Platform Features

Workflows

Performance Tracking

Monitor progress and identify areas for improvement with detailed analytics.

Automated Onboarding

Streamline new hire integration with efficient, step-by-step onboarding.

Customized Training Paths

Provide tailored learning experiences based on individual roles and needs.

Team Oversight

Manage downlines, conduct live meetings, and follow up on tasks efficiently.

Business Intelligence

Predictive Modeling

Forecast trends and outcomes to make informed business decisions.

Data Analytics

Gain insights into operations with powerful, real-time data analysis tools.

Connectivity

Backoffice Integration

Seamlessly connect with life insurance backoffice systems for real-time updates.

CRM Connectivity

Integrate with popular CRMs to streamline client management and communication.

Deeply Connected

Browse our complete list of integrations.

Controls

Productivity Tools

Enhance team efficiency with integrated productivity and collaboration features.

System Monitoring

Track team performance and detect issues with real-time monitoring tools.

User Management

Easily encourage promotions and oversee tasks completion within the platform.