Command Center
Progress over perfection.
Get 1% better every day.
Your home for getting contracted, mastering sales, protecting your book, and building a profitable business. Start with the Academy; more tools are being built.
Master the process. Protect what you build. Grow through consistent action.
Everything you need to grow
Onboarding tracker
Completion is based on the saved HCMS, SureLC, NLC and carrier-approval checklist. Verification is separate from training progress.
| Agent | Checklist progress | Status |
|---|---|---|
| Loading agent progress… | ||
Learning path
Contracting tutorials
Contracting videos live in Onboarding, separate from the sales Academy.
From licensed to first sale
Complete onboarding, verify your carrier approvals, learn the process, and put the training into action. Training materials still in development are labeled in the Academy.
Invite an agent
Only admins and managers can send invitations. The agent receives an email to set up access.
Team roster
New invitations may take a moment to appear. Admins see all profiles; managers see assigned agents.
| Name | Role | Joined |
|---|---|---|
| Loading… | ||
Master the craft.
One step at a time.
While your carrier contracts are processing, learn the systems, products, e-apps, and script. Arrive on day one ready to focus on real conversations.
Search lessons, videos, and training documents. Select a result to jump to it.
New Agent Onboarding
Complete one module at a time. Follow the written instructions while training videos are being recorded.
Loading onboarding status…
Onboarding video walkthroughs
Complete these required setup steps while waiting for carrier appointments. Training completion does not authorize sales.
Checklist progress saves securely to your Kaizen account. Completing the checklist does not authorize selling until an administrator verifies carrier approvals.
Academy content manager
Prepare lessons now. Publish only when content is ready. Admin access only.
Resources
Add links to scripts, PDFs, worksheets, or videos. File uploads can be connected later.
Quiz setup
Quiz question builder and grading will be added next. Keep quizzes in draft until grading is connected.