01
AML training
Complete your anti-money laundering training in SureLC and save the certificate.
KAIZEN AGENCIES
Command Center
Learn. Execute. Improve. Scale.
KAIZEN HQ · THE SCHOOL TO GET PAID
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.
THE KAIZEN WAYDiscipline creates freedom.
Master the process. Protect what you build. Grow through consistent action.
YOUR OPERATING SYSTEM
Everything you need to grow
↗PLANNEDSales CenterDaily activity, sales entry and performance.In development
▣PLANNEDBook of BusinessPolicies, client follow-ups and retention.In development
◈PLANNEDProfit CenterLead costs, commissions and actual cash flow.In development
⌁PLANNEDLead CenterApproved vendors, spending and lead ROI.In development
ONBOARDING PULSEConnected to saved onboarding progress
Agents in system—Visible to your account
Onboarding in progress—Based on saved checklist progress
Ready for verification—All checklist steps completed
Verified onboarding—Administrator-confirmed
AGENT PROGRESS
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… | ||
GET STARTED
Learning path
AVAILABLE NOW
Contracting tutorials
Contracting videos live in Onboarding, separate from the sales Academy.
✓ AML Training 0:58
✓ E&O Insurance 2:02
✓ NLC Contract Requests 3:32
THE KAIZEN STANDARD
From licensed to first sale
Complete onboarding, verify your carrier approvals, learn the process, and put the training into action. Only available training materials appear 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… | ||
KAIZEN AGENCIES · 改善 · THE PATH OF IMPROVEMENT
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.
YOUR PRE-LAUNCH LEARNING PATHSCROLL TO EXPLORE ↓
Search lessons, videos, and training documents. Select a result to jump to it.
改善 Built together. Better every day.Keep practicing. Keep improving.
KAIZEN · NEW AGENT SETUP
Get contracted. Start here.
Watch these three short walkthroughs in order. Complete each step in the secure portal shown in the video.
02
E&O insurance
Follow the walkthrough to obtain or upload the required E&O certificate.
03
NLC carrier contracting
Submit your assigned carrier requests and check for approval updates.
Finished the videos and setup?
Tell your onboarding admin. Do not submit business until your license, carrier appointment/authorization, and agency readiness are confirmed.
Checking admin verification…
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.