Life Insurance CRM Dashboard
248Total Authorized Leads
37Appointments Set
14Applications Started
72%Avg Persistency Score
9High-Risk Policies
Pipeline
New Lead
91 leads
Contacted
48 leads
Appointment Set
37 leads
Needs Analysis
21 leads
Application Started
14 leads
Submitted
8 leads
Issued/Paid
5 leads
Nurture
22 leads
Dead
2 leads
NDA guardrail: demo uses fake data. Real build imports/uses only authorized LAPSE LEAD POOL data for Cristina’s CRM. No selling, sharing, reuse, or external mixing.
Leads
| Name | Source | Agent | Stage | Risk | Next Follow-Up |
|---|---|---|---|---|---|
| Sample Johnson | LAPSE LEAD POOL | Cristina Ravard | New Lead | 82% | Tomorrow |
| Demo Martinez | LAPSE LEAD POOL | Cristina Ravard | Application Started | 57% | Aug 1 |
| Angela Rivera | LAPSE LEAD POOL | Future Agent | Appointment Set | 28% | Friday |
Lead Detail — Sample Johnson
Contact + Pipeline
Chargeback Risk: 82%
Survivor Price Sensitive Spouse Approval
Why risk is high
- Expressed uncertainty around affordability.
- Needed spouse approval.
- High hesitation score.
- No 48-hour welcome call completed.
Recommended Save Actions
- Schedule 48-hour welcome call.
- Confirm payment draft date.
- Send onboarding/expectation recap.
- Reinforce why she bought.
Import Authorized Leads
Import page will accept CSV files from authorized LAPSE LEAD POOL only. Demo does not upload real files.
Columns: firstName, lastName, phone, email, state, age, leadSource, assignedAgent.
Chargeback Intelligence
9High Risk Policies
72%Average Persistency Score
$4,820Commission At Risk
91%30-Day Persistency
84%60-Day Persistency
Risk by Personality Matrix Type
| Type | Policies | Avg Risk | Best Save Action |
|---|---|---|---|
| Survivor | 8 | 76% | Safety + expectation confirmation |
| Analyst | 11 | 41% | Logic recap + policy details |
| Validator | 6 | 49% | Proof + testimonial follow-up |
| Skeptic | 5 | 69% | Remove hype + confirm understanding |
Agent Growth
1Active Producer
0Agents Under Cristina
FutureTeam Pipeline Ready
Built for scale
- Assigned agent ownership
- Agent close rate
- Agent chargeback/persistency rate
- Recruiting pipeline notes
- Book of business by agent