Agent Portal

Lead Vault

Record closed business and flag numbers that should never be dialled again. Both actions update the Vault sheet immediately.

Vault connected Closed Leads →

Active Leads

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Available in the Vault

Closed Today

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Across all agents

Total Closed

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All time

Total AP

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Annual premium written

Close a Lead

Logs the sale to Closed Leads and removes the lead from the Vault.

Sale

Lead Name *

Spelling must match the Vault sheet exactly.

Your Name *

Date of Sale *

Annual Premium *

Submissions are final and visible to your team lead.

Pulls the lead out of the Vault and records it on the DNC list.

DNC

Lead Name *

Reason *

Phone (optional)

Your Name *

Notes (optional)

Removal is permanent. The number stays on the DNC list.