Monday, October 26
My Dashboard
Performance
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Est. earnings
$3,890
commission this week
Closing rate
32%
8 of 25 quotes sold
Premium sold
$4,320
4 policies this week
Conversations
12
today · 4 left to call
Avg. premium
$90
per month, per sale
Weekly premium goal
$4,320 of $7,500 · 58%
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{{coach.name}}Peach Coach · Sample
What went well
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What to fix
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Try next time
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My Day
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My Leads
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10leads
Active 4Waiting 2No reply 1Recycled 1Not scored 2
FEX/Term 4
IUL 0Annuity 0
Last contactedOct 22 · all 4
Lead sourcesManual · 4
My Quotes
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2/5Paid / Active · Submitted
5 submitted → 3 issued → 2 paid · 1 lapsed
Recently submitted
Riley ShowcaseCICA · FEX$101.00/mo
Avery SampleAetna / Accendo · FEX$142.00/mo
Top carrierCICA · 2 sold
Avg. premium$90/mo
My Book
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3to goal
6 days left
67%
retention · 1 lapsed
3
need follow-up
Pending1 · Transamerica $202.88/mo
Lapsed1 · Am. Amicable $39/mo
My Tasks
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4missed · next upcoming Nov 5
Aug 16Missed
Aug 17Missed
Aug 19Missed
Nov 5Upcoming
Upcoming4 in November
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