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.
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 →
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.
Paste a client's info in whatever format you have it — a text message, notes, anything. AI reads it and adds it straight to your Book of Business below. Missing info (like an effective date) won't block the save — it just gets flagged on the card so you can fix it later.
Comp Calculator
What your sales actually pay — by carrier, product, age, and rating class.
Get Quote
Live final-expense pricing, pulled fresh from Insurance Toolkits on every lookup — nothing stored, nothing cached.
Everything for mid-call, in one place.
Training material, submission tools, and everyday logins — organized by what you need, not where it happens to live.
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.
1-on-1 with Benson
Pick an open time slot to book a 1-on-1 — Benson gets a Discord DM the moment you book.
Submit Requests
Weekly tier changes and new-agent onboarding — both go straight to Benson.
For downlines who already have their NPN in hand and are ready for contracting. Goes to Benson in the same Wednesday 8 AM / 2:30 PM ET list as tier changes.
Whole Life Condition Grid
Add one or more conditions to compare carriers side by side — or scroll the full grid below.
Carrier Guide
Search a feature (e.g. "credit card", "voice signature") to see which carriers support it — the full grid always shows at once, no scrolling.
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.
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.
Ask Ascend AI
Underwriting, health conditions, medications, carrier rules, commission — ask naturally.
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.
AI-written analysis of one agent's week.
Everything submitted through Submit Requests — the durable record behind the Wednesday 2:30 PM ET Discord digest. Delete one if it was a mistake.
Sends the consolidated tier-change + onboarding list to Benson right now instead of waiting for the next 8 AM / 2:30 PM ET Wednesday run.
Everything submitted through Submit Requests. Delete one if it was a mistake.
Approvals and deletions, most recent first.
Carrier underwriting guides, build charts, and product docs Ascend AI can search when answering carrier-specific questions.