The Fundamentals plan gives your entire team the operating structure that powers every seat in a high-performing agency. Built for agencies up to 10 people, this plan includes complete training tracks across all critical functions and a manager dashboard to keep everyone aligned.

You’ll get access to comprehensive training in sales, retention, service, claims, and payments operations. Plus, direct coaching support through Ask the Coach so you can apply what you learn in real time.

What’s included:

• All Fundamentals training tracks (sales, retention, service, claims, payments, operations)
• Access for up to 10 team seats
• Manager dashboard to track team progress
• Ask the Coach support channel