Log a call
1Who's on the call?
2How did it go?
💰The deal
📅Call them back?
📝Private notes
Only ever visible when you open this deal
Required Qsi
0/3
Entries
| Date | Name | Reason | Pitch | Y/N | Q3 | Deal size | Pmt date | Carrier / Policy | Level | Comm | Structure |
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Call reason breakdown
| Reason | Calls | % Share | Close % |
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Pitch performance
| Pitch | Used | Close % |
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Monthly cash flow
| Month | Calls | Closed | Conv % | Submitted $ | Pitchable | Pitch close % | Advances | Backends | Earned | Chargebacks | Total cash | YTD cash |
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Filters
💡 Set “Payments from/to” a year out to see backend installments and paid-as-earned income you're owed in that window.
Payment schedule in range
| Due date | Client | Carrier | Policy | Type | Amount |
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Matching entries
| Date | Name | Reason | Y/N | Deal size | Pmt date | Carrier | Policy | Level | Total comm | Structure |
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Today at a glance
Your targets
Saved automatically as you type. Leave a target at 0 to hide its card.
Pitch rate ignores calls you can't pitch — NON-Life, Death Claim and Instant Hangup never count against you.
This week
Last 14 days — pitch rate
Filter callbacks
Call backs
| Follow-up date | Status | Callback for | Client | Phone | Reason | Pitch | Y/N | Carrier |
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