Training & Mentorship
At Sunshine Life & Health Advisors, we give agents more than contracts — we give them a complete ecosystem for growth. Our platform is built to simplify your business, streamline your workflow, and help you close more sales with less stress.
Whether you’re an independent agent, part of a team, or managing a sub-agency, our tools are designed to help you work smarter, sell faster, and earn more.
All-in-One Agent Platform
Our technology and support systems are built around what agents need most: speed, visibility, and results.
Agent Portal
Your central dashboard for everything — from leads to policies.
- Real-time access to applications, policies, and commission tracking.
- Automated carrier updates and notifications.
- One-click access to forms, marketing materials, and training.
CRM & Lead Management
Stay organized and close deals efficiently.
- Integrated CRM to track clients, renewals, and follow-ups
- Lead distribution and pipeline tracking tools.
- Notes, reminders, and activity logs for accountability.
- Tag clients by status (new, renewal, policy change, pending).
Training & Certification Center
Education is the foundation of success.
- Step-by-step licensing and carrier certification guidance.
- ACA and Medicare training videos and webinars.
- On-demand product knowledge library.
- Weekly agent workshops and mentorship sessions.
Marketing Automation Tools
We make it easy to market yourself like a pro — no tech skills required.
- Pre-designed bilingual email templates and social media posts.
- Access to co-branded ads and digital campaigns.
- Personalized landing pages for ACA, Medicare, and Life Insurance.
- Integration with Google, Meta, and YouTube campaigns.
Commission & Contracting Management
Complete transparency, every step of the way.
- Real-time commission reporting and payout visibility.
- Hierarchy tracking for sub-agencies and downlines.
- Secure document upload for compliance and contracting.
- No hidden fees — 100% of your commissions, always.
Bilingual Support & Community
Because our agents serve diverse communities, so do we.
- English and Spanish support across all departments.
- Dedicated contracting, compliance, and marketing teams.
- Private online community for peer learning and collaboration.
Built for Independent Agents and Agencies
Our platform isn’t one-size-fits-all — it’s built to fit your business model.
| AGENT TYPE | HOW WE HELP |
|---|---|
| New Agents | Licensing guidance, mentorship, and lead generation. |
| Experienced Producers | Multi-state contracting, CRM automation, and high-tier commissions. |
| Sub-Agencies | Override structure, recruiting tools, and reporting dashboards. |
Your Growth Advantage
Partnering with Sunshine means you’re never working alone.
- Access to national carriers across ACA, Medicare, and Life Insurance.
- Custom onboarding for your team and sub-agents.
- Weekly performance reviews and strategy sessions.
- Ongoing marketing and operational support.
You focus on selling. We handle the rest.
Frequently Asked Questions
Do I need to be tech-savvy to use the platform?
Not at all. Our system is user-friendly and comes with training videos, walkthroughs, and live support.
Is there a cost to access the tools?
No. Access to our agent portal, CRM, and support tools is included once you’re contracted.
Can I integrate my own CRM or marketing system?
Yes. Our platform connects with popular systems through API integrations.
Do you provide leads through the platform?
Yes. We distribute inbound and digital leads based on agent performance and availability.
Can sub-agencies access performance data for their team?
Absolutely. You’ll have full visibility of production, commissions, and agent activity.
See the Platform in Action
We’ll walk you through how Sunshine’s platform helps agents generate more leads, simplify sales, and scale their income.
