and In Writing accounts with every meeting, recording and signed document; they move to the free plan after 30 days, with an option to keep Business.
Where did the IUL training go?
It's now a free course for licensed professionals at IUL Basics Pro (iulbasics.com/pro). Stewardcraft teaches the business: your team, your brand and your follow-up.
Who is it not for?
Consumers looking for coverage (talk to a licensed agent near you), people who aren't licensed yet, and anyone looking for a get-rich plan. Stewardcraft is for licensed agents who lead a team or are building one, at any firm. Just joined someone's team? Your leader adds you; you don't sign up here.
How much does it cost, all in?
Founding is $147 a month for the first 100 members or until Mar 31 2027, locked as long as you stay. Core is $197 a month or $1,970 a year. Pro is $297 a month when it opens. Let's Sit Down Business and In Writing Business are included. Add your own Claude (Claude Pro is about $20 a month, paid to Anthropic), a domain (about $11 a year) and, only if you choose to run ads, your own ad budget.
What if it isn't for me?
Cancel any time in two taps from your account page. On a monthly plan, ask for your first month back within 30 days, no questions. The annual plan has no satisfaction refund: cancel any time and it won't renew (not sure yet? start monthly and switch later). And the Move-In Promise, a setup guarantee on every plan: do the steps, and 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, we keep working with you free until it's done, plus your first month back (annual: a free month added to your year).
Can Claude spend money on ads without me?
No. Claude builds every ad paused. Nothing turns on until you tap Approve on your phone, never above the daily cap you set, and your Meta account spending limit is the backstop that stops spending even if everything else fails.
Can I join if I'm with another firm?
Yes. Agents from every firm are welcome. Your firm's rules come first: use your firm's approved presentations and materials, and get its approval before posting about products. We never ask for your clients, your team or your firm's materials, and we never advise on your contract.
Is this a business opportunity?
No. Stewardcraft is a software subscription for licensed agents who already run a practice. We make no earnings claims, nothing pays for recruiting, we don't buy back anything, and we don't provide customers, accounts or locations. The only commission is the optional referral link: 25% of a referred member's dues, single level, memberships only.
Do I need to be on camera?
No. Plenty of the 30 posts we queue never need your face. Reels help, and we show easy ways to film, but text posts, carousels and stories work too.
Is it faith-based?
Built on faith, open to everyone. The team behind it are Christians and it shapes how we treat people. You don't have to share our faith to belong here.
How do the referral links work?
Members can turn on a referral link after signing the affiliate agreement. It pays 25% of the referred member's dues for as long as they stay, single level, memberships only. The affiliate terms cover the details.