Dashboard - Insurance Revenue Engine

+12%

24

Total Leads

+3

8

Hot Leads

2 pending

6

Policies This Month

+$2,400

$8,650

Pending Commissions

🔥 Hot Leads - Call Now

These leads scored 70+ and need immediate attention

View All

EC

Emily Chen

555-1002 • Last contact: 2 days ago

85

SD

Sarah Davis

555-1004 • Last contact: 1 day ago

78

RW

Robert Wilson

555-1005 • Last contact: Today

72

Recent Activities

Call with Emily Chen

Interested in term life • 2 hours ago

Email sent to Michael Brown

Final expense quote • 4 hours ago

Meeting with David Taylor

Discussed whole life options • Yesterday

Application submitted

Sarah Davis - IUL policy • 2 days ago

Pipeline Overview

New Leads 4

Contacted 3

Qualified 5

Proposal/Application 6

Underwriting 2

Placed 4

All Leads

Name	Score	Status	Intent	Activities	Last Contact
EC Emily Chen emily.chen@email.com	85	Qualified	🔥 Hot	7	2 days ago
JA John Anderson john.anderson@email.com	45	New	🌡️ Warm	2	5 days ago
MB Michael Brown michael.brown@email.com	55	Proposal	🌡️ Warm	4	1 week ago

🔥 Hot Leads Alert

These leads have a score of 70+ and need your immediate attention. Call them first!

EC

Emily Chen

555-1002 • emily.chen@email.com

85

Status

Qualified

Intent

🔥 Hot

Activities

7 logged

Notes

Referred by existing client, needs $500k term policy. Very interested, ready to move forward.

Activity Log

Call with Emily Chen

2 hours ago

Discussed term life options. Client very interested in $500k coverage. Follow up with quotes scheduled for tomorrow.

Positive Outcome 15 min

Email sent to Michael Brown

4 hours ago

Sent final expense quote comparison from 3 carriers. Client reviewing options.

Meeting with David Taylor

Yesterday

Product presentation meeting. Discussed whole life vs term. Client leaning toward whole life for cash value.

Meeting 45 min

Policies

Client	Carrier	Product	Face Amount	Premium	Status	Actions
Robert Wilson	Protective Life	Term Life	$1,000,000	$1,200/yr	Underwriting
James Moore	Mutual of Omaha	Final Expense	$25,000	$180/yr	Issued

Pending Commissions

$8,650

4 policies

Paid YTD

$12,480

8 policies

Total Earned

$21,130

12 policies

Commission Details

Policy	Client	Carrier	Amount	Status	Expected
PL-2024-001	Robert Wilson	Protective Life	$1,080	Pending	Mar 15, 2024
MOO-2024-089	James Moore	Mutual of Omaha	$108	Paid	Feb 5, 2024

🔥 Hot Leads - Call Now

Recent Activities

Pipeline Overview

All Leads

🔥 Hot Leads Alert

Emily Chen

Activity Log

Policies

Commission Details

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