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LVLR Agency Portal โ€” Mockup
LVLR Agencies
MR
Marcus Reed
๐Ÿ”ฅ Dana W. closed $3,150 with Mutual of Omaha โ€” holding #1  โœฆ  ๐Ÿš€ Agency is pacing 111% of the monthly goal  โœฆ  ๐Ÿ† Team Apex takes the team lead  โœฆ  ๐Ÿ”ฅ Priya S. logged $1,980 with Americo  โœฆ  ๐ŸŽฏ 12 days left in the July race
โœฆ โœฆ โœฆ
July 2026 ยท LIVE

THE BOARD

Agency-wide production, updated the second a sale is logged in Discord.

Agency Production โ€” July
$0
Goal $150,000 ยท pacing โ€”
Sales This Month
0
+6 vs last month
Average Sale (AP)
$0
+$210 vs last month
Days Left
12
โ€”/day to hit goal
Top Producers
AgentTeamSalesProduction
Team Race
Latest Wins
๐Ÿ”ฅ Dana W. โ€” $3,150 ยท Mutual of Omaha
1h ago
๐Ÿ”ฅ Priya S. โ€” $1,980 ยท Americo
3h ago
๐Ÿ”ฅ Jerome C. โ€” $2,650 ยท Ethos
5h ago
Private ยท Only you and the owner see this

MY PATH

Where you stand, what's next, and exactly what it's worth. Recalculates the moment you log a sale.

Current Level
80%
Next level: 85% Commission
$0 written$21,000 needed
You're $0 away from your next raise.
โœฆ Simulate your climb โ€” drag to add production
Drag the slider to preview how new sales move your level.
AI Coach ยท Your next move

โ€”

โ€”

๐Ÿ’ก Your close rate is strongest on final expense. The Playbook's "3-option close" script is where your last 4 wins came from.
๐Ÿ”’ Your next step unlocks when you reach 85% โ€” one step at a time.
Everything, exactly when you need it

THE PLAYBOOK

Short, sharp resources organized by the moment you'll use them.

๐Ÿ“ž Before the Call

  • Opening script โ€” mortgage leads45-second opener
  • Opening script โ€” final expenseWarm & direct
  • Pre-call checklist5 items, 2 minutes
  • Tonality cheat sheetPace, pause, mirror

๐ŸŽฏ On the Call

  • Product fit matrixWhich carrier fits which client
  • Objection: "I need to think"3-line rebuttal
  • Objection: "Too expensive"Reframe to daily cost
  • The 3-option closeTop converting close

โœ… After the Sale

  • Log the sale (Discord)One tap โ€” hits the Board
  • Post-sale client textCopy & send
  • Referral ask scriptThe 2-name ask
  • Chargeback preventionKeep it on the books

๐Ÿ”‘ Quick Logins

  • Ethos agent portal
  • Mutual of Omaha
  • Americo
  • CRM / lead board
โœฆ โœฆLVLR Agencies

Interactive mockup for concept demonstration โ€” sample data only. Built for the LVLR Agency Portal proposal.

Log a Sale
LVLR Bot ยท this is how it feels inside Discord
๐Ÿ”’ Posted to #sales-log: name, carrier, premium, dates & rank only. Client name and your level progress stay private.
The Playbook