All-time numbers
Premium written, last 6 months
Which lead sources are working
Add a lead
Your pipeline
Log a sale
Sales history
Power dialer
Pick who to call and press Start. Tap Call to ring the lead from your phone; when they pick up you’re live and can sell. Log how it went and the next lead loads right away. Follow Do Not Call and consent rules when you dial.
Add leads in bulk
One per line: name, phone, age (age is optional). Paste from a sheet if you have one.
Lead pool
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Leads matching your filters
0/100
You grabbed this hour
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Allowance resets in
Pick a state and an age range, then grab. States with leads in the pool right now (tap one to select it):
Each agent can grab up to 100 leads per hour. The hour starts when you grab your first lead.
My leads
My Google Sheet
Save your sheet link here. Press Copy, then paste into your sheet. The page can’t write into Google Sheets on its own.
Admin: add leads to the pool
One per line: name, phone, age, state (two-letter code like MI). Copy rows straight from a Google Sheet and paste them here.
Quote toolkit
Enter the client, then type in each company’s monthly quote from its portal. Rates aren’t built in, so every number comes from a real quote you pulled.
Every company
Rate table
No rates loaded yet.
Admin: paste rates from the carrier rate sheets, one row per age range: company, product, tobacco (Yes, No, or Any), min age, max age, monthly rate per $1,000 of coverage, monthly policy fee (optional). Product names must match the Product list above.
Announcement
Shows at the top of everyone’s dashboard until you clear it.
Access requests
People who open the site ask for access here. Approve with their comp %, or decline.
Agents and comp
Each agent’s commission % is set by you and locked on their sale form.