From 0 of 0 Book of Business clients with enough info to calculate commission — plus $0 more not yet scheduled (no effective date set). Open Comp Calculator →
7-day rolling average AP — smooths daily noise so you can see the real direction.
Team Leaderboard
Live from our Discord submissions. Switch daily, weekly, or monthly and click any name to see the policies behind their number.
Whole-team AP by month — growth over time, not just today.
Wall of Fame
The all-time records for the whole team — permanent, until someone beats them.
Book of Business
A private, running ledger of your own clients — visible only to you. Log each policy as you write it; it's saved here for as long as you need it. Want to run the numbers on a sale before you log it? Open Comp Calculator →
% of your Approved policies still Active at each age — set a policy's persistency in the table below once it lapses or gets cancelled.
Already keep a book in Google Sheets or Excel? Export it as a .csv or .xlsx and upload it here — it'll merge straight into the list below. Common column names (Name, DOB, Carrier, Premium, Coverage, Policy #, Status, Effective Date, Family, Notes) are recognized automatically.
Only .csv, .xlsx, or .xls files are accepted — nothing else will upload.
Comp Calculator
What your sales actually pay — by carrier, product, age, and rating class.
Helpful Resources
Everything's grouped by when you'd actually reach for it — mid-call reference, training to get better, or general materials.
Quick-reference tools for while you're actually on the phone
Direct login access to every carrier's agent system
Watch, listen, and study — build the skills, not just look things up
Watch and learn.
Real calls from the team.
Core aspects of inbound life insurance.
The step-by-step call flow.
Everyday work tools — logins you reach for outside of calls
Toolkit login.
Calling platform.
CRM login.
Everything else — docs, links, and materials that don't fit a category above
Checklist for Success
Core aspects of inbound life insurance — reference this for self-audit.
Carrier Contact List
Phone numbers for our carriers, plus the wider industry list.
Sales Blueprint/Funnel
The step-by-step call flow, start to finish.
- First & Last Name
- Date of Birth
- Reason for Call — "How can I help you?"
- Reassure
- Verify Monthly Premium & Coverage Amount
- Verify How Long
- Proper Tonality
- Maintain Control (multiple steps ahead by proactively beating objections)
- Verbal Pacing
- Playing Role
- Annunciation
- Loan?
- Owner/Payor?
- Other policies?
- Premium increase?
- Reason for cancellation/replacement
- Higher level questions
Call Recordings
Call recordings by angle/situation.
Carrier Guide
Search a feature (e.g. "credit card", "voice signature") to see which carriers support it — or scroll the full grid below.
Whole Life Condition Grid
Add one or more conditions to compare carriers side by side — or scroll the full grid below.
Corebridge Carrier Guide
Same underwriting rules as the main grid, organized by category.
Graded and Level weight ranges by height. Look up a specific height below.
Training Videos
Videos from the team.
Carrier Signatures
Exact text-signature walkthroughs, by carrier.
My Checklist
You can check off the first 3 steps yourself as you complete them. Your upline handles the rest as you move through onboarding.
Carrier & Account Setup Checklist
The full step-by-step from Epic Life onboarding — SureLC, carrier contracting, Tech Package, BidPlatform, and billing. Check things off yourself as you go.
Downline Reports
Onboarding progress for your team, plus a quick snapshot of recent activity.
See exactly what a new hire sees, start to finish, without a real account.
A true 1:1 mirror of the real site as any teammate sees it right now — read-only, nothing can be changed while active.