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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.
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How teams workTraining CenterVideo libraryPractice & examsProgress trackingDocumentsTeam workspacesAgent onboarding
How it worksFAQ
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.

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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.

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Open until November 15.

Agent onboarding

Agent onboarding

From invitation to training in minutes.

  • You inviteBy email, with a personal note, or by sharing the link on WhatsApp or by text.
  • They confirm their addressAn existing account signs in; a new agent receives a six-digit code and creates an account.
  • They join your teamNo waiting for an administrator. One account per person, one membership per team.
  • They start learningThey land on your team's dashboard with its videos, documents, events and chat.
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Inside Agent Connect

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.You are here

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Agent ConnectLearn. Connect. Grow.

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

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

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