Agent DeskYour book at a glance
Today's Desk — what to do, drawn from your live book
Reading your book…
Book Composition
Most Policies
Your book of business
Lay your book on the page
drop a carrier export anywhere here
Opening your book…
2 people · 3 policies found
Let’s square up your book
How should we handle the gaps?
Almost there
How should this book be filed?
Carrier
Product
File as
Setting the entries…
Marcus Bell · IUL✓
Jane Doe · IUL✓
Jane Doe · Annuity✓
Syncing your book…
IS
Sealed & synced
3 policies filed · testing — nothing was uploaded
The Ledgerrecto i
What we found
Read from your export, de-duped by person.
People0
Policies0
Hold more than one0
Need your eye0
Entriesverso ii
The people
Transamerica · IUL · filed as clients
Marcus Bell
IULPolicy 6600000001$500,000
Jane Doe
IULPolicy 6600000002$250,000
Jane Doe
AnnuityPolicy A-1002$50,000
Nothing is written until you sync it — de-duped by person, ready to file.
BookSync · testing mode — nothing is uploaded
| Client | Currently holds | Opportunity | Why now | Action |
|---|---|---|---|---|
| Reading your book… | ||||
I'm your Command assistant, wired straight into your CRM. Tell me what to do — like "Add John Doe Peters, 202-555-0142, interested in IUL — follow up to book an appointment" — and I'll do it now.
Command · the top tier
Run your CRM by text.
You just met a lead? Text your assistant their name, number and interest and it adds them, texts them, and drives the follow-up to a booked appointment — while you keep selling. Here it's live; in the field it's a text message.
Try one
Acts instantly
One text creates the contact, tags the interest, and fires the first message.
Drives to booked
The follow-up sequence keeps working the lead until an appointment is on the calendar.
Real writes, shown back
Every action lands in your CRM and gets receipted right in the thread.
Cross-Sell Pipeline — opportunities you're working, saved as you go
Loading your pipeline…
| Client | Products | Carrier | Policies | State |
|---|---|---|---|---|
| Loading your book… | ||||
Seats — sub-accounts you've provisioned
| Sub-account | Tier | Channels | Actions |
|---|---|---|---|
| Loading seats… | |||
Provision a seat
Real provisioning creates a sub-account via the agency PIT — works on the $297 Unlimited plan (API access + unlimited sub-accounts). Dry run only, here.