Dashboard

Saturday, June 27

Margoyour servicing teammate

Good morning, Alex. You have 1 policy anniversary this month, 2 cases waiting on client signatures, and I followed up with 5 clients this week. I'll keep things moving — just tell me where you want to focus.

In-force policies

Annual commission

$41,050

Cases in pipeline

New service requests

Needs your attention

Maria Gonzalez

Add adult son as 50% contingent beneficiary.

James Sullivan

Wants to discuss adding a child rider.

Hannah Lindqvist

Confirm new monthly draft date after billing change.

Isabella Romano

Waiting on application signatures

Kevin Tran

Waiting on application signatures

Denise Whitfield

In underwriting — needs a status follow-up

Pipeline snapshot

16 active cases across stages

View pipeline

Introduced

Intake Invited

Intake Completed

HIPAA Requested

Application Signatures

In Underwriting

Approved

Content Library

Recently assigned to clients

Term vs. Whole Life: Which Is Right for You?

Sofia Reyes

Watched

What to Expect During Underwriting

Ethan Brooks

Not watched

Protecting Your Family on a Budget

Priya Nadkarni

Not watched

How Cash Value Builds in a Universal Policy

Marcus Webb

Watched

This month

Birthdays & policy anniversaries

Andre Dupont

Birthday

Jun 9

James Sullivan

Birthday

Jun 15

Angela Pierce

Birthday

Jun 25

Raymond Foster

Birthday

Jun 30

James Sullivan

Policy anniversary

Jun 30

Profile completion

72%

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