One library. Three ways in.
Every plan includes the federal compliance library, instant search, and the Ask ADV assistant.
Starter
One line of business, fully trained.
- 1 LOB module (e.g. Collections)
- Up to 30 user seats
- Instant local search + Ask ADV assistant
- Federal compliance library included
- Quarterly content updates
Professional
Every LOB, plus your own material.
- All LOB modules (Collections, CS & Lending, Mortgage)
- Up to 150 user seats
- Custom content: add your own playbooks & scripts
- Real-call scenario training library
- Optional add-on: the Bhagavad Gita ‘Better Being’ track
- Usage analytics for your training leads
- Monthly content updates
Enterprise
White-label it. Make it yours.
- Custom user seats
- White-label branding & custom domain
- The Bhagavad Gita ‘Better Being’ track included
- SSO / server-side authentication
- Dedicated content team & SLAs
- Client-specific modules authored for you
- Priority support & onboarding
Seat counts are active agent logins per month. Annual billing: two months free. Prices in USD.
Questions, answered
How is usage billed?
Plans are flat monthly fees up to the seat limit. Portal usage (visits, searches, topic opens) is tracked per client, so overages and true-ups are based on real engagement data you can see.
Can we add our own content?
Yes — Professional and Enterprise plans let your training leads add custom playbooks, escalation matrices, and client-specific scripts directly in the portal, alongside the core library.
Is the content legal advice?
No. The library is operational training material and requires review by your legal counsel before live agent use.
What does onboarding look like?
We register your company, generate your access credentials, and your team can be searching the full library the same day. Enterprise onboarding includes white-labeling and SSO setup.
Want to see the rules before you buy? Read our free compliance guides, or talk to us about a tailored proposal.