Getting Started
Getting started with Agency Builder is free for new agents.
Everyone signing up for the first time is set up in our "free" plan. You can easily upgrade when you're ready!
It will help you to become familiar with your new business and provide links and help along the way.
Free Access includes:
- First 10 and 45 days are critical - We will help help you through the first 10 days and first 45 days, track your progress and help you stay on top of your business.
- Studying and Licensing - We will guide you through the licensing process with links to Boot Camps, videos and other tools.
- Prospects - Maintain your prospects, when you call them and when you need to call them again - Follow up is Key!
- Book Meetings - Calendly integration - You can book a meeting using your calendly link and book your trainer as well connecting to their calendly
- Register BPM Guests - Inviting to the Business Presentation Meeting is a great way to introduce people to your business
- Sign in to Training - Keep track of the training you attend. You may have team training, office training or training webinars.
Here's a sample of the main dashboard so far! Still some work to be done but we are getting there!