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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
Training Center

Your team's training, organized the way you teach.

Group your material into categories and sessions, put them in the order agents should follow, and keep drafts hidden until they are ready.

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TrainingDemo data
Onboarding
Week 1: Welcome to the team
4 videos · 52 min
Published
Week 2: Needs analysis basics
3 videos · 41 min
Published
Advanced
Final expense presentations
5 videos · 1 h 18 min
New
Annuity suitability workshop
2 videos · 36 min
Draft
Exam simulations
Full Exam Simulation
100 questions · 120 minutes · pass mark 70%
Best 82%
Practice Exam 3
Timed · fixed questions · review after
68% · retry
Practice
Adaptive practice
Questions chosen at your level, weak topics first
20 questions
Review your missed questions
Every miss comes back until you answer it right three times
14 due
Training Center

Training Center

Sessions of videos in the order you teach them.

  • Training sessions you buildCategories such as Onboarding or Advanced Sales, each holding named sessions of videos.
  • Published when readyKeep a session as a draft while you build it, then publish it to the whole team.
  • Practice and exam simulationsPractice questions with explanations, timed exam simulations with a pass mark, and a review of every missed question.
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.You are hereVideo 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.

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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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