Agent Training Center
Everything you need to sell with confidence, stay compliant, and take great care of your clients — from your very first call to your best year yet.
Use the email address Blake added to the team.
Training content is for internal use by licensed agents and is not consumer advice. Always follow carrier guidelines, your state's rules, and current CMS guidance.
Loading training…
Loading resources…
Enter the name your teammates will see on the leaderboard.
Tap + as you go. Numbers save automatically.
—
—
—
Slide to see what a steady pace would pay. Nothing here is saved.
Each sale counts as an app submitted on the day you log it.
| Plan starts | DTC plan change | DTC initial | LoA sale | LoA initial |
|---|
—
Lessons each agent has marked complete. Only you see this.
Add an agent's email, then send them the portal link. They create an account with that email (or continue with Google). Only emails on this list can see training or log numbers.
Only you can change these. Monthly and year-to-date goals scale from the weekly number.