Dashboard
Production overview
AP Leaderboard
Top 15Carrier Distribution
Live Transfers
Pipeline
Your leads by stage. Drag a card to move it.
Tasks
Your to-dos, optionally tied to a contact
My Leads
Leads assigned to you
Order Aged Leads
Select tier, state & quantity — system assigns matching leads
Order Realtime Leads
Set up a standing order — leads route to you as they're generated
New Realtime Order
Lead Orders
Your order history
Deals
Your production
| Client | Annual Premium | Coverage | Carrier | Effective | Status |
|---|
Downline
Your organization
EOD Reports
Daily activity tracking
Activity Trends
Past Reports
| Date | Dials | Contacts | Presos | Apps | Sales | Rating |
|---|
Profile Settings
Your details & integrations
Your Details
Customer-Facing Contact
Shown to leads in their welcome email. Leave blank to use your details above.
GHL Integration
Not connectedLeads ordered through the system are delivered to your GoHighLevel account using these credentials.
Google Calendar
Not connectedConnect your Google Calendar so booked appointments are added to your calendar and an invite is sent to the lead.
Change Password
Change Login Email
Change the email you sign in with. You'll get a confirmation link at the new address — the change takes effect once you click it.
Standing
Admin Settings
Manage carriers, plans & agents
| Name | Role | Access | Plan |
|---|
| Carrier | Product | Units | Total AP | AP Share |
|---|
Price per lead by tier (1 credit = $1). Realtime orders are priced at the Premium/Realtime rate. Changes apply to future orders.
Set each agent's standing weekly credit allotment (1 credit = $1). It applies every week automatically until changed — only edit the ones that change. Balance refills each Sunday; unused credits don't roll over. This allotment is also the agent's weekly lead spend for ROL.
| Agent | Weekly Credits ($) | Used This Week | Remaining |
|---|
Each week's total lead spend vs. the PPD it produced. If PPD holds as spend rises, there's room to scale; if PPD drops as you spend more, you're hitting diminishing returns.
Select the states the IMO is licensed in. Agents will only be able to order realtime leads in these states.
Assign each agent their Twilio number (E.164 format, e.g. +15674026972). This is their caller ID on outbound calls.
| Agent | Twilio Number |
|---|
Manage agent role titles and their comp %. Comp % is for reference/display only — it doesn't affect access (set access on the Agents tab).
| Role | Comp % |
|---|
Every lead in your downline — assigned and unassigned. Reassign, edit, or call. You can only reassign to agents in your downline.
| Name | Phone | State | Age | Tier | Owner | Source |
|---|
Set the maximum age (in days) for each lead tier. Changing these re-tiers every lead in the system immediately, since tiers are computed live from each lead's age.
| Tier | Max Age (days) |
|---|