Measuring your agents and advisors' long-term success beyond buying or selling a book of business ensures that your assets are protected and ready for growth.

One on One Support
A real, live person to help you and your team.
Phone or web access to a dedicated Customer Success Manager to answer your team's questions and help them with any concerns.
We can help your agents or advisors set up their account, fill in their profile, connect with other potential partners, and answer any other questions to help them achieve their goals.
Regular Reporting
The regular check-in to keep you on track.
Scheduled, pre-defined reporting to your team managers to highlight your agents and advisors' goals, career paths, and platform usage. 
Our insights and recommendations will provide you with actionable items to keep your team moving forward.

 

Advisor Nurturing
Sometimes we all need a little extra help. 
Your dedicated Customer Success Manager personally reviews the activity of each agent and advisor to track their interests, goals, and completion of their individual objectives. 
We nurture their journey by offering tips, advice, and recommendations on the best way to use the platform to achieve their goals.