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RISK TO RICHES
● SECURE SESSIONAgent: —15:00
WELCOME BACK
TODAY'S ACTIVITY auto-tracked from your dialer
CALLBACKS DUE
MONTHLY GOAL
WHERE YOU STAND
RECENT WINS
No issued policies yet — put the first one on the board.
CALLBACK QUEUE
Every “call me back” lands here with a time on it. Nothing falls through.
NAME
PHONE
DATE
TIME
NOTE
OBJECTIONS & REBUTTALS
The team's collective answer to every stall. Search it live on a call, and add what works for you.
⚡ AI REBUTTAL — PASTE WHAT THEY ACTUALLY SAID
THE OBJECTION — IN THEIR WORDS
YOUR REBUTTAL
CATEGORY
ACTIVITY
Effort is the one thing you fully control. Dials, contacts, presentations and apps are captured automatically every time you disposition a call.
YOUR FUNNEL
LAST 14 DAYS — DIALS
💪 EFFORT LEADERBOARD
PERSISTENCY
Business that stays on the books is the only business that pays. Track what's in force, what lapsed, and what you're exposed to on chargebacks.
⚠ ESTIMATED CHARGEBACK EXPOSURE
Exposure is estimated from your advance settings below and the months a policy stayed in force. Actual chargeback amounts are set by each carrier's contract and can differ — treat this as a planning figure, not a statement of account.
ADVANCE %
ADVANCE MONTHS
Set these to match your contract. Used for chargeback estimates here and in the comp calculator.
MY BOOK OF BUSINESS
CLIENT
CARRIER
PREMIUM
ISSUED
MONTHS
STATE
EST. CHARGEBACK
TEAM PERSISTENCY
COMP CALCULATOR
What a case actually pays you, when it pays, and what it costs if it falls off.
The Case
ADVANCE IN YOUR POCKET
$0
Total first-year commission$0
Paid as advance$0
Remaining as-earned$0
As-earned per month$0
Renewal year 2 (est.)$0
Chargeback if it lapses$0
Net if it lapses$0
Estimates only. Commission levels, advance terms, renewal schedules and chargeback rules are set by your contract with each carrier and vary by product. Confirm against your commission statement.
How Many Cases To Hit Your Goal
FINAL EXPENSE COMPARE
Side-by-side benchmark premiums across every final expense carrier we write. Use it to sanity-check pricing on a call — not as a quote.
Final Expense Benchmark Lookup
Carrier
FE Product
Benchmark Monthly
Plan Type
Notes
⚠ THESE ARE BENCHMARKS — NOT QUOTES
Every number on this page is a benchmark built from rates the carrier itself publishes in its illustration and quoting tools. They assume a clean, best-class final expense applicant.
Health factors are not calculated here. Medical conditions, prescriptions, build chart, tobacco class, height/weight, hospitalizations, and any rate-class downgrade or graded/modified placement are not reflected in these figures. A client's real premium can land meaningfully higher than what is shown, or the carrier may decline or move them to a graded product entirely.
Always run a live quote in the carrier's own portal and confirm underwriting before presenting any number to a client.
Benchmarks anchored to carrier-published rates (Americo, Mutual of Omaha, Aetna Accendo, Corebridge, Transamerica, American Amicable, Royal Neighbors) and interpolated across ages between published anchor points. Final expense products only.
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
📤 UPLOAD CSVor drag one here
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
📤
UPLOAD YOUR CSV
Drag a file here or click to browse.
Column headers are detected automatically — name, phone, state, age, gender.
▶or type / paste leads manually
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
✓ Copied! Now paste into Tampermonkey.
SESSION ACTIVE
● AUTO-DIAL ON
CURRENT LEAD
OPEN GOOGLE VOICE
Disposition on the overlay — the portal advances by itself.
HANDS-FREE MODE
— work entirely from the Google Voice overlay. Every disposition you tap there advances this list automatically. No clicking back over here.
LAST CALL
SESSION COMPLETE
All leads have been dispositioned. Results below.
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.
✓ Saved
REQUEST LEADS
REQUEST PENDING
Your lead request is waiting for admin approval. You'll see your leads here once approved.
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
Every agent's book, out in the open. Track the curve, chase the board, log your policies.
MY ISSUED PREMIUM — THIS MONTH
$0
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🏆 TEAM STANDINGS
🔥 AGENT LEADERBOARD
Visible to every agent
LOG A POLICY
CLIENT NAME
CARRIER
PRODUCT TYPE
FACE AMOUNT
ANNUAL PREMIUM
STATUS
MY PIPELINE
CLIENT
CARRIER
PRODUCT
FACE
PREMIUM/YR
STATUS
DATE
LINKS
Quick access to contracting platforms and carrier agent portals.
CONTRACTING PLATFORMS
CARRIER PORTALS
OTHER TOOLS
RISK TO RICHES
Admin
Dakota Goff
AGENT ROSTER
Agent
Username
Status
Last Login
Device
Last IP
Logins
Actions
ACTIVITY LOG
VOICEMAILER QUEUE
TEAM ANNOUNCEMENT
Shows at the top of every agent's Home dashboard. Leave it empty and hit save to clear it.