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Agent ConnectLearn. Connect. Grow.
  • Free training
    • How teams workBuild your team and train agents, step by step.
    • Training CenterSessions of videos in the order you teach them.
    • Video libraryEvery recorded session, with resume.
    • Practice & examsMock exams, explanations and AI practice.
    • Progress trackingEach agent's activity and coaching steps.
    • DocumentsGuides, scripts and forms with previews.
    • Team workspacesA private space for every team.
    • Agent onboardingFrom invitation to training in minutes.
  • How it works
  • FAQ
Free trainingPlatform
How teams workTraining CenterVideo libraryPractice & examsProgress trackingDocumentsTeam workspacesAgent onboarding
How it worksFAQ
No training fees

Your Journey to Becoming a Licensed Financial Professional Starts Here.

Get free training, experienced mentors, recorded lessons, study resources and AI-powered practice exams, all in one place. Once you are licensed, keep learning and growing with your team.

Start Free Training I lead a team

The training is free. Licensing exam and state licensing fees are separate. No one can guarantee exam results or license approval.

  • Mentors and recorded classes
  • AI-powered practice exams
  • English, French and Spanish
For team leaders

Build and Lead Your Own Team of Agents in One Place.

Get a private team workspace where you invite and manage your agents, onboard new members, organize training and resources, and follow every agent's progress, all from one centralized platform.

Explore Team Features Start Free Training

Each team works in its own private workspace. Team workspaces are set up for you by Agent Connect.

  • Invite and manage your agents
  • Training, recordings and documents
  • Progress and coaching for every agent
My learning pathDemo data
62%

Hi Nina, you're getting closer

62% of the way to exam-ready · keep your streak going

Next class: Policy provisionsTuesday 7 pm · with your mentor Grace
Registered
Continue: Riders and optionsRecorded lesson · 18 min left
Resume
Practice exam: 78%2 points from your goal · 9 questions to review
Improving
Mentor note"Great week, Nina. Focus on annuities next."
New
Practice exam · Question 12 of 50Demo data

Which provision lets a new policyowner return the policy within a set period for a full refund of the premium?

AGrace period
BFree look
CIncontestability
DReinstatement
Why B is correct

The free look provision gives the new owner a set number of days to review the policy and return it for a full refund.

Why not A

The grace period is the time after a missed premium during which the coverage stays in force.

Ask the AI TutorExplained in plain language
Training Videos · OnboardingDemo data
Week 2: Needs analysis basicsPart 1 · Opening the conversation
Resume at 12:4027:15
Team dashboardDemo data
SG

Summit Growth Team

You are the Owner · 18 Agents

18Agents
14Active in 30 days
2,416Questions answered
78%Accuracy
Agent progressQuestions answered
MRMaria Reyes
DKDaniel Kim
AOAma Owusu
JTJames Turner
TrainingDemo data
Onboarding
Week 1: Welcome to the team
4 videos · 52 min
Published
Week 2: Needs analysis basics
3 videos · 41 min
Published
Advanced
Final expense presentations
5 videos · 1 h 18 min
New
Annuity suitability workshop
2 videos · 36 min
Draft
Exam simulations
Full Exam Simulation
100 questions · 120 minutes · pass mark 70%
Best 82%
Practice Exam 3
Timed · fixed questions · review after
68% · retry
Practice
Adaptive practice
Questions chosen at your level, weak topics first
20 questions
Review your missed questions
Every miss comes back until you answer it right three times
14 due
Team analyticsDemo data
Agent progress
AgentAnsweredAccuracyExamsLast active
MRMaria Reyes41286%9Today
DKDaniel Kim29879%6Yesterday
AOAma Owusu17172%49 days ago
JTJames Turner3861%13 weeks ago
Coaching: New Agent LaunchLic.ExamShadowReview
Maria Reyes!
Daniel Kim
DocumentationDemo data
Product guides
Final Expense Product Comparison
PDF · 2.4 MB · 37 downloads
New
Indexed Universal Life Overview
PowerPoint · 6.1 MB · 22 downloads
Preview
Forms and scripts
First Appointment Script
Word · 120 KB · 58 downloads
Preview
Weekly Activity Tracker
Excel · 64 KB · 41 downloads
Preview
1 of 7
Your path

From your first lesson to a licensed professional.

A clear path with people beside you at every step. Each step builds on the one before.

  1. 01

    Start Learning

    Create your free account and follow a clear path, lesson by lesson.

  2. 02

    Get Free Training

    Join classes led by experienced trainers and mentors, without a training fee.

  3. 03

    Practice With AI

    Take mock exams, read detailed explanations and work on your weak topics.

  4. 04

    Prepare for Licensing

    Watch your progress, review every missed question and know when you are ready.

  5. 05

    Keep Growing

    Once licensed, keep learning with your team and help your community.

Free licensing training

No Training Fees. Real Learning. A Path Toward Licensing.

We help people prepare for their life and health insurance licensing exams without charging for the training. You learn with mentors, recorded classes and AI-powered practice, and you can see your progress at every step.

  • Free licensing trainingTraining and guidance for your life and health licensing exam.
  • Experienced trainers and mentorsA dedicated team guides you through your learning journey.
  • Recorded lessonsRevisit previous classes and study whenever it suits you.
  • AI-powered exam preparationMock exams, detailed explanations and practice questions generated with AI.
  • Organized study resourcesStudy guides, documents and materials in one place.
  • Progress you can seeYou and your trainers see what to practise next.

Licensing exam fees, fingerprinting and state licensing fees are not part of the training; they are paid to the testing provider or your state. Results depend on your own preparation.

Practice exam · Question 12 of 50Demo data

Which provision lets a new policyowner return the policy within a set period for a full refund of the premium?

AGrace period
BFree look
CIncontestability
DReinstatement
Why B is correct

The free look provision gives the new owner a set number of days to review the policy and return it for a full refund.

Why not A

The grace period is the time after a missed premium during which the coverage stays in force.

Ask the AI TutorExplained in plain language
Two ways to grow

One platform for learners and the leaders who train them.

For future and new agents

Start your career with free training.

Prepare for your licensing exam with mentors, recorded classes and AI practice, then keep developing as a professional.

  • No training fees
  • Learn at your own pace, on any device
  • Support from a real team
Start Free Training
For team leaders

Train your agents. Track their progress. Grow your team.

Give your agents one private workspace for training, recordings, documents and events, and see how each one is progressing.

  • A private workspace for your team
  • Recordings, documents and events
  • Progress and coaching for every agent
See how teams work
Inside Agent Connect

Everything your team learns from, in one workspace.

Training Center

Your team's training, organized the way you teach.

Group your material into categories and sessions, put them in the order agents should follow, and keep drafts hidden until they are ready.

  • Training sessions you buildCategories such as Onboarding or Advanced Sales, each holding named sessions of videos.
  • Published when readyKeep a session as a draft while you build it, then publish it to the whole team.
  • Practice and exam simulationsPractice questions with explanations, timed exam simulations with a pass mark, and a review of every missed question.
TrainingDemo data
Onboarding
Week 1: Welcome to the team
4 videos · 52 min
Published
Week 2: Needs analysis basics
3 videos · 41 min
Published
Advanced
Final expense presentations
5 videos · 1 h 18 min
New
Annuity suitability workshop
2 videos · 36 min
Draft
Exam simulations
Full Exam Simulation
100 questions · 120 minutes · pass mark 70%
Best 82%
Practice Exam 3
Timed · fixed questions · review after
68% · retry
Practice
Adaptive practice
Questions chosen at your level, weak topics first
20 questions
Review your missed questions
Every miss comes back until you answer it right three times
14 due
Video and recording library

Every recorded session, kept and easy to find.

Upload the recordings of your trainings, webinars and team calls, together with instructional videos. Large files upload straight from the browser and can be resumed if the connection drops. Agents watch them in order and pick up exactly where they stopped.

  • Resume where they left offEach agent's place in every video is remembered, on any device.
  • Recordings up to 5 GBLong trainings upload in parts, so a dropped connection does not mean starting again.
  • Private to your teamYour team's recordings are seen by your team, never by another team.
Training Videos · OnboardingDemo data
Week 2: Needs analysis basicsPart 1 · Opening the conversation
Resume at 12:4027:15
Training progress

See who is learning, and who needs a hand.

Team leaders see every agent's learning activity in one table: questions answered and accuracy, practice sessions and exams finished, and when they were last active, with team totals for videos watched and documents opened. Coaching programs add the steps you want each agent to complete, with your review.

  • Team analyticsTotals for the team, then each agent's activity, for the Owner and the team's administrators.
  • Coaching programsYour own checklists per agent: steps they answer, steps you confirm, some filled in automatically.
  • Activity at a glanceWho studied this week and who has gone quiet, so you know whom to call.
Team analyticsDemo data
Agent progress
AgentAnsweredAccuracyExamsLast active
MRMaria Reyes41286%9Today
DKDaniel Kim29879%6Yesterday
AOAma Owusu17172%49 days ago
JTJames Turner3861%13 weeks ago
Coaching: New Agent LaunchLic.ExamShadowReview
Maria Reyes!
Daniel Kim
Document and resource library

Guides, forms and presentations, one search away.

Keep your product guides, scripts, compliance forms and slide decks in categories your agents can browse. PDFs, images and Office files open in a preview, new uploads are marked as new, and you can see how often each document is downloaded.

  • Preview before downloadingPDF, Word, Excel and PowerPoint open right in the browser.
  • A download reportDownloads and the number of people per document, so you know what is used.
  • Links and contacts tooCarrier portals as bookmark links, and a team contact directory for home office, licensing and support.
DocumentationDemo data
Product guides
Final Expense Product Comparison
PDF · 2.4 MB · 37 downloads
New
Indexed Universal Life Overview
PowerPoint · 6.1 MB · 22 downloads
Preview
Forms and scripts
First Appointment Script
Word · 120 KB · 58 downloads
Preview
Weekly Activity Tracker
Excel · 64 KB · 41 downloads
Preview
Agent onboarding

From invitation to training in minutes.

Invite a new agent by email, or copy the invitation link and send it any way you like. They confirm the address it was sent to, sign in or create their account, and arrive in your team with its training already waiting.

  1. 1You inviteBy email, with a personal note, or by sharing the link on WhatsApp or by text.
  2. 2They confirm their addressAn existing account signs in; a new agent receives a six-digit code and creates an account.
  3. 3They join your teamNo waiting for an administrator. One account per person, one membership per team.
  4. 4They start learningThey land on your team's dashboard with its videos, documents, events and chat.
Team invitationDemo data
Agent ConnectLearn. Connect. Grow.
Team invitation
Join a team
Summit Growth Team
Grace Mensah invited you to join as an Agent.

Joining gives you the team's training videos, documentation, events and chat.

Continue to Join Team

Open until November 15.

1 of 5
Multi-team workspaces

Many teams on one platform, each with its own space.

Every team works in a private workspace with its own members, training, documents, events and chat. What one team uploads is never seen by another.

Agent Connect platformOne platform, independent team workspaces

SGSummit Growth Team

  • Agents 18
  • Training sessions 12
  • Documents 46
  • Upcoming events 3

NLNorthline Agency

  • Agents 42
  • Training sessions 27
  • Documents 113
  • Upcoming events 5

BFBlue Field Partners

  • Agents 9
  • Training sessions 6
  • Documents 21
  • Upcoming events 1

Owner

Leads the team: invites agents, manages training, documents and events, sees the team's analytics and decides who may do what.

Team Administrators

Help run the team with the Owner. Their permissions come from the team's own roles, which the Owner can adjust.

Agents

Watch the team's training, open its documents, join its events and talk with the team in chat.

For team leaders

Four steps to an organized, growing team.

  1. 01

    Get your team workspace

    Your team's private space is set up with you as its Owner, with your name, logo and banner.

  2. 02

    Invite your agents

    Send invitations by email or share the link. Agents join directly, with their own accounts.

  3. 03

    Organize your training

    Upload recordings into sessions, add documents and links, and schedule classes and webinars.

  4. 04

    Follow progress and coach

    Check each agent's activity, review coaching steps and recognize their milestones.

Our mission

Knowledgeable professionals. Better-informed communities.

We prepare people who understand insurance and financial protection well, so they can help families and neighbours understand it too.

Learn.

Free training, mentors, recorded classes and AI practice.

Connect.

Teams, classes and people who support your progress.

Grow.

Your license, then continuous professional development.

Questions

Good to know before you start.

Straight answers about the training, the costs and what to expect.

Is the training really free?

Yes. We do not charge a fee for the licensing training, the recorded classes, the study resources or the practice exams.

Which costs are not included?

Licensing exam fees, fingerprinting or background checks and your state's license application fee are paid directly to the testing provider and your state.

Do you guarantee that I will pass?

No. We give you training, practice and support. Passing the exam and being approved for a license depend on your own preparation and on your state's requirements.

Who are the trainers and mentors?

Experienced insurance professionals who lead the teams on Agent Connect. You learn in live classes, through recorded lessons and with direct guidance.

What do I need to get started?

An email address and a phone, tablet or computer. Create your free account and start with your first lesson.

I lead a team. Can my agents use Agent Connect?

Yes. Each team gets a private workspace for its training, recordings, documents, events and progress tracking. Talk to us to set one up.

Ready to start your journey?

Begin your free licensing training today. Leading a team? Talk to us about a workspace for your agents.

Start Free TrainingTalk to us
Agent ConnectLearn. Connect. Grow.

Free licensing training for future financial professionals, and a training platform for the teams that lead them.

Platform

  • How teams work
  • Training Center
  • Video library
  • Practice & exams
  • Progress tracking
  • Documents
  • Team workspaces
  • Agent onboarding

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