NEXLEVEL — Elite Closrz

◆Nexlevel◆

Elite Closrz

Live

◆ Record $63.6k/wk

Alerts

Time zone

Monthly goal — $500,000

NexLevelAgent

Time frame

Custom range

◆ Log a sale

Post it to the board

Annual premium

Lead type

Agent

Carrier

Product

Effective date

Client age

Lead vendor

Lead kind

Date of sale

◆ Stack

Same client, more than one carrier? Add each policy — it posts as one sale, paid per carrier.

Stack total (what posts to the board)$0

Client

First name

Last name

Phone

Policy details optional · fills the Book of Business so you never type it twice

Policy number

Monthly premium

Face amount

Draft date

Client state

Notes

Posts to the whole team instantly · lands in your Book of Business · pulls the number out of every other queue

Weekly recap generator

Week starting (Mon)

Viewing stats for (admin)

From To

Sale history

Lead supply — Level Up weekly packs

How much runway is left before agents start coming up short on their weekly pack, based on who's actually enrolled right now.

Weekly lead drops — Monday & Thursday tracker

Check an agent off once you've sent their Monday 100 or their Thursday bonus 100 — this resets fresh every Monday automatically, so nothing carries over from last week. Click to check, click again to undo.

Recent sales — fix a number or remove one

Add a new agent

They can sign in with that email and password right away. You can change either one later from their card below.

Agent login codes — give each agent their personal code

Each agent logs in with their own code and sees the leaderboard plus their personal dashboard. Tap "New code" to generate one, or "Edit" to type your own. Codes aren't case-sensitive. Use the upline dropdown to build your downline structure — team numbers roll up automatically on profiles.

Team goal — the whole team's monthly AP target

This is separate from each agent's own personal goal below — this one number drives the "% of goal" shown on the leaderboard for everyone.

Current: —

Personal goals — each agent's own weekly target (this week, Mon–Sun)

Feature rollout — release new features to the team when you're ready

Off = only Travis and admin can see it (you'll see a small "Preview" tag on it). On = everyone. Flip it back off any time.

Photo approvals

Agents can upload their own profile photo, but nothing shows on the leaderboard until you approve it here.

Sale conflicts — your call

When someone logs a sale on a number that was another agent's lead, or that was already closed by someone else, the sale goes through, the number is pulled from everyone else, and the exact situation lands here — only you see it. Agents are never notified.

Disconnected number reports

An agent reports a number as disconnected here, not on their own — approving pulls the lead out of the system, rejecting sends it right back to them untouched.

Level Up requirement — the rule, and who's meeting it

Every Monday 7:30am the week gets graded automatically: miss it once → a warning on their Level Up tab and in their bell; miss it two weeks in a row → taken off Level Up leads and their unsold leads go back into the rotation. Passing = every lead dialed the minimum rounds, or the close count. You can clear a warning, remove or reinstate anyone here.

Level Up tracker — who's actually working their leads

Everyone on the Level Up program, sorted by who's been quiet the longest. Worked = leads they've dialed at least once. Touches = dispositions and notes logged in the last 7 days. Sold = AP this week. Click a name to open their profile.

IP numbers — official issued-paid from Gateway

What the IP Board and Comp-Up tracker run on. Each month's numbers get written here (by the Chrome-side Claude when a new report posts, or pasted by hand below). Adriana rolls into Travis and never shows on the board.

Carriers

The carrier dropdown on Submit Sale, sale edits, and Book of Business.

Comp grid — what each contract level actually pays

This is the exact table used to calculate own commission and override on the Overrides page and the upfront estimate card — pulled straight from the comp guides. Read-only here; ping me to update a number if a carrier's grid changes.

Performance

Your funnel, what a sale costs you, and which leads actually pay

Official IP

Issued-paid straight from Gateway — the numbers that count

↑↓ to move · Enter to open · Esc to close

Recruiting

Bring people in without anyone slipping through

The board is everyone you're tracking: Interested (filled out the site or you added them) → Call booked → Follow-up → In course → Contracting → First sale. Drag between lanes or use the status dropdown in the card; the card is where you book the call, mark the outcome and keep notes. Paid leads is a one-time work list for the old Meta leads — dial down it top to bottom, and hit "→ Board" on anyone worth tracking. It disappears when it's empty. ⌘K / Ctrl+K finds anyone.

The Vault

Free leads for your first 6 weeks. Pick a state, dial straight down the list, track your own numbers.

First come, first serve — the moment someone marks a lead Sold or Closed it drops off everyone's list. Dial from your phone, then tap + on that lead so it counts (− if you fat-finger it). Sold logs the sale. Closed is for anything that's done: not interested, do not call, bad number. Nothing else to fill in.

My Team

Personal — what that agent wrote themselves. Hierarchy — their own AP plus everyone under them. Volume — that leg's share of the tree you're looking at. Top leg — how much of that person's own hierarchy comes from their single biggest leg (the promotion number). Click a manager to open their leg, click a name for their profile.

Override commissions

Each person earns the gap between their own comp % and the comp % of whoever's directly below them in the chain — not a flat cut of everything under them. This walks the full upline chain on every sale, however many layers deep. All numbers below already assume a 70% industry-average persistency rate — 30% of first-year commission is treated as gone to lapses/chargebacks before you ever see it. (Own commission and override shown here are gross, before the advance timing — the Est. upfront card on My Stats applies the advance rate: 75% standard, 50% for Aetna since their advance period dropped from 9mo to 6mo.)

All leads — everything not sold, every bucket, every agent