New Agent Welcome
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New Agent Onboarding
Our step-by-step Onboarding course ensures that you are taught the fundamentals of our agency, understand our systems, and are prepared to start running your business.
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Freshman Course Curriculum
All new hires are to complete the Freshman Course Curriculum which will cover topics ranging from Product Basics, How to Consult a Client, Growing and Marketing Your Business, How to Build a Team, and much more!
Once you've completed the Freshman Course Curriculum, you will then graduate to the Licensed Agent Course Curriculum.
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Unlock for $99
UE Advanced Agent Courses and Toolkit
Our Advanced Agent Courses and Toolkit is a comprehensive resource for agents in the insurance industry (Life, Health, Accident, and Annuities) who want clear systems and tools to help them run and grow a viable book of business.
Resources include:
Tools needed to run clear daily and weekly systems
Activity generating campaigns
Tracking protocols and best practices
Strategy packet with actionable steps
Exclusive trainings and calls
And more!
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Additional Trainings
Did you graduate from the Freshman Course Curriculum? Congratulations! Our Licensed Agent Course Curriculum will help you to become a professional in the field, build and maintain a high quality book of business, service your clients thoroughly, and more!
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Private Course
Certified Field Trainer Academy
Verified academy for those committed to leveling up and becoming a Certified Field Trainer. This comprehensive academy includes homework, deliverables, and a final exam.
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Licensing & Contracting Guide
The ultimate guide to getting licensed and contracted in the industry!
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