✝
"Seek first the kingdom of God and His righteousness, and all these things will be added to you." — Matthew 6:33
Active Contacts
847
▲ 23 this week
Pending Cases
18
6 need action
Placed MTD
11
▲ 4 vs last mo.
AP Premium MTD
$34,820
▲ 18% vs goal
Appts Today
5
Next: 2:00 PM
Live Activity
All
Mine
IQ Coach · Martha Collins
Suggested reframe: mortgage protection peace of mind
2m ago
SMS sent · Harold Jenkins
"Your policy approval is confirmed! 🎉"
14m
Inbound call · (601) 555-0192
Tara — 4m 31s · Appt set
31m
Quote PDF sent · Beverly Shaw
Corebridge MP — 20yr $500k
48m
Policy placed · Robert Nguyen
Royal Neighbors MP — $198/mo · George Knox
1h
Sequence step · Gloria Washington
Re-engagement SMS — Day 3
2h
Outbound · Raymond Torres
Darren Green — 8m 12s · follow-up needed
3h
⚡ IQ Coach
Action nudge: Gloria Washington's Foresters policy lapsed 8 days ago — her reinstatement window closes in 22 days. A personal call today beats any sequence.
Team · MTD
March 2026
①
GK
George Knox
6 placed · $18,240 AP
②
DG
Darren Green
3 placed · $10,980 AP
③
RH
Rickey Herrington
2 placed · $5,600 AP
Quick Actions
Run Quote
Scan Lead
Send SMS
Log Call
Email Client
Book Appt
Add Sequence
Ask IQ Coach