The Training Academy, modules, lessons and hiding what doesn't apply
Modules and lessons your agents work through, with attachments. You don't start from an empty library: hide what doesn't apply to your agency rather than rebuilding, and add your own on top.
Who this is for
Whoever owns training. Agents consume it; they don't edit it.
Hide, don't rebuild
The library ships with content. When a module doesn't fit your agency (a product you don't write, a process you do differently) hide it rather than deleting or recreating the whole set. Hiding is per-agency, so it changes what YOUR agents see without touching anyone else's library.
The instinct to start clean and author everything is expensive and usually produces less than the shipped set within a month.
A lesson is content plus attachments
Each lesson can carry a video, written content, and attachments, an enrollment PDF, a back-office link, whatever a rep needs to hand while they're working. Attachments are labelled, so 'Enrollment PDF' beats a bare URL that nobody clicks because they can't tell what it is.
Order is what makes it a curriculum
Modules and lessons are explicitly ordered. That ordering IS the training plan. It's what a new agent works down. If everything is at the same level with no sequence, you have a reference library, which is a fine thing to have but won't onboard anyone.
Where it sits in onboarding
The Academy is step 5 of the recruiting path, after licensing and E&O and before the script test. That placement is deliberate: training someone who might not pass their exam wastes the training, and testing someone who hasn't trained wastes the test.
How to check it worked
- Open the Academy as a rep would (not the admin view) and confirm the hidden modules are gone and the order reads as a sensible path.
- Open one lesson's attachments and confirm every link resolves. A dead back-office link is discovered by a new agent at the worst moment.
Common mistakes
- Rebuilding the library from scratch instead of hiding what doesn't apply.
- Unlabelled attachments, which reps don't open because they can't tell what they are.
- No deliberate ordering, which turns a curriculum into a pile.
- Letting a module go stale after a carrier or process change, training that's wrong is worse than training that's missing, because people act on it.
Related
Where this lives in the app
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