Agent training
Life insurance agent training, from day one to your first dial.
Relae’s New Agent Path is a starter pack for new agents: your pre-licensing course, exam prep, sales training and a full CRM from day one, then leads and a dialer once you are licensed.
01 · The starter pack
Everything a new agent needs, in one place.
Pre-licensing course
Part of the New Agent Path, with your certificate handed in when you finish.
Exam prep
Study mode and test mode, then your state’s exam, fingerprints and license application, one step at a time.
Sales training
The full training library, voice-recorded script practice and objection drills.
The CRM
The complete sales CRM from day one, so your pipeline is ready before your license is.
Contracting
Contracting and carrier appointments tracked in-platform.
Leads and the dialer
Once you are licensed: outbound aged veteran leads, refilled every week. When you are contracted and ready to call, you move onto a dialing plan, and every number is checked before it rings.
Your pre-licensing course is part of the New Agent Path. The course provider bills for it directly, at a rate discounted through Relae, and that fee is separate from the New Agent Path. Relae makes no representation about earnings.
02 · Your state
Your state’s pre-licensing hours, exam and fees.
All 50 states and DC, every figure with its official source.
03 · Questions
Before you start.
Do I need a license to start?
No. That is what the New Agent Path is for. You join without a license, take the pre-licensing course that is part of the path, and Relae lays out every requirement between you and your first dial, one step at a time.
Is this insurance broker training?
Agents and brokers both need a state producer license to sell life insurance, and that license is what this path prepares you for. Some states, New York among them, also issue a separate broker license, which this path does not cover.
I am already licensed.
Skip the track. The licensed program puts you on a dialer with leads the day you join.
Start where you are.
You do not need a license to begin. Start the licensing track today.