Welcome
Your numbers
Team
By agent
| Agent | Pres. week | Pres. month | Points month | Last presented |
|---|
Recent presentations
| When | Agent | Family | State | Type |
|---|
Presentations
Every Retirement Income Review you've given.
Click the blocked pop-up icon at the right end of the address bar, choose Always allow pop-ups for this site, then click the button below. You only need to do this once.
History
| Date | Time | Family | State | Agent | Type | Result |
|---|
Leaderboard
Total points submitted by each agent.
Your progress
Rankings
Enter a sale
Your sales
| Date | Agent | Points | Carrier | Client |
|---|
Scripts
Practice scripts for booking appointments, phone presentations and more. Read through them, then rehearse in Practice mode.
Training
Learn the scripts, practice the rebuttals, and get certified to present.
Rebuttal Academy
More training
Practice run
Opens the Presentation and Scripts windows with a sample family. Practice runs are counted separately from live presentations.
Lessons
Lessons on using the software will appear here: setting up a client, entering the numbers, running the slides, and logging sales.
Coming soonQuick Links
The carriers we work with. Links open in a new tab.
Edit links
Swap a carrier's website for its agent portal login, or add new carriers.
Field Underwriting
Health, medication and eligibility notes by carrier, written by your team. Check here before you submit an application.
Add a note
Access & logins
Titles and promotions are on the Team & titles page. Contributors see every agent's numbers and presentations and can edit scripts, links and team content. Agents see only their own numbers.
| Name | Access |
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