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Good to have you back. Everything's right where you left off.
Your month
Road to target
Sell
Book an appointment
Pick the meeting type. The right calendar loads below.
Sell
Service requests
Submit a request for a client, then track it here through to done.
ID cards, MBI updates, cancellations, claims and more.
Sell
New business
Submit a sold policy. It lands on the client's CRM record and notifies the back office automatically.
New business submitted
Sell
Med Supp tracker
Part D enrollments & MBI crossovers for your Med Supp clients.
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Measure
Reporting & analytics
Your sales numbers, updated live from the master sheet.
Revenue Over Time
Commission (FYC) by month · dashed line = $20k/month goal
% Revenue by Product
Share of commission (FYC) each product drives
Production by Rep
Each rep's output for the selected range · click any column to sort · team totals at the bottom
Applications by Product Type
# of policies sold per product
Revenue by Product Type
Commission (FYC) per product
Revenue by Carrier
Top commission sources by carrier
Avg Commission per Policy, by Product
Which products pay the most each
Revenue per Client, by Month
First-year value of each Medicare client (plan + their ancillary), by the month they bought their Medicare plan · dashed line = $1.2k target
Revenue per Product, by Month
Commission (FYC) each product drove per month · click a legend item to toggle a line
Product Mix
Policy share, by count · respects the range & rep filters
Total Production by State
Share of commission (FYC) by state · hover for exact revenue
Average FYC by State
First-year value per Medicare client, by state · highest to lowest
Med Supp vs MA by State
Core policy mix per state · click any column to sort
Earn
Commissions
Your commission tier and posted statements.
Calculating…
Incentive schedule
Bonuses on top of your commission. Monthly is paid each month you hit the level; quarterly is paid once per quarter you sustain it.
Statements
Grow
Agent Arsenal
Templates, scripts & resources you can open anytime.
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Grow
Processes
Every SOP in one place — live from the process sheet, organized the way you work.
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Grow
Medicare Sales Advisor Onboarding
Let's get you started. Work through each section at your own pace.
Overall progress
Grow
Training
Choose a section to begin.
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Manage
Service pipeline
Every agent's service tickets and claims in one place — pick a pipeline, then drag a card (or open it) to move it through the stages. Agents see status changes on their portal.
Manage
Business Analytics
Team sales, appointments, commission reconciliation and daily KPI pacing, live from the master sheet.
Revenue, product mix, production by rep and client value.
Appointments Set
Counted by Set Date · dashed line = target of 10/day
Appointments by Source
Who set the appointment
Cost per Appointment
Ad spend ÷ appointments set (and ÷ shown), per day
Upcoming Appointments
By Appointment Date · next 30 days · cancelled excluded
Outcome Breakdown
All appointments past their date
Show Rate by Source
Showed ÷ should-have-happened
Dials by Rep
Dials per day, per rep · from the "dials" tab
Shows by Rep
Showed appointments per day, per rep
Show Rate by Day
Showed ÷ due, per day appointment was scheduled
Shows vs Clients Sold
Showed appointments vs unique clients sold (by Date Sold) per rep
Show Rate Definition
How the headline number is computed
Denominator = every appointment whose Appointment Date is in the past (i.e. it "should have happened"). Future appointments are excluded until their date passes. The Show Rate by Day/Week chart applies this same rule within each time bucket; periods with no due appointments are left blank.
Collection Rate by Carrier
Received ÷ booked FYC per carrier · sorted worst first
A/R Aging
Outstanding $ by days past effective date, stacked by age bucket
Reconciliation by Carrier
Booked vs received per carrier · click any column to sort · totals at the bottom
Outstanding Payments Worklist
Every policy where received ≠ booked FYC · rows tinted red are 60+ days past effective — chase these first
Targets and Pace Rule
What each tile is measured against
Definitions
How each number is computed
Cost / Appointment = that spend ÷ appointments set this month (by Set Date).
Show Rate = Showed ÷ (Showed + No-show + Cancelled) for appointments dated this month that are already past. Same rule as the Appointment Analytics headline.
Revenue / Client = first-year commission (FYC) on every policy for Medicare clients whose first core plan (Med Supp G/N or MAPD) sold this month, ÷ those clients. Same rule as the Sales Analytics card.
Manage
Manager hub
Add users, manage agents, post announcements, and track onboarding progress.
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