Welcome back, Agent
You've made 142 dials this week. Keep it going.
PRO TIER
Dials Today
23
+5 vs yesterday
Contacts
8
35% contact rate
Apps Written
2
25% close rate
AP This Week
$3,840
Goal: $5,000
Usage & Credits
Live across minutes, texts, and AI — top up before you run dry
Dials, last 14 days
Demo data
Leaderboard, this week
Team demo
1
Sarah K.
$8,420
2
You
$3,840
3
Marcus R.
$3,210
4
Devon L.
$2,890
Submit Call for VANCE Audit
Upload a recorded call. VANCE returns coaching across opening, discovery, objection handling, tonality, and closing — usually within 5 minutes.
Click to upload or drag & drop
MP3, M4A, WAV, OGG · Max 100 MB
Live Training
Drop into the virtual office, join scheduled sessions, watch replays.
Training Library
All 46 modules organized by section. Foundations through Annuity.
Coach VANCE
Live AI coaching • The Edlin Method
V
Coach Vance
The Edlin Method · Live AI Coaching
Online
Voice
Scripts
Battle-tested scripts by product line — step-by-step viewer with TCPA, coach notes, and carrier reference.
Underwriting Lookup
Search any condition or medication — see how AHL, Americo, and Corebridge handle the client.
Client Profile
0 conditions
·
0 medications
No conditions or medications added yet — search above to start building the client profile
⚠ Knockout Detected
★ Best-Fit Carrier
Build the client profile
Add conditions and/or medications above to see how AHL, Americo, and Corebridge each handle this client. The tool calculates worst-case placement across the entire profile and recommends the best-fit carrier.
Carrier Sheets
Quick reference per carrier — products, edge, age ranges, contacts. Customizable per agent based on appointments.
Eden — Your Personal Assistant
Daily briefing, schedule, and contact context — pulled from GHL + Airtable, coordinated with VANCE.
Ask Eden anything
Owner Console
Admin view for Jason and Debbie. Roster, activity, system health, revenue, compliance, and view-as.
Pipeline
Your active opportunities by stage. Click an opportunity to see details, click → to advance.
Contacts
All your leads and clients in one place. Joined from GHL + Airtable form-fill data.
Tasks
Today's to-do list — pulled from pipeline stages, Eden reminders, and manual tasks.
Profile
Your identity, contact info, licensing, and connected accounts.
Billing
Plan, usage, payment, and invoice history.
Support
Knowledge base, system status, and ticket history.