Top Producer
DASHBOARD
Your Daily Command Center
Welcome back!
Today
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Conversion Rates & Activity
Daily Dials
0
Next milestone: 25
Talk Time
0 Hr(s) & 0 Min(s) & 0 Sec(s)
Manual Log Entry
| Date | Type | Notes | Amount |
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Post a Sale
Choose quick sale or full client sale before posting.
to
Key:
Paid
Approved
Pending
Negative
Cancelled
| Date | Client / Notes | AP Amount | Status |
|---|
Take a photo of a filled-out worksheet to auto-fill. AI may misread handwriting - always review & edit before saving.
Client Information
Backdate this to log a previous sale - it controls which day it's recorded under.
Primary Beneficiary
Medical Information
Financial Inventory
The Golden Question:
"Do you have anything that acts like life insurance when you die?"
Financial Assets
Add Asset
Quote Comparisons(required when posting a sale)
Quotes (click checkmark to select chosen policy *)
Add Quote
Payment Information
Only the payment method is stored. Do not enter bank, card, or account numbers.
Policy Details
Lead Information
Commission Estimate(required when posting a sale)
Projected Pay Calculator
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×
Projected Pay: $0
Formula: AP × Comp Rate × Advance Rate
Phone Script
Keep your pitch sharp. Saved automatically.
Leaderboard
See where you stack up today.
| Rank | Agent | Dials | Contacts | Appts | Sales | Score |
|---|
Deposits
Track commission deposits as they land.
$0
This Week
$0
This Month
$0
All Time
Monthly Deposits
| Date | Notes | Amount |
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Leads
Your working pipeline.
| Name | Phone | Source | Status | Follow-Up |
|---|
Performance Analytics
Personal Bests (your best week ever, by category)
Activity Breakdown
Daily Trends
Talk Time Trend
Activity Heatmap (last 12 months)
Less More
Where The Money Is Made
Numbers That Tell You What To Do Next
Conversion Ratios
Income & Deposits
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Total Income
$0
Total Deposits
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Policies Sold
Activity-to-Income Ratio (last 90 days)
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per Dial
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per Contact
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per Appointment
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per Hour Worked
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Persistency
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Gross AP
$0
Charged Back
$0
Net AP
At-Risk Policies (sold within last 12 months, not yet chargedback)
| Client / Notes | Carrier | AP | Sale Date | Policy Age | Risk |
|---|
Log a Chargeback
Confirmed Chargebacks
| Client | Carrier | AP | Sale Date | CB Date | Reason |
|---|
Hustle Score
Your effort, quantified.
0Today
Start logging to build your score
Score Formula
Weekly Hustle Score History
Issue Paid
Track policies from issue to paid.
| Client | Carrier | AP | Status |
|---|
Debt Management
Keep tabs on business-related debt.
$0
Total Balance
$0
Total Min Payments
| Creditor | Balance | Min Payment | Notes |
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Settings
Daily Goals
Profile
Appearance
Security
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Data
Export, back up, restore, or clear your tracked data.
Cloud Sync
Syncing as
Changes here automatically sync to your other signed-in devices.