How it works

From new hire to confident agent.

1. 1

   Create your Academy

   Each Academy is its own branded training space with your name, colors and welcome message. Run separate Academies for different teams or agencies — all under one subscription.

2. 2

   Build Paths

   A Path is an onboarding or development workflow: “First 30 Days”, “Medicare Ready”, “Final Expense Pro”. Arrange Courses into the order agents should take them.

3. 3

   Add Courses and lessons

   Courses hold your lessons — scripts, product notes, compliance reminders, carrier procedures. Write them once and reuse across your team.

4. 4

   Invite agents

   Send a personal invite by email. Agents sign in, land in your Academy and see exactly what to do next.

5. 5

   Track progress

   See who has finished which lessons, so you know who's ready for the phones and who needs a nudge.

6. 6

   AI Coach (optional)

   Personalized training and roleplay so agents can rehearse objections and presentations. Coming to Academies soon.