Daily Top 5 Income Activities
Reset
Make 20+ dials — 0/20 today
Income
Text all new ERS leads — text first, same day
Income
Follow up on open applications — 0 pending today
Income
Post on social media — stay visible, build trust
Growth
Review pipeline — update stages, set follow-up dates
Growth
PipelineFull View →
New 0
Contacted 0
Appt Set 0
Proposal 0
Closed 0
Dials Today
0
Goal: 20
My Tasks+ Add
Applications Needing ActionAll →
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No open applications
Total
0
Clients
0
Prospects
0
Hot Leads
0
All Contacts
All
Clients
Prospects
Hot
ERS
△
No contacts yet. Use Quick Add above.
Sales Pipeline
New Lead 0
Contacted 0
Appt Set 0
Proposal 0
Closed 0
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SAT
Book Appointment
Your Calendly booking page is live. Share your link or open it below to book appointments.
calendly.com/[your-link]
Calendly Sync
Once Zapier is set up, new Calendly bookings will automatically appear on this calendar and create a contact in your CRM.
Add to Calendar
Google Calendar
Connect Google Calendar to pull in your existing appointments automatically.
Open Google Calendar ↗
Full sync available once Zapier backend is connected. Appointments will appear here automatically.
Application Workflow — 7 Steps
1. App Submitted
→
2. Pending Docs
→
3. Phone Interview
→
4. In Underwriting
→
5. Approved
→
6. Policy Delivered
→
7. Issued & Paid
Application Tracker
▩
No applications yet.
Commissions calculate automatically from your applications. When an application is marked Approved or Issued, it appears here using the carrier commission rate. Update the rate on each carrier record to keep calculations accurate.
Expected Total
$0
Received
$0
Still Pending
$0
Commission DashboardView Applications →
△
No approved applications yet. Commissions will appear here automatically when an application is marked Approved or Issued.
Content Calendar
Buffer
Click "Send to Buffer" on any post to open Buffer with the content pre-filled and ready to schedule.
Content Ideas
◆ Living benefits — most people don't know
◆ Life insurance myths busted
◆ Why work coverage isn't enough
◆ Final expense — the gift you leave
◆ Client success story (with permission)
◆ Why I became an agent
◆ Mortgage protection explained
◆ IUL vs 401k
◆ Policy anniversary post
◆ Behind the scenes of your day
◆ Life insurance myths busted
◆ Why work coverage isn't enough
◆ Final expense — the gift you leave
◆ Client success story (with permission)
◆ Why I became an agent
◆ Mortgage protection explained
◆ IUL vs 401k
◆ Policy anniversary post
◆ Behind the scenes of your day
▿
No carriers yet. Click + New Carrier to add your first one.
Your Tech Stack
Total: $29/month vs $97/month for GoHighLevel. Saving $816/year.
Notion
CRM database, pipeline, client records, carriers. Your data — export anytime.
● Connected
Free forever
Calendly
Appointment booking. Live at calendly.com/[your-link]
● Connected
Free plan
Brevo
Email automation sequences and landing pages.
● Needs setup
Free up to 300 emails/day
JustCall
Power dialer, SMS, voicemail drops, local presence. Ready when you buy leads.
● Needs setup
$29/month
Zapier
Connects everything. Calendly → Notion → Brevo → JustCall automatically.
● Needs setup
Free tier
Google Business
Local search + review hub. Review requests auto-fire via JustCall after every policy.
● Set up today
Free forever
No posts scheduled yet. Add your first post!