Onboarding hours included in every plan, a video library that maps to the actual Smart Agent record types, live workshops every Tuesday and Thursday, and the Smart Agent Certified Admin program for the folks who run your platform.
Onboarding
4hrs included
Month-to-Month & Small Agency
8hrs included
Growing Agency · 5–9 licenses
16hrs technical expert
Enterprise · 10+ licenses
Need more time? Additional support is $50/hour — billed only as you use it. See full pricing →
Self-Serve Library
Home, Accounts, Contacts, Policies, Insurance Products. The five tabs that hold 95% of your workflow — and the keyboard shortcuts that make them fast.
Walk through a real Medicare household scenario. Record types, required fields, the difference between an Account and a Contact, and why the model matters.
Four-part walkthrough of the Carrier Sync setup wizard. Authentication, field mapping for accounts & policies, status reconciliation, and the verification report.
Why SOA matters under CMS rules, how Smart Agent captures it, where it lives on the Policy record, and the one-click report that exports an SOA packet for any audit window.
Step-by-step on the record-triggered flow. DOB threshold logic, email template customization, follow-up cadence, and how to tune it for your states' regulations.
From a blank canvas to a six-panel dashboard. Report types, filter logic, dynamic date ranges, charts vs. tables, and sharing rules so your whole agency sees the same numbers.
Configure the three most common split types — full-cycle, renewal-only, and override-on-downline. Plus how to upload your first carrier commission statement.
RingCentral integration, dispositions on the Policy record, the SMS template library, and the one automation that reminds prospects 24 hours before their scheduled callback.
Walk through enabling MFA across your org, configuring CyberFin alerts, and setting up the retention rules for SOA, call recordings, and email activity.
A pragmatic intro to Salesforce Flow Builder, scoped to Smart Agent objects. Screen flows, record-triggered flows, scheduled flows, and platform-event flows — when to use which.
The Group → Employee record-type model, how the reimbursement structure maps, and the dashboard panel that keeps your employer renewals on the books year over year.
How to expose different fields to Individual vs. Business contacts, hide carrier-only fields from agents, and create a streamlined Quick Edit layout for AEP volume.
Showing 12 of 42 courses · Browse the full library →
Live This Month
Lead segmentation, dialer cadence, SOA hand-off, and the four reports to run every morning between Oct 15 and Dec 7.
Bring your half-finished automations and broken page layouts. We'll fix them on screen. No question too small.
For Controllers and back-office staff. We'll model three split scenarios live, upload a real carrier statement, and walk through expected-vs-actual recovery.
Mailchimp integration, branded templates, automated renewal reminders, and the cross-sell trigger every agency should have running before the new year.
Monthly open conversation with our CEO. Roadmap commitments, what we're hearing from FMOs, what we're not building (and why). Recording shared after.
Hosted by our COO. For ops leads at growing agencies — how to keep data clean, reports trustworthy, and your team running on shared dashboards.
Certification
Twelve courses, a hands-on lab in your sandbox, and a 90-minute proctored exam. Pass once — recertify every two years. Listed on your LinkedIn, our partner directory, and the Smart Agent admin community.
Resources
Searchable docs for every screen, every field, every workflow. The first place we point you when something doesn't make sense — and where 80% of 'support tickets' turn into a 90-second answer.
Browse the KBThe 119-page reference manual every new admin gets. Every record type, every profile, every flow type, every report. Print it. Highlight it. Keep it on your desk through the first AEP.
Download · 8.4 MBWhat shipped, what's behind a feature flag, what's coming next quarter. Updated the day a release goes live, with screenshots and the specific configuration to enable each capability.
Read v2026.3 notesWhere Smart Agent admins answer each other's questions in real time. Our engineers and customer success leads are in there too. The single best place to learn from agencies who've already solved your problem.
Join the SlackTuesdays at 11 CT for admins. Thursdays at 2 CT for sales-side workflow. Plus monthly Founder's Hour and quarterly release walkthroughs. Subscribe and never miss one.
Subscribe (iCal)For everything the docs don't cover. Email-based ticketing, included in your plan. Priority queue on Growing and Enterprise tiers. Average first-response under 2 business hours.
Open a ticketEvery 30-day trial includes the full course library, your first onboarding session, and a dedicated lead to make sure your team gets to "we use this every day" before the trial ends.