This will be sent to the owner for approval before it appears for the team.
This will be sent to the owner for approval before it appears for the team.
π
Click to upload PDF or drag and drop
PDF files only Β· Max 20MB
Wall of Fame
Every level on the Legacy Ladder β and who's holding it. (Based on Gateway issued/paid numbers.)
My Activity
π
You haven't submitted your Success Schedule this week
Submit it to stay eligible for leads and keep your goals on track
This Week's Goal Progress
Log Today's Numbers
Numbers submitted here update all your charts and leaderboard position instantly
π Lead Vault Sale
β οΈ Enter the name exactly as it appears in the Lead Vault spreadsheet β not their legal name. Mismatches cause tracking errors.
Editing existing entry
My Submissions
β
Date
Dials
Pickups
Presentations
Sales
Annual Premium
Dial Time
Notes
Edit
Lead Analytics
Log Lead Purchase
Track every lead order so your analytics show exactly how many leads of each type you have and what your true cost per sale is
This will be sent to the owner for approval.
Lead Purchase History
β
Date
Lead Type
Qty
Total Cost
Cost / Lead
My Pipeline
π Follow Up Today
Log a Presentation
Live Tally
Dials
0
Pickups
0
Prezis
0
Sales
0
Dial Time
0:00:00
β Presentation logged!
All Presentations
Client
Phone
State
Carrier
Premium
Status
Presented
Follow Up
Notes
No presentations logged yet
π In Progress (Drafts)
Agent Onboarding
Licensing
Welcome to Takeover Financial! The first step to becoming an independent broker is getting licensed and we are here to walk you through it every step of the way.
Each state has their own requirements, so please follow the steps for your resident state! You will book your exam first and then we will send the study materials out for FREE.
State exceptions: Alabama, Arkansas, Colorado, Kentucky, Louisiana, Massachusetts, Maryland, Pennsylvania, Michigan, Mississippi, North Carolina, South Carolina, Tennessee
Your one-stop hub for every carrier. Quickly access portals, agent portals, underwriting guides, agent portals, customer support contacts, and other essential documents.
How each agent is tracking against their submitted weekly goals.
Lead Eligibility
Agents are eligible if they submitted a Success Schedule this week AND hit at least one of: 1,500 dials, 7 presentations, or 2 sales β based on last week's activity (MonβSun). New agents can be manually overridden.
This week's numbers earn next week's leads.
Agent Management
All Agents
After adding here, go to Supabase β Authentication β Add User with the same email to create their login password.
Name
Email
Role
Status
Upline
Agency
Actions
Lead Vault Sold Clients
Clients submitted by agents when logging daily sales. Mark as removed once pulled from the vault.
Client Name
Phone
Email
State
Agent
Date Submitted
Status
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π Tier 1 Lead Sales
Agent
Client
Lead Type
Carrier
Premium
State
Date Sold
Loadingβ¦
π Tier 1 Leads Removed
All policies sold from Tier 1 leads. Mark clients as removed once the lead has been pulled from rotation.
Client Name
Phone
State
Lead Type
Agent
Date Sold
Status
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π’ Agency Branding
Manage agencies and assign agents to them. Each agency gets its own branding when agents log in.
+ Add New Agency
Assign Agent to Agency
Team Settings
Weekly AP Goal
β Goal updated β leaderboard will reflect the new target
π
Welcome, Agent!
You're in contracting. Work through this checklist and you'll be selling before you know it. πͺ
Your Progress
0 of 9 complete
Just getting started β let's go! π₯
β
Order The Compound Effect by Darren Hardy
Required reading. Order it now and finish it within your first 2 weeks. This book explains the exact mindset behind building something real.