Items MTD
—
of — goal
—
Premium MTD
Month to Date
—
Quotes
—
Month to Date
—
Calls
—
Month to Date
—
My Quote Pull-Through
Loading...
Monthly Goal
—0%
of goal
Monthly Items Goal
0 / 0 items
—
Current pace/day
—
Required pace/day
—
Projected EOM
—
Items still needed
Daily Activity Targets
— days left Loading...
AI Daily Briefing
Personalized coaching based on your recent performance
Generating your personalized briefing...
Goal Progress
Loading...
Team Leaderboard
Items MTD Loading...
Working Days Progress
—
Days elapsed
—
Days remaining
—
Total work days
—
Month progress
AI Goal Advisor
👋 Hi! I'm your AI Goal Advisor. Ask me about your goals, how to hit your targets, or how to close more deals this month.
Close Rate
—
Items ÷ Quotes
Avg Premium / Item
—
Per item sold
Talk Time MTD
—
Total minutes
Full Performance Breakdown
Pyramid Compliance
Loading...
Loading your activity...
AI Performance Coach
💪 Motivate
🎯 Objections
📝 Script
Loading your coaching profile...
Your DNA Profile
Loading DNA...
Manager Notes
FROM MANAGER
Focus on increasing quote volume this week. Your close rate is strong — we need more opportunities in the pipeline. Check LeadSwami daily for fresh leads.
Call Script
1
Opening
"Hi, I'm calling from [Agency]. Is this a good time? I have some information about protecting your assets..."
2
Needs Assessment
"Can you tell me what coverage you currently have? Are there any gaps you've been thinking about?"
3
Quote & Close
"Based on what you've told me, I can get you a quote right now. The best time to start coverage is today..."
4
Objection Handle
"I understand. Most people feel that way at first. Let me show you how this actually saves money long-term..."
AI Sales Roleplay
Practice with AI customersPractice scenarios from your DNA:
Loading your personalized scenarios...
Grading Rubric
Every scored call is graded on these 7 categories (0-100 each); overall score is 0-10.
1. Opening - Clear intro: name, agency, reason for call, set the agenda.
2. Rapport - Build trust; warm, personable, active listening.
3. Discovery - Uncover needs, current coverage, life situation, pain points.
4. Presentation - Tailor the quote to their needs; explain the value clearly.
5. Objection Handling - Address price/timing/competitor concerns confidently.
6. Closing - Ask for the sale; set clear next steps and urgency.
7. Compliance - Required disclosures, accurate statements, no misleading claims.
My Call History
Click Load Calls to fetch your recent call history from Ricochet.
Log Today's Activity
Saved locallyItems Sold
Quotes Given
Calls Made
Talk Time (min)
Quick Reference
DAILY PYRAMID
4 policies sold · 12 quotes · 4 hours talk time daily.
CLOSE RATE TARGET
Agency target: 15%+ quote-to-sale conversion. Top agents average 18-22%.
PREMIUM SWEET SPOT
Focus on $800-$2,400 annual premium. Bundle Home + Auto for best retention.
DAILY CALL RHYTHM
Morning: new leads. Midday: follow-ups. Afternoon: re-quotes. 25+ conversations/day.