Dashboard
Production overview
AP Leaderboard
Carrier Distribution
Tasks
Your to-dos, optionally tied to a contact
My Leads
Leads assigned to you
The Vault
Open leads in your licensed states — claim them to add to your CRM.
Deals
Your production
| Client | Annual Premium | Coverage | Carrier | Effective | Status |
|---|
Downline
Your organization
EOD Reports
Daily activity tracking
Activity Trends
Past Reports
| Date | Dials | Contacts | Presos | Apps | Sales | Rating |
|---|
Profile Settings
Your details & integrations
Your Details
Licensed States
0Select every state you're licensed in. You'll only ever receive leads in states you're licensed in.
Customer-Facing Contact
Shown to leads in their welcome email. Leave blank to use your details above.
GHL Integration
Not connectedLeads ordered through the system are delivered to your GoHighLevel account using these credentials.
Google Calendar
Not connectedConnect your Google Calendar so booked appointments are added to your calendar and an invite is sent to the lead.
Change Password
Change Login Email
Change the email you sign in with. You'll get a confirmation link at the new address — the change takes effect once you click it.
Standing
Admin Settings
Manage carriers, plans & agents
| Name | Role | Access | Allotment / wk | Available |
|---|
| Carrier | Product | Units | Total AP | AP Share |
|---|
Credits per lead by tier. Tier 1 feeds the agent's weekly credit total; Tiers 2–Vault are the credits charged to order that lead from the Vault.
Record realtime lead spend that happened before automatic accrual tracking (or any manual correction). The amount is added to company PPD for any date range it overlaps, then drops off on its own once you're past those dates.
| Amount | Period | Note |
|---|
Configure the aging tiers. As a lead ages it moves into the tier whose max age still covers it, and that tier sets its price and resale rules. Agents at once = 1 = exclusive; raise it (with a resell cadence) to resell the same lead to more buyers.
| Tier | Max age (days) | Price | Agents at once | Max sales | Resell after (days) |
|---|
| Client | Agent | AP | Lead Type | Source | Channel | Lead Age (days) | Status | Sale Date |
|---|
Reconcile realtime lead orders against realtime generation. Pick a date range below.
Leads Generated by State
Agent Caps & Realtime Assigned
weekly Tier-1 cap vs realtime leads assigned in range| Agent | Weekly Cap | Realtime Assigned (range) |
|---|
Total approved AP scheduled to go effective each day, by policy effective date. Use it to predict cash flow.
Select the states the IMO is licensed in. Agents will only be able to order realtime leads in these states.
Manage agent role titles and their comp %. Comp % is for reference/display only — it doesn't affect access (set access on the Agents tab).
| Role | Comp % |
|---|
Every lead in your downline — assigned and unassigned. Reassign, edit, or call. You can only reassign to agents in your downline.
| Generated | Name | Phone | State | Age | Tier | Owner | Source | Channel |
|---|
Set the maximum age (in days) for each lead tier. Changing these re-tiers every lead in the system immediately, since tiers are computed live from each lead's age.
| Tier | Max Age (days) |
|---|
Forecast of when leads age into each tier, so you can plan handing out aged leads before the wave hits. Computed live from each lead's age against your current tier boundaries.
| Tier | In Tier Now | Enter in 7d | Enter in 14d | Enter in 30d |
|---|