Please read and agree to the agent acknowledgment to keep using the portal.
By creating or using an account on this portal, I acknowledge and agree:
1. Agency use only, confidential. Everything in this portal — training, scripts, quote and rate tools, commission information, carrier documents and all other materials — belongs to Essential Agency and is provided only for my use as an agent working with Essential Agency. I will not copy, screenshot, forward, post, sell or share any of it with anyone outside the agency.
2. Reference material, not compliance approval. The materials are general training and reference tools. They are not legal or compliance advice, and unless a document says so they have not been reviewed or approved by any carrier, CMS, or state department of insurance. Quotes, rates and benefit summaries are estimates; the carrier’s own quote, application and policy documents control.
3. I am responsible for my own compliance. I am solely responsible for how I use these materials and for following all federal and state insurance laws and regulations, carrier rules, and telemarketing, do-not-call, privacy and marketing rules, and for holding the licenses and appointments required for anything I sell. Before using any script or material with a client, I will make sure it is accurate, current, compliant and approved for my use.
4. My choice, my risk. If I use any material that is inaccurate, outdated or noncompliant, I do so by my own choice and at my own risk. Essential Agency, its owners, leaders and staff are not responsible for that use, and I agree to hold them harmless from any claim, fine or loss that results from it.
5. Access can end. My access may be monitored and may be removed at any time. My confidentiality obligations continue after my access ends.
Members only
Hand-picked talks to sharpen your skills, lift your mindset and grow your business. Press play before your power hour.
AI can make mistakes. Confirm carrier details in Training or with your leader.
A 3-minute guided tour of everything you'll use every day. Turn your sound on and tap play.
Find this video anytime on Home under Connect.
A private portal for the agents building something bigger. Your training, your team, your numbers and your vision, all in one place.
Next: commit to the Inner Circle Code.
Before you enter, read our code. This is who we are.
Only you can see your stats. They come from the monthly check-ins you send.
A one-time questionnaire so your leader can get to know you. Answer honestly and send it once. You can come back and update it any time.
Report the month you just finished, then set your goals for the month ahead.
It's with your leader. Build a life you love with vision.
Drag a lead to a new column to change its disposition. On a phone, use the Move menu on the card.
Only add people who asked to be contacted. No health details, SSNs or bank info in notes.
Rename one and every lead using it updates. They are only yours.
Pick one from the Copy message menu on any lead and it's copied for you with their first name filled in. Use {first} for the name and {when} for the appointment time.
Import a list from a spreadsheet: save it as CSV, then choose the file or paste it below. Columns it understands: name, phone, email, state, source, budget, timeline, notes. People already in your list (same phone or email) are skipped.
Your leader can see your business profile to help with contracting. Only you and your leader can see it.
You'll see a reminder on Home 60 days before anything expires, and again at 30.
Role-play uses Claude. The first time, you'll be asked to allow it. Practice sessions aren't saved, only your score.
To collect answers, open Share and invite each agent by email as an Editor. Each agent sees only their own answers. Everything appears here the moment they send.