What you need to see the team's week

Your team taps a tile when a call ends. You see the day's calls and meetings without asking anyone for them.

A yearly FYC goal becomes Sets, Openings, Closings and cases a week, so an adviser knows this week's number and you can see who hit it.

Each rep sees this week's number and how far along they are. You see everyone's, while the week can still change.

Each policy, its premium and its FYC go on the case as it closes, so the board shows the month while there's still time left in it.

Each adviser logs a closed case with its policy and premium. The first-year commission fills in at the product's rate, or they type their own, and the board adds up the month and the year.

Everyone sees where they stand on calls, meetings and closes, with no CRM feeding it and no one reading it out.

Most months don't fall apart overnight. See the team's points by week, who has gone quiet, and which entries came in late, then download it as a CSV.

Surface who's gone quiet and who's behind while the week can still change, from one tap per call.

Eight scores out of 10, from the last 30 days of what they logged, against your team's median. The weakest one is called out, with the arithmetic beside it.

It doesn't predict your month. It counts what's been logged against each person's target, and shows what's left.

Put each rep in a group, give the group its own managers, and switch the board from one group to the whole team.

Last week lands in the group your team already reads: the ranking, the risers and the names with nothing logged.

Your 1:1 card fills in their last two weeks, their streak and what you asked them to do last time. Your notes go on a sheet they can read too.

Book the time with a link. Open with their numbers. Write down what you agreed, and they get a read-only copy.

Replace 'how was your week?' with a short check-in that has their numbers on it, and a Monday summary for you.

An AI chat that reads your team's numbers. Ask who has gone quiet, or have it prep your next 1:1 with one thing to open with and two questions to ask.

Points, week streaks and contests that run on what your team logs, with no CRM feeding them.

Run it once, every week or every month, on calls, one tile, closes or points, with no spreadsheet to add up.

A clap on a logged call, a pop-up for the week's top 3, and a post in the group when someone closes.

A notice on their phone, a line that says Read by 14 of 18, and the names of the four still to read it.

Each rep taps one of five faces when they open the log. You see the week's faces by name, and who's had two rough days.

Build it from the videos and slides you already have, and see who's finished, who's overdue and how they scored.

New advisers ask to join from your link. You approve them, and they start with a checklist, a course and their own week on the board.