Welcome back,
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.
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
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 filter
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
Manage
Service pipeline
Every agent's service tickets in one place — drag a card (or open it) to move it through the pipeline. Agents see status changes on their portal.
Manage
Manager hub
Add users, manage agents, post announcements, and track onboarding progress.
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