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

Build Your Team. Train Your Agents. All in One Platform.

A step-by-step look at how a team leader builds and runs a team on Agent Connect, and how each agent learns and grows inside it.

See the steps Talk to us about a team
Step by step

Choose your side of the team.

Select a step to see what it looks like on Agent Connect.

Get your team workspace

Agent Connect sets up a private workspace for your team and makes you its Owner. Everything you add stays inside your team.

New teamDemo data
Team nameSummit Growth Team
OwnerGrace Mensah
StatusActive

Set up by Agent Connect at your request.

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Join your team

Open the invitation, confirm your email address, and sign in or create your account. You land on your team's dashboard, ready to start.

Team invitationDemo data
Summit Growth Team
Grace Mensah invited you to join as an Agent.
Continue to Join Team
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Good to know

Before you build your team.

What you need, and how the team workspace is set up.

  • Workspaces are set up for youTell us about your team and Agent Connect creates your private workspace, with you as its Owner.
  • Team Owners have a Premium membershipInviting agents and the team's premium training tools come with the Owner's Premium membership.
  • Your team's content is privateTraining, documents, events and chat are seen only by your team. Other teams never see them.
  • One account per personAn agent can belong to more than one team and switches between them, with one account.
  • In three languagesEach person uses Agent Connect in English, French or Spanish.
Platform

Inside Agent Connect

How teams workBuild your team and train agents, step by step.You are hereTraining 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.

Ready to build your team?

Talk to us about a workspace for your agents, or start your own free licensing training today.

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

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