Agents and Advisor Solutions

Educate financial advisors and insurance agents on products and policies.

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Certification

Get real-time notifications that advisors have passed your training and received their automated certificates.

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Extended Enterprise Integration

Leverage integration with Salesforce CRM, as well as Single Sign On and our robust APIs.

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Powerful Analytics

Correlate training results with sales performance to calculate ROI.

Mindflash for Advisors and Agents

Educate financial advisors, brokers, insurance agents and other professionals on your products, policies and services, whenever, wherever their schedule allows, on any device. Track trainee progress in real time to ensure effective learning. Segment, automate and integrate large-scale training programs to reflect your unique channel strategy. Integration with Salesforce enables extended enterprise scalability and insightful reporting.

Product

Make advisor, broker and agent training a strategic force that drives your business. Create compelling courses, manage large-scale programs, and track business impact.

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