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.
WATCHPrefer one page with all twelve? Open the video library →
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.
