Everything you need to know about using Agency Pulse, from your first signup to managing every part of your business.
Sign up, set up your account, and get oriented on day one.
How to invite admins, accept invites, and manage who can act on your account.
Your daily landing screen, goal tracking, and the home dashboard.
Log dials, presentations, appointments, and track your daily activity.
How your activity score is calculated and what it tells you about your pace.
Logging sales, tracking the underwriting pipeline, and managing in-force policies.
The licensing pipeline, exam tracking, and onboarding milestones.
How leaderboards work and what they measure across your team.
Scripts, decks, and shared agency materials.
All the analytics surfaces and what each metric is telling you.
What pattern insights detect and how to act on them.
Plan and billing, profile, admin grants, and platform settings.