Team Progressions

Team Progressions lay out the path to success for every team member following a structured, in-product journey that guides their path from aspiring life insurance agent to $1M+ producer.

By aligning each user with one of 11 growth stages—from “New” to “Net Licensed” and beyond—you can deliver the right expectations, coaching, and tools exactly when they’re needed.

Each team member is automatically assigned a Team Member Stage based on their activity, earnings, or admin input. Their stage determines:

As users progress through Stages, expectations are clear—helping them focus on what matters most.

Your Team Progression starts with the Lead pipeline for Recruits and includes five early stages:

Converted Recruiting leads become Team Members, and that’s when a individual Team Member profile is created.

WealthSmyth comes with a clear, motivational progression of milestones:

💡 Enterprise organizations can further customize early stages, such as Onboarding Week 1, Week 2, and Week 3.

New team members land on a simplified home page with a crystal-clear next step: finish their onboarding checklists.

"I knew exactly what I had to do next. The checklist walked me through getting licensed and booking my first appointments—without feeling overwhelmed.” — New Agent

Licensed producers land on a home page with a focus on production showing lead metrics, pre-sales appointments, case tracking, and payout visibility.

“The dashboard gave me a real sense of pre-sales momentum. I could see what I had going into underwriting and follow apps through to close and payout” — Individual Producer

Unlock leadership tools that make it easy to build a team or organization of any size and coach individually, by the numbers. With Taproots, Builders can drill into each team member’s business—seeing production pipeline and team building stats for a quick complete view of each team or individual's business.

“As I started mentoring others, WealthSmyth showed me who needed help and when. That made it way easier to be a good coach—and grow my income.” — Certified Trainer

WealthSmyth includes a feature called Taproots—a powerful tool for building your team strategically. With Taproots, you’ll visualize your team and can quickly drill down to see their business comprehensively for more productive coaching conversations tailored to each person, based on their stage of development.

Taprooting is the process of identifying a strong or promising team member and helping them grow their own team by focusing your efforts directly beneath them. Instead of spreading your support widely, you go “deep” by building a straight line of active, productive agents under that person. This creates stability, drives momentum, and helps lock in that leader by surrounding them with success.

Why go deep?

The Team Member Progressions turns ambiguity into action. Instead of generic onboarding or disconnected dashboards, every user sees a personalized journey—and knows exactly what comes next.

That means: