WealthSmyth

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WealthSmyth Overview

Getting Started

Step-by-step guides for agency operations — so agents always know what to do next.

Agency Operations

Master the art of building a high-converting lead funnel for life and annuities. Learn how to generate, qualify, and convert leads systematically — from warm networks to paid lists — so you can grow your business without burning out or breaking the bank.

Filling the Funnel

Get licensed to sell life insurance and annuities

Licensing

Recommended reading for financial pros and clients

Books

Explore and build ready-to-use integrations from Distributors, Carriers, and Insurtechs

Integrations

Learn how to manage your WealthSmyth account. 

Settings & Billing 

Release Notes

A private collection of docs for GFI teams.

Global Financial Impact

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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