Team Hub

Welcome, Grandmaster

I'm so glad you're here. This hub is your home base: where to find your training, our team calendar, your next rank and the wins we celebrate together. Every great player started as a pawn. Let's keep moving forward, one move at a time.

Level Up. Lead. Legacy.

Sharpen Your Game

Training & Resources

Quick links to the tools you use every day. Internal materials stay in our secure team systems.

Training

New Agent Training

Your step-by-step foundation.

Open → Training

Product Training

Know your products inside and out.

Open → Sales

Scripts & Process

The call flow and appointment process.

Open → Recordings

Meeting Replays

Missed a meeting? Catch up here.

Open → Tools

Checkmate Agent Portal

Your CRM, leads, training, and payouts in one place.

Leadership Library

Books and resources to grow as a leader.

Open →

Recognition

Wins of the Week

Production, not income

Top Producer

Agent Name

$00K

Issued this week

Rank Up

Agent Name

Apprentice

New rank earned

First Policy

Agent Name

Welcome!

First move on the board

Stay Connected

Team Calendar

Team meetings, birthdays, and announcements, all in one place.

Team Meetings Birthdays Announcements

Calendar coming soon

MeetingTeam MeetingDate & time TBD
BirthdayAgent NameDate TBD
AnnouncementAnnouncement titleDate TBD

Who to Call

Key Contacts

Karen Paczkowski

Team Leader email@placeholder.com

Contact Name

Contracting & Licensing email@placeholder.com

Contact Name

Training & Support email@placeholder.com

New Agents

Onboarding Checklist

Your first moves on the board. Tap each item as you complete it (checkmarks are just for you and aren't saved).

Complete your contracting paperworkPlaceholder: details and link go here.
Get licensed (or confirm your license)Placeholder: pre-licensing course and exam info.
Set up your systems & accountsPlaceholder: CRM, dialer, email, and calendar.
Complete new agent trainingPlaceholder: product and sales process training.
Join the team chat & meeting calendarPlaceholder: where to connect with the team.
Write your first policyYour first move as a Grandmaster.

Levels & Progression

The Rank Path

Your rank is based on your issued business production. Here's where every move takes you.

Novice
$0–$49K
Just Getting Started
Apprentice
$50K
Building Knowledge & Skills
Advanced
$100K
Growing Confidence & Impact
Expert
$250K
Leading & Inspiring Others
Master
$500K
Consistent Excellence & Results
Grandmaster
$1M+
Elite Leader & Legacy Builder

How to Level Up

Your Next Move

Know Your Number

Track your issued business each week and know exactly how far you are from your next rank.

Show Up & Stay Coachable

Attend team meetings and trainings, ask for feedback, and put it into action. Check the team calendar for meetings, birthdays, and announcements.

III

Grow the Team

Know someone coachable and hungry to grow? Invite them to join Grandmasters. Share our agent page (or our manager page if they already lead a team) so they can learn more and apply.

Our Biggest Recognition Milestone

Grandmaster Graduation

Reach $1M+ in issued business and you graduate to Grandmaster. You'll be honored in front of the team and receive:

The Grandmaster BlazerBlack with gold trim and the full Grandmasters crest.
The Graduation StoleReading “Legacy” and “Leadership.”
The Grandmaster CertificateRecognizing the highest level of excellence.

The Blazer Program

Wear Your Rank

Every rank wears its patch. As you level up, your sleeve patch changes to the piece you've earned.

FrontCheckmate knight embroidered on the chest.
SleeveYour current rank patch.
BackThe Grandmasters crest.
OrderingDetails on sizing and ordering coming soon.

“We don't just play the game,
we master it for life.”