Welcome to the team. Start here.
Example slide: a short welcome video that walks a new rep through the first week.
Home
This week: master the FEX opener.
Example slide: an image card pointing to one script in Training.
How to handle "I need to think about it."
Example slide: a link to a short objection-handling clip.
Money In – Money Out
This monthGross Profit$0Upfront Pay this month
Lead Spend$0Total spend for the month
Net Profit$0Upfront Pay − Lead Spend
If you're not tracking money in and money out, you're just another feather in the wind.
Tek of the Year
This month
Annualized Premium (AP)$0Monthly premium × 12, by date sold
Total Commission$0IP × your rate
Upfront Pay$0Commission × 75%
Lead Spend$0Total spend for the month
Profit After Leads$0Upfront − Lead Spend
Backend Paid$0Commission × 25% ÷ 3
Issue Paid (IP)$0AP of policies paid, by effective date
Your policies
| Sold | Client | Carrier · product | Monthly | Made | Effective | Upfront | Backend |
|---|
SoldEffectiveRemaining upfrontBackend checkLead spend
Annualized Premium (AP)$0Monthly premium × 12, by date sold
Total Commission$0IP × your rate
Upfront Pay$0Commission × 75%
Lead Spend$0Total spend for the month
Profit After Leads$0Upfront − Lead Spend
Backend Paid$0Commission × 25% ÷ 3
Issue Paid (IP)$0AP of policies paid, by effective date
Remove this?
This can't be undone.