Agent Resources

YOUR DASHBOARD

You Have

35 Prospects to contact
3 Items to complete
4 Calls to be made
14 Emails to process
55 Notifications from Backoffice

Today You

Talked to 6 prospects
Completed 1 Item
Made 3 Calls
Processed 12 Emails
Made 6 AppOuts

Sales

Today's Sales:       $1,376
This Weeks:           $2,334
This Month:            $6,984
                                 All Time Total  
GET WORK DONE

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Sales Cycle

PRE-SALE DETAILS

119 Prospects

Total Premium:       $30,486
Average Premium:       $256

22 Applications Out

Total Premium:       $31,892
Average Premium:    $1,449

23 Applications Complete

Total Premium:       $11,658
Average Premium:       $506

316 Future Call Back

Total Premium:       $31,892
Average Premium:    $1,449
APPLICATIONS PENDING

27 Underwriting

Total Premium:       $35,103
Average Premium:    $1,300

13 Policy Approved

Total Premium:       $9,798
Average Premium:     $753

25 Applications Declined

Total Premium:       $11,658
Average Premium:       $506

11 Policy(s) Sent

Total Premium:       $21,271
Average Premium:    $1,933

30 Non Med Pending

Total Premium:       $31,892
Average Premium:    $1,449

1 Delinquent/Lapsed

Total Premium:         $420
Average Premium:    $420
POST SALES / INACTIVE FILES

389 Clients

Total Premium:       $221,274
Average Premium:          $568

95 Case Closed

Total Premium:       $92,192
Average Premium:     $970

23 Dead Files

Total Premium:       $15,805
Average Premium:       $687