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Business Health
Details ›Call these first
System health
Activity
Leaderboard
Shared board — everyone sees the same numbers.
Top this month
The Hive
Calendar
Written AP by day. Darker is a bigger day.
Leads
The big number on each tier is what is ready to dial right now — in its calling window, under the attempt cap, carrying a state — not what the tier holds.
Callbacks
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Business Health
Weighted from data this CRM already holds. Anything that cannot be measured is dropped from the weighting and says why — it is never counted as zero.
Secure Intake
Send a client a one-time link for the details they would rather not read out — SSN and bank. It comes back encrypted, and only you can open it.
Request details
Where things stand
How this protects the client
The link carries a random 32-byte token. Only its hash is stored, so nobody reading the database can rebuild a working link.
What the client types is encrypted with AES-256-GCM before it reaches the database, with a key that lives only in the server environment. A database dump is ciphertext and nothing else.
It asks for only what you selected — and never both on one screen. No name and no date of birth: you already have those, and a form asking for everything is what phishing looks like.
You see the last four digits until you press Reveal. Every reveal is counted and timestamped against the record.
Mark it entered once it is in the e-app and the details are destroyed. Anything left untouched is destroyed after 14 days regardless.
Agency Production
Production pace, pipeline mix, answer times, and agency goal performance.
AP — last 14 days
When people actually answer
AP detail
Pipeline mix
Pace projection
Agency goal
Carriers
Agent portal and quick quote, one click each. Opens in a new tab so your dialer keeps running.
Team
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Dialer
Go Ready and the pool feeds you. Break stops it.
🎧 Browser Calling Setup
Calls happen right through your computer with your headset — no phone rings. Your browser will ask for microphone permission the first time.
📱 Manual Dial
Dial any number directly — doesn't need to be in a lead queue.
Drop a list and dial it
Drag a CSV or Excel file of your own numbers here. Nothing is imported into the CRM — the list stays in this tab, and every call goes out through the manual dialer above.
Work Your Queue
Dial Your Leads
My commission
Private to you. Overrides are the spread between your rate and the writer's.
Comp Grid — Your Personal Commission Rates
Set your commission % for each carrier + product combination — plus how that carrier pays out (advance vs. as-earned) and the chargeback risk window, since this varies by carrier.
Agent Comp Grids — Overrides Auto-Calculate From These
Set each agent's own commission % per carrier/product. Your override on their sales is automatically the spread between your rate (above) and theirs — no separate override number to maintain.
Unmatched Sales (Missing Carrier/Product or Rate)
These sales couldn't be calculated — either they're older sales with no carrier/product set, or that combination isn't in your comp grid yet.
Settings
Owner and admin controls.
Appearance
Identity check
Reporting structure
Dialer Settings
These were fixed in code until now. Each one changes how live calls behave — the note under each field says what moves in which direction.
Live now
Pushed over Supabase Realtime, so this moves the instant someone arrives, leaves or starts dialing — there is no refresh interval to wait for. Nothing is stored: this is the picture right now.
Problem reports
Captured automatically when the dialer hits a fault, or filed by an agent pressing “Report a problem”. Each row is one problem — the red count is how many times it has happened. Snapshots hold lead ids but never names, numbers or audio, and everything here is deleted after 30 days.
Ops Command
Ask a question in plain English. It is matched to one of the operations below and shown to you before it runs — nothing here writes, changes or dials anything.
What this panel can do
The complete list — anything outside it is refused rather than attempted, so this is not a guessing game. Every one is read-only.
Pending Approval
All Users
Device Approvals
Every device that's ever tried to log in as any agent (you're exempt as admin). Approve, deny, or revoke access per device.
Recent Activity
Direct Import to the Dialer Pool
Straight into the dialable pool — no batch request, no approval. Nothing is written until you have seen what would land.
Add a Lead to the Pool
Bulk Import Leads (Excel / CSV)
Drop in a spreadsheet with 40,000+ leads at once. Map your columns, preview a few rows, then import the whole file.
Drop Leads to an Agent
Assign leads directly — no request or approval step, they're in the agent's hands instantly.
Manage Lead Pool
Lead Request History
Add a Sale Manually
For fixing a stuck/misattributed sale or logging one that came in outside the bots.
Manage Sales
Monthly Agency Goal
Export Data
Download every sale on record as a spreadsheet-ready CSV file.
Post Announcement
⚠️ Danger Zone
Permanently deletes every sale, lead, lead request, agent, comp rate, override, announcement, and note on this entire site — then locks the whole site, showing a blank black screen to everyone (including you) instead of a login page. This cannot be undone from the website itself — reactivating requires going into Supabase directly. Your own admin profile is preserved (not deleted) specifically so that if you do reactivate later, you can log straight back in without rebuilding your own account.