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.
Product guides
Final Expense Product Comparison
Indexed Universal Life Overview
Forms and scripts
First Appointment Script
Weekly Activity Tracker
Documents
Document and resource library
Guides, scripts and forms with previews.
- 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.
Platform
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.You are hereTeam workspacesA private space for every team.Agent onboardingFrom invitation to training in minutes.
Ready to build your team?
Talk to us about a workspace for your agents, or start your own free licensing training today.