Welcome back
Choose a training track to get started.
Training Files
Choose a category to browse documents and resources.
Manage your university
Post videos, upload files, set your registration code, and manage categories.
Agent registration code
Agents must enter this code to create an account. Share it only with people you want to have access.
Tip: change this anytime. Old codes stop working immediately, but agents who already signed up keep their access.
Registered agents
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Join requests
People who asked to join your team through the sign-in page.
Appearance
Personalize the portal's accent color and background. Changes apply live and are saved.
📹 Training Videos
Video categories (tracks)
The tracks agents pick from in Training Videos. Add or remove them anytime.
Removing a track won't delete its videos — they'll still appear in search until you move them.
Add a video
Fill in the details and publish.
Paste a YouTube, Vimeo, Google Drive, or .mp4 link. For Google Drive, set the file to "Anyone with the link."
Published videos
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📄 Training Files
File categories
The categories agents pick from in Training Files — e.g. Sales Scripts, Underwriting Guides. Add one per carrier if you like.
Removing a category won't delete its files — they'll still appear in search until you move them.
Upload a file
Attach a document or paste a link (Google Drive, Dropbox, etc.).
PDF, Word, Excel, images, etc. Keep prototype uploads under ~3 MB.
Use a link for large files or anything already in cloud storage.
Uploaded files
0 files