Training videos

Introducing the next level of innovation in a company of innovators

Real time metrics across 100+ carriers and agent ranking across our entire agent force.
features

ReaganAI - for a next level world

A reporting tool that helps you track your business.
Visit Reagan
Visit Reagan
Dashboard
The Dashboard allows you to view rankings, YTD issued premium and apps, and placement percentages. It also gives you access to metrics which analyze your carriers, monthly applications, and applications by state. All of this is ready and available in your Agent Portal.
Business
The Book of Business tool allows you to view and track all of your business and your downline’s business across 100+ carriers. This tool is easy to use and includes customizable filters for easy sorting. You can even download production reports.
Tools
Don’t miss out on all the amazing business tools ReaganAI has to offer. These tools include a no charge CSG quoting tool, Leads, an Onboarding Portal and a Turning 65 Tracker. Recruit agents using our Onboarding Portal and remarket to past clients with the handy Turning 65 Tracker.
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training

Reagan Training

This library consists of step by step training videos on how to use the tools in ReaganAI. Updated frequently.

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faq

Frequently Asked Questions

How do I reset my password?

To reset your password, click the ‘Forgot your password?’ link on the login page. Enter your username and click ‘Email Reset Link.’

What if I don't know my username?

To find your username, click the ‘Forgot your password?’ link on the login page. Then click the ‘Forgot Username’ link. Enter your first and last name only along with your email address and click ‘Email Reset Link.’

Why do I have to input a security code when I login?

Two-factor authentication adds an extra layer of security to your account which prevents someone from logging in; even if they have access to your password.

Having trouble logging in?

Make sure you are going directly to reaganai.com and clicking on the ‘Login to Reagan’ button at top right. Do not use an old password reset link as these become inactive after use.

How do I update my email address?

To update the email address associated with your account, log into ReaganAI, click your name at the top right of the page, and select ‘Account.’ From there, click the ‘Edit’ button to update your email address and/or password. Click ‘Save’ when finished.

Why am I missing production from my book of business?

There are a few reasons why you might be missing production.

  • We are at the carriers’ discretion as to the frequency at which we receive the reports. Some carriers send us data on a daily basis, others send data weekly or monthly.
  • Not all of your contracts are under the HFG umbrella.
  • If you believe that your case does not fall under the first two options, please reach out to our Helpdesk and we will gladly look into the issue.
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