The Alliance U PRODcast

AllianceU Prodcast: Education, Sales Tips, Proven Results and Motivation

The AllianceU Prodcast Call is a weekly program geared to help you grow and improve in business. Through simple yet effective sales training, the Prodcast helps people get better results in as little time as possible. If you are looking for an opportunity to transform your business for the better, the Prodcast should be part of your weekly schedule. You will hear from people all over the United States and learn to understand the strategies they are using to help them be successful with clients. The Prodcast helps people learn how to keep improving and learning more about all the various products we offer clients from an array of our carrier partners. Special guests appear on the podcast regularly and includes guest that are the most successful agents with The Alliance. The Product podcast offers educational nuggets for new listeners and old. We hope you enjoy listening and keep coming back for more!

  1. APR 2

    Product Call - XCEL's Licensing Pathway - 04-02-2026

    Why XCEL Testing Is #1 for Insurance Pre-Licensing at The Alliance (Admin Portal, Reports, Study Tools)   Clay Mertes introduces XCEL Testing as The Alliance's preferred pre-licensing provider, citing the people, higher exam pass likelihood, and an easy-to-use technology system. XCEL's Mike and Omar explain they lead the industry in sending candidates to testing centers and maintain above-average pass rates, then walk through tools that help agents manage students: a new Alliance Resource Hub with downloadable PDFs (best practices, mentoring, calendars, how-to videos), and the Admin Portal for tracking enrollments, last login, detailed transcripts, and red flags like repeated quizzes or skipping content. They review daily tracking emails, custom reports that can be saved and scheduled, the "prepared to pass" status across three course parts, study calendars for finishing in 7–10 days, access-window extensions, state requirements pages, and instructor support for failed exams.   00:00 Welcome And Introductions 00:35 Why XCEL Testing Wins 02:10 Industry Leader Proof 03:21 Meet Omar And Setup 04:46 Resource Hub Overview 10:14 Admin Portal Access 11:56 Student Transcript Deep Dive 15:51 Using Data To Coach 19:39 Custom Reports Scheduling 24:00 Daily Progress Email Breakdown 26:48 Certificate Check Colors 28:04 Unlocking Full Question Bank 29:41 Finish Faster Remember More 31:12 Study Calendars Extensions 33:05 State Requirements Hub 36:15 Mentoring After Failed Exam 41:23 Why Access Window Floats 44:16 Student Resources Notes 45:06 Engagement Daily Report Habits 46:27 Manager Codes Hierarchy 50:54 Q&A Resource Hub Wrap 52:48 Final Thanks Closing

    54 min
4.4
out of 5
18 Ratings

About

The AllianceU Prodcast Call is a weekly program geared to help you grow and improve in business. Through simple yet effective sales training, the Prodcast helps people get better results in as little time as possible. If you are looking for an opportunity to transform your business for the better, the Prodcast should be part of your weekly schedule. You will hear from people all over the United States and learn to understand the strategies they are using to help them be successful with clients. The Prodcast helps people learn how to keep improving and learning more about all the various products we offer clients from an array of our carrier partners. Special guests appear on the podcast regularly and includes guest that are the most successful agents with The Alliance. The Product podcast offers educational nuggets for new listeners and old. We hope you enjoy listening and keep coming back for more!