Dials in. Money out.
The activity tracker and commission ledger for agents who live on the phones. Log the day, watch the board, and know exactly what placed, what paid, and what is still at risk.
Accounts are set up by your agency manager.
The daily tracker, mid-shift. Every figure shown is sample data.
Three things, done properly
Most CRMs are built for a sales team selling software. This one is built around the way a life insurance agent actually earns: dials, submitted premium, and the advance that follows.
Track the activity
One tap per dial, with milestones every 25 and a live pace ribbon that shows the hour you stalled and the block you were hottest. Contacts, appointments, presentations and sales sit right underneath.
Follow the money
A private book of business with advance estimates, draft dates and chargeback schedules per carrier. See what issued, what cleared, and how much advance is still at risk before a statement tells you.
Keep the team honest
A shared leaderboard on sales and submitted premium, a roster that surfaces whoever has gone quiet, and one announcement every agent sees. Managers get the picture without asking for it.
A board that says where you stand
Standings for the day, the week or the month — with your own rank, your gap to the next place, and which direction you moved since last period called out before the podium.
It never asks for client data
No names, no dates of birth, no addresses, no payment details — by design, not by policy. Policies are logged by number or initials, and the app says so at the point of entry.
Your book of business stays private to you. Only monthly issue-paid and chargeback totals reach the shared board, so a manager sees production without ever seeing a client.
Twelve tools, one login
No add-ons and no upgrade prompts — every agent gets the whole thing.
Ready to log today?
Sign in and pick up where you left off. Your streak is waiting.