READY TO SELL+6
18
Activated this month
Thursday, August 27 · Insurance Agent Training
Good evening, Luis.
Three cases need a decision. Everything else is moving without you.
NEEDS ATTENTION3
19h
Oldest unresolved decision
MEDIAN CONTRACTING−31%
4.2d
Compared with the manual baseline
AUTOMATED TOUCHES84%
13.4h
Recruiter time recovered
Exception-first work
Needs your attention
Only decisions automation cannot safely make.
Live flow
Recruiting pulse
New12
Contracting9
Waiting7
Manual work4
Ready18
84%
Automated completion
Human attention is reserved for exceptions.
One case, one truth
Active recruiting cases
Loading authorized case data…
| PRODUCER | PRODUCT | PHASE | NEXT ACTION | AGE | Open |
|---|
One resolved carrier set
Package Builder
Create both messages from one approved rules snapshot.
TX
Texas package10 requested · 0 excluded
Static sections included
Dental & Vision · 4Life · 6ACA Alternatives · 3Both outputs are generated from this immutable snapshot and cannot silently diverge.
Effective-dated governance
Carrier rules
ACA · TBI10 marketplace carriers · source reviewed Aug 27
1 conflictACA · TBI7 marketplace carriers · approved ruleset v3
ApprovedACA · TBI6 marketplace carriers · approved ruleset v2
ApprovedReliability
Automation health
HighLevel projectionConnected0 conflicts
Event queueHealthy5-attempt policy
Dead-letter queue0Needs replay
Last reconciliation2mago
Cross-product intelligence
Production Signals
CSB-inspired daily operating numbers with source and permission provenance.
7-DAY TEAM SIGNALS
Applications7Annual premium$5,900Medicare enrollments3
11
CROSS-SELL OPPORTUNITIES
Permissioned follow-ups readyFE → MA · ACA → ancillary · owner and consent recordedEvery activity fact shows its source. Health, banking, SSN, and carrier-portal credentials never belong in this scorecard.