◆ Learning academy
Learn at your own pace.
Short, step-by-step guides for technology and insurance basics — separate tracks for agents and clients.
Technology basics
Browsers, email attachments, PDFs, signatures, portals and video calls.
- Interactive step tracking
- AI-guided help from the Technology Coach
Insurance education
Plain-language terminology, product concepts and preparing for reviews.
- Licensing education for agents
Browser · 6 min · all
Browser basics: tabs, bookmarks and downloads
Open sites, keep tabs organized and find files you download.
Email · 5 min · all
Email: sending and saving attachments
Attach a document to an email and save files people send you.
PDF & Documents · 7 min · all
PDFs: open, fill and sign
Fill in a PDF form and add a signature using free tools.
Portals · 6 min · agent
Carrier portals: logging in safely
Good habits for carrier and agency portals.
Licensing · 8 min · agent
Licensing vs. securities registration
Understand why insurance licenses and securities registrations are tracked separately.
Insurance Terms · 5 min · all
Insurance words made simple
Premium, deductible, beneficiary, rider — in plain language.
Product Education · 4 min · client
Preparing for a policy review
What to bring and what to ask in your annual review.
Portals · 3 min · all
Joining a video consultation
Test your camera and microphone before your meeting.