Agent Cloud Academies
Create Your Academy.
The customizable onboarding and training platform for life and health insurance agencies.
$99/month per owner · multiple Academies included
Paths
Four Paths, from licensed to producing.
Every person gets the courses, library resources and tools that match their Path — nothing more, nothing less.
Prelicensing
Getting licensed
Prelicensing courses and study resources only.
Onboarding
Getting contracted
Contracting, team setup and carrier links.
Training
Getting trained
Your full agency training and every course.
Agent
Active and producing
AI Coach, presentations and the whole library.
Straightforward words for how your agency already trains.
Academies
Your own branded training environment. Run one per agency, team or downline.
Paths
Custom onboarding and development workflows that take a new agent from day one to producing.
Courses
Structured training and lessons on products, compliance, sales and your way of doing business.
AI Coach
Optional personalized training and roleplay so agents can practice before real calls.
Inside every Academy
Everything your agents need, in one place.
Path-based access
Each Path controls which courses, resources, presentations and AI Coach an agent sees.
Roles and hierarchy
Agent, Manager and Admin roles, a reporting tree, and manager powers you switch on or off.
Courses and quizzes
Lessons with video, files and scored quizzes.
Library and presentations
A searchable library, plus recorded presentations grouped by speaker with automatic transcripts.
AI Coach
Optional coaching and sales roleplay grounded in your own courses.
Reviews and links
Steps carry links and uploads, and managers approve them from one review queue.
Stay on top of every agent.
Progress emails
Branded emails when a Path is assigned, a step is reviewed or a Path is finished — and alerts to managers when a review is waiting.
Announcements
Post updates to your Academy; agents see an unread banner on their dashboard until they read them.
Support that feels human
Help is built into the app, so owners and agents get answers fast.
Create an Academy
Name it, brand it, and write a welcome for your agents.
Invite with a starting Path
Send an invite or join link that places each agent on the right Path.
Watch them progress
Move agents from Path to Path and review their work from one place.
One price. Every Academy you need.
$99/month per owner, with a 7-day builder trial.