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Report Reminders

Never miss an opportunity.  Examples include: Vehicle Loans, Production Manager, P&C Premium, and more!

Have Some Fun!

It’s easy to get distracted with all that goes on in your office.  The Email Training Program reminds you and your team to track what’s important, get better every day, and to not forget to have fun every month.  Never forget the promise you made to take the team to lunch if they sold XX.  Set a monthly promo in your agency for your team to qualify for a fun team builder.  This system is customizable for you to focus on what’s important!

Daily Training

You & your team will get tips on Life, Health, Bank, & P&C products.  These include word tracks, product information, as well as tips and tricks to become a master at our entire portfolio of offerings.

Payroll & Commissions

Don’t chase your team down to issue their sales, and automatically notify them when their paystubs are available.  Agents are reminded of when their paychecks are available to assist with payroll forecasting.

Agent Only List

As an agent myself, I built this program based on my needs for organization, tracking, and accountability.  We simply have too much thrown at us from every direction, and this system helps you make sense of it all.  Examples include promo tracking, SMPs, pending sales, Control D reports, Underwriting, and more.  If you use your email inbox as your To Do List, this is the program for you.

Accountability

How often do you distribute a call list to your team, only to find it hidden in a drawer weeks later?  This program reminds your team to pull and work the lists AND report their results back to you.  Put your agency on autopilot with this built in accountability.