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● SECURE SESSION Agent: 15:00
CARRIER SELECTOR
Enter client details for an AI-powered carrier recommendation with real underwriting rules and live rate data.
Your Contracted Carriers
Client Information
Health & Background
Goals & Notes
CARRIER RECOMMENDATION
RATE COMPARE
Enter client basics to see estimated monthly premiums across all FE carriers side by side. Based on live rates pulled directly from carrier portals.
Quick Rate Lookup
CarrierProductEst. MonthlyPlan TypeNotes
★ Rates are estimated based on confirmed anchor points pulled directly from carrier illustration tools (Americo, Mutual of Omaha, Aetna, Corebridge, Transamerica, American Amicable) and projected using actuarial scaling for other ages/amounts. Always run a formal carrier quote before presenting to client.
CARRIER INTEL
Quick reference for underwriting rules, build charts, knockout conditions, and key decision criteria for all 14 carriers.
VOICEMAILER
Enter your leads, set your phone number, and load your voicemail audio before calling.
AGENT PHONE NUMBER
Your outbound number for this calling session.
VOICEMAIL AUDIO
Upload the .mp3 file you want to leave as a voicemail.
No file selected
LEADS
Enter one lead per line. Format: Name, Phone Number
AUTODIALER
Load your lead list, start the session, then use the TamperMonkey overlay on Google Voice to disposition each call.
LEAD LIST
One lead per line — Name, Phone Number
TAMPERMONKEY SETUP — ONE TIME ONLY
1. Install Tampermonkey from the Chrome Web Store — search "Tampermonkey" or go to chromewebstore.google.com
2. Go to chrome://extensions in your address bar → turn on Developer mode (toggle in the top right corner)
3. Click Details on the Tampermonkey card → scroll down and enable Allow access to file URLs and toggle on Allow in Incognito if you use incognito
4. Click the Tampermonkey icon in your toolbar → go to Settings → under Config Mode set to Advanced → find Allow scripts to run and make sure it is enabled
5. Click the Tampermonkey icon → click Create new script
6. Click the button below to copy the script, then Ctrl+A to select all existing code in the editor and Ctrl+V to paste and replace it
7. Press Ctrl+S to save — the overlay will appear automatically on voice.google.com whenever a session is active
PAST SESSIONS
LEADS
Request leads based on your licensed states. Assigned leads feed directly into the Autodialer.
YOUR LICENSED STATES
Click each state you're licensed in. Selections are saved automatically.
REQUEST LEADS
YOUR ASSIGNED LEADS
AI CARRIER Q&A
Ask anything about carriers — coverage limits, underwriting rules, state availability, age limits, and more.
ASK ANYTHING ABOUT YOUR CARRIERS
"Where can I write a $600K term policy?"
"Which carriers accept diabetics for final expense?"
"What's the max face amount for Mutual of Omaha?"
"Which carriers are available in Texas?"
EARNINGS
Track your policy pipeline and see where you stand on the leaderboard.
🏆 LEADERBOARD
LOG A POLICY
CLIENT NAME
CARRIER
PRODUCT TYPE
FACE AMOUNT
ANNUAL PREMIUM
STATUS
MY PIPELINE
CLIENT CARRIER PRODUCT FACE PREMIUM/YR STATUS DATE
Admin
Dakota Goff
AGENT ROSTER
AgentUsernameStatusLast LoginDeviceLast IPLoginsActions

ACTIVITY LOG

VOICEMAILER QUEUE

EARNINGS PIPELINE
AGENT CLIENT CARRIER PRODUCT PREMIUM STATUS DATE

LEAD POOL
CSV IMPORT
Header row: FirstName, LastName, Phone, State, Age, Gender
MANUAL ENTRY
AGENT LEAD SETTINGS
POOL PREVIEW
NAME PHONE STATE AGE GENDER STATUS ASSIGNED TO