Onboarding hours included in every plan, and a How-To video library that maps to the actual Smart Agent record types.
How-To Video Series
All four contact record types — Individual, Agent, Business, and Personal.
WATCHAll four account record types — Household step by step, then Agency, Carrier, and Business.
WATCHCreate carrier products, then manage the Product Type picklist from Setup.
WATCHIndividual, Group, and Employee policies — the core records in Smart Agent.
WATCHReport Builder basics plus the five ready-made reports every agency needs.
WATCHBuild a dashboard from your reports — widgets, chart types, and layout, step by step.
WATCHAdd, remove, and reorder the tabs in your navigation bar.
WATCHCreate, filter, choose columns, and clone — step by step in the Policies tab.
WATCHCustomize record pages in the Lightning App Builder — related lists, fields, and sections.
WATCHAdd and configure related lists in the Classic editor — plus the Lightning route.
WATCHFull screen recording — email from a contact record end to end.
WATCHShare your intake form link, watch the client fill it out and sign the SOA, transfer it into real records — and email the link out from a template.
WATCHFill in the agent section of a signed intake and generate the completed SOA PDF.
WATCHMove every account from an inactive user to a new owner in one pass with Mass Transfer Records.
WATCHPrefer one page with all fourteen? Open the video library →
Create every contact type (Individual, Agent, Business, Personal) and account type (Household, Agency, Carrier, Business).
READAdd carrier products and manage the Product Type picklist.
READCreate Individual, Group, and Employee policies.
READComplete the agent section of the SOA, download the signed SOA, and transfer an intake to real records.
READBuild a report from scratch, plus six reports every agency needs.
READTurn your reports into a dashboard, with recommended components.
READCreate list views, add filters, and choose the columns they show.
READChoose which fields, sections, and buttons appear on a record page.
READMake sure every Smart Agent profile sees the right layout for each record type.
READChoose which related lists appear on a record and which columns they show.
READAdd a field and make it show on the page, edit picklist values, rename labels and create record types.
READAdd, remove, and reorder navigation tabs, and create custom tabs.
READEmail clients from a contact record and build reusable templates.
READCreate Lightning email templates with merge fields and use them from a contact record.
READFlow types explained, plus Turning 65 reminders and a Policy In-Force thank-you email.
READCreate, assign and follow up on tasks, set up recurring tasks, and automate a set of tasks.
READMove accounts, their related records, and tasks from one user to another.
READGive a new user their Salesforce and Smart Agent licenses, and move licenses from someone who has left to the person replacing them.
READSync agents' Outlook or Gmail email and calendar to Salesforce automatically.
READWhat to know before setting up DKIM so your outbound email authenticates.
READConnect Salesforce Authenticator, reset it, and move it to a new phone.
READFind your largest files and clear out the ones you no longer need.
READPrefer one PDF with every guide? Open the Complete Guide →
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 →
Every 30-day trial includes the full video 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.
