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This is exactly what sees when they log in right now — the locked handbook, not the full site. They'll get full access automatically once every step through In Training is checked off.
You can click the boxes below to preview how it would look — nothing here is saved or real.
The ranked list itself is identical for everyone — this shows the parts specific to them.
You can click the boxes below to preview how it would look — nothing here is saved or real.
Here's where you stand — daily, weekly, and monthly.
7-day rolling average AP — smooths daily noise so you can see the real direction.
Live from our Discord submissions. Switch daily, weekly, or monthly and click any name to see the policies behind their number.
The all-time records for the whole team — permanent, until someone beats them.
At Ascend Financial, our mission is to build an efficient, effective work environment where every agent can do their best work. Our systems aren't guesswork — they're deeply thought out, tried, tested, and proven to work, time and again. But they only work when we work them. Trust the process, follow the training our leadership has built, and the results follow.
Below are some of the standards every agent on this team is expected to abide by.
10:00 AM – 5:00 PM, Monday through Friday.
Agents are expected to be logged on to the dialer system by 9:55 AM at the latest.
If you finish your calls for the day (per your tier) prior to 5:00 PM — you're good!
Example: if you're on Pro Tier and finish your 5 calls for the day at 3:00 PM, you're free to enjoy the rest of your day.
Once you're out of budget for the day, send a message in the Epic Life customer service chat with OOB (Out Of Budget) so it's on record.
In-office agents are expected in by 9:30 AM for their first 30 days of going live (taking calls).
Agents will be required to submit at least one call per week for their upline to review, to ensure consistent progression. More details on reviews are in that specific section of Discord.
ABSOLUTELY ZERO complaining will be tolerated.
Anything you're unhappy with should be communicated to your direct upline. No negative talk within any work-related chats/servers will be tolerated.
Resources, references, and materials for the team.
Features & highlights by carrier
Underwriting decisions by condition
Watch and learn.
Real calls from the team.
Text-signature walkthroughs.
Core aspects of inbound life insurance.
Core aspects of inbound life insurance — reference this for self-audit.
Click a name to see their recordings.
Search a feature (e.g. "credit card", "voice signature") to see which carriers support it — or scroll the full grid below.
Add one or more conditions to compare carriers side by side — or scroll the full grid below.
Videos from the team.
Exact text-signature walkthroughs, by carrier.
You can check off the first 3 steps yourself as you complete them. Your upline handles the rest as you move through onboarding.
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.
See exactly what any teammate sees — fully read-only.
Approvals and deletions, most recent first.