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

See how teams work Start Free Training
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
Team workspaces

Multi-team workspaces

A private space for every team.

  • OwnerLeads the team: invites agents, manages training, documents and events, sees the team's analytics and decides who may do what.
  • Team AdministratorsHelp run the team with the Owner. Their permissions come from the team's own roles, which the Owner can adjust.
  • AgentsWatch the team's training, open its documents, join its events and talk with the team in chat.
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.Team workspacesA private space for every team.You are hereAgent 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.

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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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