Endorsements
From independent marketing organizations managing hundreds of agents to enterprise platforms serving thousands — here's what they say about working with BotMakers.
650+
Agents Served
35+
Sub-Agencies
20+
Years Industry Experience
2
Enterprise Endorsements
“This technology meaningfully extends the value of SmartOffice, and I believe it represents a compelling enhancement for any organization operating at scale.”
Philip Resch
Founder & Principal — Valor Financial Specialists
650+ agents · 35 sub-agencies · Franklin, TN
About Philip Resch
20+ years in insurance distribution
Former wholesaler for MetLife and AIG/Corebridge.
Built Valor Financial Specialists over 4.5 years into an independent marketing organization with 650+ agents and 35 sub-agencies operating nationwide.
Chose 3Mark Financial as BGA specifically because of their SmartOffice partnership — the only platform that could accommodate his hierarchy-based distribution model.
The Impact
In his own words
“What previously required significant manual effort now surfaces as clear, real-time intelligence across my agencies and individual agents.”
“I can identify production trends, support my sub-agencies more proactively, and recruit with greater confidence.”
“I have the data infrastructure to manage growth at scale.”
Philip Resch
Founder & Principal, Valor Financial Specialists · Franklin, TN · May 2026
“The scope and quality of what they have delivered places them in a category of their own.”
Bill Propper
Chief Executive Officer — 3Mark Financial / Apex Affinity Group
Proactive Partnership
“They consistently deliver not just what we ask for, but what we actually need — identifying gaps, anticipating problems, and answering questions we did not know to ask.”
— Bill Propper, CEO
Speed & Reliability
“When issues arise, their response time is measured in hours, not days. That level of responsiveness from an AI automation partner is rare.”
— Bill Propper, CEO
Unconditional Endorsement
“For any organization in the insurance, financial services, or network marketing space, I recommend BotMakers Inc. without reservation.”
— Bill Propper, CEO
“BotMakers designed and delivered our complete back office system from the ground up — a fully web-based, mobile-ready platform spanning rep and admin portals, Zinnia integration, dynamic compensation tracking, and real-time organizational reporting. On top of that foundation, they built and deployed AI-powered training bots, an automated social media channel with AI-generated post creation and scheduling, and a suite of AI-driven podcasts and video content tools. The result is an enterprise-grade system that any of our representatives can access from any device, anywhere — built and delivered by a single, focused team.”
— Bill Propper, CEO, 3Mark Financial
BotMakers also serves as the AI and network marketing technology arm for Apex — managing the digital infrastructure that powers their representative network at scale.
Bill Propper
CEO, 3Mark Financial / Apex Affinity Group · March 2026
Why They Trust Us
Hours, not days
Response time that makes a material difference in operations.
Without reservation
Unconditional recommendation for insurance and financial services.
Growth at scale
Data infrastructure that supports recruiting and expansion with confidence.
Category of their own
Scope and quality that sets a new standard for the industry.
See why industry leaders endorse us without reservation.
(866) 753-8002 — BotMakers, Inc.