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 →
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.
% 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.
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
Checklist for success, the sales blueprint, training videos, and everyday tool logins — all right here on the page.
Toolkit login.
Calling platform.
CRM login.
Checklist for Success
Core aspects of inbound life insurance — reference this for self-audit.
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
Carrier Contact List
Phone numbers for our carriers, plus the wider industry list.
Agent Portals
Direct login access to every carrier's agent system.
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.
Which carriers an agent is actually appointed/approved to write for — separate from the carriers recognized for Discord submissions.
Approvals and deletions, most recent first.