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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
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.

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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
Progress tracking

Training progress

Each agent's activity and coaching steps.

  • 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.
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.You are hereDocumentsGuides, scripts and forms with previews.Team workspacesA private space for every team.Agent onboardingFrom invitation to training in minutes.

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

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

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