admissions@agapebhc.com
๐ฅ Dana W. closed $3,150 with Mutual of Omaha โ holding #1 โฆ ๐ Agency is pacing 111% of the monthly goal โฆ ๐ Team Apex takes the team lead โฆ ๐ฅ Priya S. logged $1,980 with Americo โฆ ๐ฏ 12 days left in the July race
โฆ
โฆ
โฆ
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
| Agent | Team | Sales | Production |
|---|
Team Race
Latest Wins
๐ฅ Dana W. โ $3,150 ยท Mutual of Omaha
1h ago
๐ฅ Priya S. โ $1,980 ยท Americo
3h ago
๐ฅ 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.
โฆ 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
๐ก Your close rate is strongest on final expense. The Playbook's "3-option close" script is where your last 4 wins came from.
๐ 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.
๐ 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
๐ฏ 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
โ 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
๐ Quick Logins
- Ethos agent portal
- Mutual of Omaha
- Americo
- CRM / lead board
โฆ
โฆ
Interactive mockup for concept demonstration โ sample data only. Built for the LVLR Agency Portal proposal.

