📊 Unitrust ROI
Dialer & call console
📞 Dialer / All Leads
📅 Appointments
👥 Client List
📊 My Stats
🚫 Not Interested
📞 Dials Today
0
since 6:00am PT
✅ Closes Today
0
Sales
$0
All
🔥 A
AA
D·CA
D·MS
Total Leads
0
Close Rate
0%
💵 Sales & Profit
✏️ comp %
💰 ROI by Tier
✏️ edit costs
Tier
Leads
Spent
Appts
$/Appt
$/Deal
📞 Callbacks
📅 Upcoming Appointments (
0
)
📞 Active Leads (Tap to View)
Quick Dial
×
⬅️ Back
Lead Name
Next ➡️
×
📞 Tap to Call
💬 Text this lead
📝 Notes
Not int
No mortgage
Sold property
Spanish
Uninsurable
DNC
💾 Save Note
❌ No Answer
📅 Set Appointment
📝 Submitted
📞 Set Callback
⏰ Callback tomorrow AM (9:00)
Result:
✅ Sold
🚫 No Show
❌ Declined
📅 Reschedule
↩️ Mark Chargeback (policy cancelled)
📅 Set Appointment
×
📅 Date
🕐 Time
✅ Save Appointment
📞 Set Callback
×
📅 Date
🕐 Time
✅ Save Callback
✅ Log Sale
×
💍 Spouse / Co-insured
— if it's a couple
🛡️ Coverage / Face Amount ($)
— total household
💵 Annual Premium ($)
🏢 Carrier
Select carrier…
Mutual of Omaha
Transamerica
Corebridge/AIG
Americo
GTL
American Amicable
United Home Life
Liberty Bankers
SBLI
Foresters
Other
💰 Commission ($)
— auto-calc, editable
🧑🤝🧑 Beneficiary
— name (relationship)
✅ Save Sale