Mentorship
A 1:1 onboarding partner, field ride-alongs, live role-play and weekly check-ins.
Support behind the work
Keep learning.
Keep building.
Training, mentorship and technology give agents a structure to return to as they develop their practice.
Find your agent trackA consistent training rhythm.
Session dates and access details are provided during onboarding.
Weekly · Live group calls
Live training, role-play and weekly check-ins support ongoing development.
On demand · Recorded library
Return to the on-demand training library as you learn.
New agents · Fast Start
Fast Start training within 14 days of approval, supported by a one-on-one onboarding partner.
Monthly · Carrier product sessions
Carrier product sessions are part of the training rhythm. Product access depends on licensing and carrier contracting.
Quarterly · Compliance refreshers
Compliance refreshers support ongoing attention to professional responsibilities.
Technology
CRM, lead management, automated follow-up and appointment-setting tools support your activity.
Agent expectations
Maintain licenses in the states you serve, complete carrier contracting and compliance onboarding, keep training and serve clients with integrity.
Review expectations →Tools and training vary by track, licensing status and carrier contracting. Agents are generally 1099 independent contractors. Income, placement and advancement are not guaranteed.