The Title Report recently featured WFG’s expansion of its Agent 3.0 initiative, outlining several major technology upgrades designed to streamline agent operations, improve efficiency, and strengthen support across the agent lifecycle.

The article highlights several key additions to the 2026 offering:

• Assisted Onboarding Portal, introduced to simplify onboarding and improve clarity in the setup process.
• Proprietary production platform, now offering increased customization so agents can meet the needs of their specific markets.
• AI-based data waterfall, which evaluates the best data source and route for each file to help accelerate turn times and improve performance.
• Business enablement enhancements, focused on improving production, process management, and overall operational efficiency.
• e-Remit, created to add clarity and automation to the remittance process.
• PalmAgent tools, now part of the expanded solution set for quoting and presentation needs.
• Additional security and identity-verification tools, along with FinCEN reporting support to help agents comply with emerging requirements.

WFG will begin onboarding pilot agents in December, with broader rollout planned in early 2026.