🎯 Today’s Focus
Small daily actions create big monthly numbers. Check these off every day.
Daily checklist (15–45 minutes)
- Call/text 5 follow-ups (quoted or warm leads)
- Send 3 quotes (same-day response)
- Book 1 appointment (review or close)
- Update pipeline stages (Quoted / Follow-up / Sold / Lost)
Tip: Most deals close on the 2nd–4th follow-up. Don’t stop at one text.
“You are here”
Current priority: Move leads from Quoted → Follow-Up → Sold
If you have 0 quotes out, start with “New Quote” first.
If you already have quotes out, focus on follow-up + closing.
If you already have quotes out, focus on follow-up + closing.
📈 Production Snapshot
Keep these simple. If you don’t have live commission data yet, track policies & premium first.
Open EZLynx production reports →
Open EZLynx production reports →
Policies this month
0
Goal: 10+
Premium written
$0
Track daily
Pending apps
0
Follow up 24–48h
Close rate
—
Add once you have data
⚡ Quick Actions
One-click shortcuts into your core systems.
➕
Start New Quote (P&C)
Launch EZLynx to quote auto, home & personal lines (no commercial).
📋
View My Leads (CRM)
Open EFA CRM for leads, SMS, email and calendar.
🧾
Submit Applications & Docs
Upload/download forms in the shared Google Drive folder.
🛟
Book Support
Get help with a case, carrier question or workflow.
🗂️ Pipeline Overview
This is your scoreboard. Keep it moving daily.
New
0
Respond same day
Contacted
0
Confirm needs
Quoted
0
Send options
Follow-up
0
48–72h cadence
Sold
0
Ask for referrals
Lost
0
Re-market later