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Life Insurance Team Management System
My Life Insurance Agency
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User ID: Guest User
Dashboard Overview
Year-to-Date Performance
Total APE: 0.00
Total Clients Closed: 0
Total Agents Added: 0
Goals Progress
Achieved Goals: 0 / 0
In Progress: 0
Contests Progress
Active Contests: 0
Upcoming Contests: 0
Overall Performance
Total APE: 0.00
Total Clients Closed: 0
Current Month ()
APE: 0.00
Clients Closed: 0
Current Year ()
APE: 0.00
Clients Closed: 0
Agent Performance Leaderboard (APE)
Agent Performance Leaderboard (Clients Closed)
Agent Badges
Goals Progress Summary
Monthly Performance Overview ()
Annual Performance Overview
Last 5 Recent Activities
- No recent activities.
Client Records
Add New Client
| Client Name | Occupation | Agent | Product | Policy No. | Date Submitted | Date Issued | APE | Lead Source | Policy Age | Policy Status | Payment Freq. | DOB | Gender | Marital Status | Phone | Riders | Premium Amt. | Actions |
|---|
Task & Checklist Management
Add New Task
| Task Name | Description | Due Date | Category | Status | Actions |
|---|
Activity Logs
| Activity | Description | Timestamp |
|---|
Client Prospect Management
Add New Client Prospect
| Prospect Name | Contact Info | Source | Stage | Notes | Actions |
|---|
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Agent Management
Add New Agent
| Agent Name | Team Role | Recruiter | Date Coded | Code Number | Address | Phone | Tenurship | Points | Status | Actions |
|---|
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Agent Prospect Management
Add New Agent Prospect
| Prospect Name | Contact Info | Source | Stage | Notes | Actions |
|---|
Goals Management
Add New Goal
| Goal Name | Description | Target Date | Status | Actions |
|---|
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Current Contests & Incentives
Add New Contest
| Contest Name | Requirements | Start Date | End Date | Actions |
|---|
Resources & Quick Links
Quick Links
Add New Resource Link
| Resource Name | URL | Actions |
|---|
Learning Hub
Training Schedules
This section can display upcoming training schedules. For now, it's a placeholder. You might integrate with a calendar or external scheduling tool here.
Upcoming Sessions:
- Product Training: June 10, 2025 - 10:00 AM (Online)
- Sales Skills Workshop: June 15, 2025 - 2:00 PM (Office)
- Recruitment Seminar: June 20, 2025 - 9:00 AM (Online)
Add Learning Material
Select a file from your device. Only the file's name and type will be stored in this app. The file content itself is not stored for security and storage reasons in this standalone version.
Learning Materials
| File Name | Type | Category | Tags | Access Link | Actions |
|---|