Welcome back
The latest highlights and what's coming up.
Calendar
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.
Highlights
Rotating photos and updates on the Home page — like agents writing business. They cycle automatically.
Upcoming calls & events
Post calls agents should know about. Mark one Permanent so it shows every day, or give it a date for a one-time call.
Agent registration code
Agents must enter this code to create an account. Share it only with people you want to have access.
Registered agents
0 accounts
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.
Video categories (tracks)
The tracks agents pick from in Training Videos. Add or remove them anytime.
Video folders
Folders inside a track — and folders inside folders. E.g. a "2026" folder holding "June 2026", "July 2026", etc. Agents drill in: track → 2026 → June 2026 → videos.
Add a video
Fill in the details and publish.
Published videos
0 videos
File categories
The categories agents pick from in Training Files — e.g. Sales Scripts, Underwriting Guides. Add one per carrier if you like.
File folders
Folders inside a category — and folders inside folders, same as videos. Group documents however you like.
Upload a file
Attach a document or paste a link (Google Drive, Dropbox, etc.).
Uploaded files
0 files