App for financial advisers
See this week's number, and how far you are from the year's goal.
An app for financial advisers in an agency: log each Set, Opening, Closing and case in one tap, and see your week against your own pledge.
30 minutes. You choose the day and the time.
- It tracks your activity and FYC.
- It isn't a financial planning app.
| Step | Pledge a week | Logged so far |
|---|---|---|
| Sets | 15.6 | 9 |
| Openings | 3.1 | 2 |
| Closings | 1.3 | 1 |
| Cases | 0.4 | 0 |
One made-up adviser's week, from their own pledge. An example, not a benchmark.
The weekly report
You add up your own numbers every week
You go back through your calendar and the chat, you write a number in the sheet, and you give it at the meeting. Meanwhile your yearly goal says nothing about this week.
01Logging
Stop adding up your week from memory.
You already know what you did this week, so tap it as you go. Each Set, Opening and Closing is one tap. A case also takes its policies, annualised premium and first-year commission, with notes and photos if you want them. You can log with /log in a private Telegram chat too.
- Undo a wrong tap
- Log several at once
- Nothing dated more than 7 days back
- SetLogged. That's 9 this week.+1
02Your pledge
See what your pledge asks of you this week.
A yearly goal is hard to act on, so break it down. Enter your FYC goal and average case size, and the sheet works back through your ratios to Sets, Openings, Closings and cases a week. On the board, you see your points against your target, less leave and Singapore public holidays.
- Change the ratios to match your own
- Only you and your manager see your target on the board
- Anyone in your district can read a pledge sheet
- Sets15.6 at 1 point15.6
- Openings3.1 at 3 points9.3
- Closings1.3 at 4 points5.2
- Cases0.4 at 5 points2.0
- Pledge columnBeside the 38 she's logged so far32
03FYC
See your FYC add up, case by case.
Your year-to-date FYC comes from the cases you log. It shows how far you are from MDRT, COT and TOT, and what's left. A board ranks FYC month to date and year to date.
- FYC month to date and year to date
- There's a commission calculator for one insurer's products
- MDRTFrom the FYC on his logged cases41%
- COTReached14%
- TOTReached7%
- Agency promotionYour agency's own target55%
- What's leftAn amount a week and an amount a monthArithmetic on what he logged, not a forecast
04The slow weeks
See your own progress in the weeks with no close.
A week with no case still shows your work, because each Set and Opening earns points. One entry in a week keeps your streak going, and leave weeks don't break it.
- Your count sits beside your points on the board
- Daniel Tan, Week 4Milestone reached: 4 weeks
- Daniel Tan, Week 5A bad week, one entry. Streak kept.
- Daniel Tan, Week 6This week: 21 calls logged6 weeks
- Daniel Tan, Week 8Next milestone
- Farid Ismail, Last weekOn leave. His streak isn't broken.
051:1s
Walk into your 1:1 with the same numbers your manager has.
Your 1:1 stops being your memory against theirs. Your manager's notes go on a coaching sheet, and you get a read-only copy. In your weekly check-in, you can ask a coach what to work on next, and it reads your past check-ins and your last 12 weeks of numbers.
- Your copyEverything your manager wrote with you.
- Your copyYou can read it all; only they can edit.
- Action Plan, Last ThuCall the old list, book 2 meetings
- Remarks, Last ThuBusy week, so we cut the list to one thing
Goes well with
See this week's number before anyone asks.
Bring your agency leader to the walkthrough.
30 minutes. You choose the day and the time.
Before you tell your leader
What advisers ask first
No. It doesn't build financial plans or hold portfolios, and it isn't built to suggest a product. It tracks your activity, your pledge and the FYC you log.
No. Sign-up is by invite, so your agency has to be on it.
What you log and when, your late entries and edits, your target, your cases and your check-ins. If your team uses the daily mood check-in, they also see the face you pick. They don't see your note.
Yes. Anyone in your district can read your sheet, including My Why, and your weekly check-ins. On the board, only you and your manager see your target.
No. Logging never asks for your location.
There's no public price yet. Your agency gets a price on the walkthrough.