Contests
- Founders SprintEnds Thu, Dec 31, 2026
- November APV RaceEnds Mon, Nov 30, 2026
News
- Carrier lineup is final for launchMon, Nov 2
- Live dial session moves to WednesdaysFri, Oct 30
- New: scan your app in Submit a SaleThu, Oct 29
Your Trackers
This week · Mon Nov 2 – Sun Nov 8Where the money comes from
November to dateJump in
My Day
Everything that needs you today — pending business, follow-ups, and first drafts — in one place.
Pending Business
Cases in underwriting, issue, or paymentMutual of Omaha · Final Expense · Carrier is reviewing medical records before a decision.
Transamerica · Term Life · Policy is ready to issue once the signed illustration page comes back.
Foresters · Whole Life · First draft failed — needs updated bank information from the client.
Follow-Ups
People expecting to hear from youRan appointment last week, asked to think it over. Call back with the simplified quote.
Policy delivered Oct 20. Two-week check-in: confirm the draft hit and answer questions.
Waiting on a copy of her existing policy for the replacement comparison.
Upcoming First Drafts
Verify each one went through with the carrierAetna · Final Expense · $74/mo · First draft scheduled with the carrier.
Banner · Term Life · $112/mo · First draft scheduled with the carrier.
SBLI · Whole Life · $96/mo · First draft scheduled with the carrier.
Tracker
This tracker stands alone — it isn’t fed by any CRM. Your numbers come from what you log here, the sales you submit, and your uploads.
Today
Monday, Nov 2, 2026Daily activity
Tap a number to type a total, or use the − / + buttons — every change saves on the spot. Presentations add up on their own: appointments that sat, plus the presentations you ran on the phone. Missed a day? Use the arrows, tap a day in This Week below, or Edit in Activity history.
This Week
Sun Nov 1 – Sat Nov 7, 2026Month to Date
November 2026Sales by source
Which stream sells more — appointments you ran, or one-call closes on the phoneMoney per step
What each step of your work is worthYour funnel & production
The deeper look — same logged numbers, fuller picture. This week · vs last weekYour sales funnel
This week · Sun Nov 1 – Sat Nov 7, 2026The value of your activity
APAP is annual premium, not compensation or profit.
Production over time
Daily totals within your selected periodConversion & efficiency
Oct 26 – Nov 1 comparisonActivity history
This week · Sun Nov 1 – Sat Nov 7, 2026 — tap Edit to load a day into Daily activity aboveExpenses by day come from that day’s lead purchases and expenses on the Profitability page.
Submit a Sale
Scan the application and everything fills in for you — or type it in below. Either way, check it before you submit.
Scan the app
Drop the application here (or a photo of it). The scan reads the client info off the page and fills in the whole form automatically — you just confirm it.
Sale details
Manual entry works too — every field below can be typed.Sale submitted.
It’s on your tracker and in My Submissions.
Posted to Discord — Cody Bender · $0 APV · Mutual of Omaha · Draft Nov 16
Leads
Leads you upload or add by hand land here, sorted Complete or Incomplete by what’s on the row.
Clients
Your book of business — who’s approved, who’s pending, and what it’s worth.
Recent clients
Leaderboard
Work turns into Hustle Score. The highest score leads the day — and the week.
Hustle Score
Top 10 — Hustle
Profitability
Cash only — money that actually hit your account, minus what you spent to get it. Premium lives on the tracker; deposits live here.
The watcher opens mail from carriers and the brokerage to catch deposits — payment and commission emails only. Nothing else in your inbox is read.
Your money
This month · November 2026The rule: Premium and commission estimates don’t count as deposits. A deposit counts when it’s confirmed — by you, by a matched carrier email, or added by hand — never from an estimate.
Caught from email
Deposits pulled out of carrier payment emailsMatched to Maria Delgado — Term Life · Nov 2, 2026. From: commissions@transamerica — payment advice, Nov 2. Already in your deposit records, tagged “via email.”
No clean match — the amount doesn’t line up with a pending deposit, so it waits here instead of being filed silently. From: commissions@foresters — payment advice, Nov 2.
Pending deposits
Created when one of your submitted policies is marked issued — expected amount is the annual premium × your contract level, timed to the first draft date. Confirm when the money actually lands. Missed by the email watcher? Add one by hand.Deposit records
Confirmed money, November 2026| Date | Type | Description | Amount |
|---|
Lead source profitability
What each source returned after its lead cost| Source | Lead spend | Sold policies | Annual premium | Deposits | ROI |
|---|
ROI = recorded deposits − lead spending, for that source. ROI % = (deposits − lead spend) ÷ lead spend × 100.
Lead purchases
| Date | Vendor | Lead type | Leads | Amount |
|---|
These purchases are where the Leaderboard’s lead spend and leads purchased numbers come from.
Other expenses
| Date | Category | Description | Amount |
|---|
Team
Steadfast Benefits Group at the top, three agency lines underneath — every agent sits under their own agency. Admins see their whole agency; the Steadfast level sees everything rolled up.
Steadfast Benefits Group
Owners Jake Van Dusen, Cody Bender, and Xander Wolle — full-team view across all three agency lines.
Invite Agent
Share this link — the agent creates their own account and login from it.Link copied — send it to your agent any way you like.
Roster by agency
Pending invites
Sent, but the agent hasn’t created their account yet.Trainings
Calls and lessons, in one place.
Trainings land here
This is where the training library lives when the platform launches:
- Recorded training calls, newest first
- The Wednesday live dial session replays
- New-agent starter lessons, in order
Scripts
What to say, word for word.
Scripts land here
The full script library lives here at launch:
- Appointment-setting and door approaches
- The fact-finder (FIF) and trust conversation
- Client Qualification Form (CQF) scripts for new agents
- Objection handling, by product
Support
Stuck on something? Start here.
Support lands here
At launch, this page carries:
- Carrier contact numbers and agent portals
- Contracting and licensing help
- A direct line to the home office