From Day One to Top Producer
NewGen's training system is built to turn beginners into confident professionals — and experienced agents into leaders.
The 4-Phase Training Path
A clear, structured journey from license to leadership.
Pre-Licensing Support
Not licensed yet? No problem. We guide you through the exam prep process, connect you with approved study resources, and support you every step of the way to passing your state license.
- Study material recommendations
- Mock exams and practice tests
- Licensing process walkthrough
New Agent Onboarding
Once licensed, you'll go through our structured onboarding program — learning the products, the tools, and how to have your first client conversations with confidence.
- Product knowledge training (life & annuity)
- Sales script and conversation frameworks
- CRM and quoting tool setup
Field Training & Mentorship
Pair with an experienced mentor for live client meetings and ride-alongs. Learn by doing — with real cases, real feedback, and real results.
- 1-on-1 mentor assignment
- Joint client appointments
- Weekly debrief and coaching sessions
Advanced & Leadership Development
As you grow, so does your training. Advanced product training, marketing strategies, and a leadership development track to help you build and manage your own team.
- Advanced product certifications
- Team building and recruitment skills
- Management and override income training
Tools We Give You
You focus on clients — we handle the rest.
Agent Dashboard
A dedicated platform to manage clients, track policies, and run illustrations — all in one place.
Resource Library
Scripts, presentation decks, product guides, and marketing materials ready to use.
Back-Office Support
Our operations team handles underwriting follow-ups and carrier communication so you can focus on clients.
20+ Carrier Access
Quote and compare products from over 20 top-rated carriers instantly.