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☀️ Morning Priority Panel
⚡ Quick Actions
🕐 Scheduler — Next Runs
Voice Watchdog
2026-09-20 04:56
Topbroker Import
2026-09-20 08:05
Reengagement Drip
2026-09-20 09:00
Warm Email Drip
2026-09-20 09:10
Email Drip
2026-09-20 09:20
📋 Today's Call List
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Total Leads
26,959
Licensed States
30
Active Pipeline
9
FIA Flagged
0
Outreach Tracks
Cold Leads
26,755
AI cold outreach · n8n first-contact
Existing Clients
204
Referral ask · cross-sell · FIA qual
Warm Referrals
0
Warm intro only · no cold pitch
Pipeline by Stage
NEW
26,948
ENGAGED
6
CONTACTED
2
DO_NOT_CONTACT
2
READY_TO_CLOSE
1
Lead Type Breakdown
LIFE
19,539
FEX
2,983
COLD
1,658
AGED
960
MP
922
WARM_CLIENT
204
INTERNET
202
IUL
189
CLIENT
173
SAL
110
VETERAN
17
MANUAL
2
Follow-ups Due
No follow-ups due today.
Recent Conversations
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OU
Kim Page2026-08-24 16:09Kim, that means a lot coming from you — seriously. I appreciate the kind words and I'm glad we could
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IN
Kim Page2026-08-24 16:09Since we've retired our social circle has really gotten smaller. I will keep an ear open and if I he
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OU
Kim Page2026-08-24 16:05Kim, I totally get it — $800/month is a real number, and you guys are being smart about what works f
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IN
Kim Page2026-08-24 16:05Hi German, sorry I took so long getting back to you. We've decided not to increase our insurance, it
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OU
Kim Page2026-08-19 03:33You got it — no need to overcomplicate things. Take a couple days, talk with Cindy, and just let me
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IN
Kim Page2026-08-19 03:33If it's going to be the same, I don't know if it's necessary to check. I just appreciate you looking
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OU
Kim Page2026-08-19 03:30Its actually with a new company called Combined. But I can check Americo and prices would be the sam
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OU
Kim Page2026-08-19 03:23Good question — it's still Americo, so you're staying put with what you know. Take your time talking
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IN
Kim Page2026-08-19 03:23Hi German, I was hoping for a bit less $, but it could be done. I do like it would be immediate cov
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OU
Kim Page2026-08-19 03:14Hey Kim, sorry for the late response. After running some quotes it could be anywhere from $150-$200
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