The
ONBOARDING
AI onboarding · Universal Vault · Built for admins
The Onboarding System
New agents get set up automatically, land inside a vault of ready-to-work leads, and stay under your control the whole way.
Agents are ready before you lift a finger
The moment an agent signs up, their login is created, their access window starts, and they’re guided straight to their leads. Reminders go out before access expires, so nobody falls through the cracks.
Every lead and tool in one place
Gold Mine and Silver Mine lead lists, Veteran and Widow lead types, and sale recording all live behind a single login. Agents work the list, log the sale, and move to the next call.
Full control without the busywork
See every registered agent, their role, and how much access they have left. Extend or remove access in a click, and keep agents locked to exactly the screens they need.
No setup calls and no manual account creation. Signing up is the only step an agent takes.
01
Fill out one short form. That’s all an agent needs to do to get started.
02
Your account is provisioned on its own, with your access timer already running and your permissions set.
03
Your leads are waiting. Call from the list, record each sale, and watch your premium totals climb.
Agents get a focused workspace with nothing in the way: the leads, the tools to close them, and a live view of their own results.
Admin Tools sit in their own folder, out of your agents’ way. You decide who gets in, for how long, and what they can see.
Create your account, let the onboarding run itself, and put your team to work in the Vault.