🏆 Marketing Director Milestone
Target: Aug 2025
Agents Under Base
0 / 15
Apps Submitted
0 / 50
Paid Points
0 / 75K
Total Prospects
0
Recruiting pipeline
Active Clients
0
Policies in force
Apps in UW
0
Pending underwriting
Appts Today
0
Scheduled meetings
🎯 My Goals Set by your director
Director Note
⚡ Today's Focus
Recent Activity
Loading...
Recruiting Pipeline
Track prospects from first contact to active agent
👤 My Prospects
🏢 All Agents
Source
All
Job Board
Referral
Social
Cold Call
License
All
Unlicensed
In Progress
Licensed
Follow-Up
All
🔴 Overdue
🟡 Due Soon
No Date Set
New Lead0
Needs licensing
Licensing0
Getting licensed
Licensed Agent0
Licensed & active
Client Pipeline
Lead → Application → Policy in Force
Product
All Products
IUL
Term
Whole Life
Group Benefits
UW Status
All
Pending
Approved
Rated
Declined
Source
All
Agent Referral
Personal Referral
Purchased Lead
Social
Cold
Follow-Up
All
🔴 Overdue
🟡 Due Soon
No Date Set
Lead0
Needs analysis
Application0
In underwriting
Client0
Policy in force
Agent Roster
All agents across your organization
All
Pending Approval
Trainees
Associates
Field Associates
Resigned
Appointments
Scheduled meetings and follow-ups
All
Upcoming
Completed
Commission Calculator
Estimate earnings by tier and policy type
BTG Contract Structure
| Tier | Contract | Override on Trainees | On Associates |
|---|---|---|---|
| Trainee | 30% | — | — |
| Associate | 40% | 10% | — |
| Field Associate | 50% | 20% | 10% |
| Director | 60% | 30% | 20% |
| Producing MD | 70% | 40% | 30% |
| Marketing Director | 75% | 45% | 35% |
Agent Expenses
Your private 1099 deduction log — visible only to you
Total Receipts
0
Total Deductions
$0
All
Marketing
Phone
Travel
Meals
Office
Licensing
Training
Software
Other
Loading expenses...
Metric
Target
Actual
% Hit
💪 Daily Habits
Habit
MTWTFSS
📝 Weekly Review
🏆 Wins This Week What went well? What drove the best results?
📉 Areas to Improve What did you miss? What behavior changes next week?
🎯 Goals for Next Week Top 3 priorities entering next week
📓 Notes / Reflections
👑 Leadership Lid
🏆 Team Perfect Week — Overview
Director view — all agents' weekly submissions
Loading team data...