Items MTD
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Premium MTD
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Quotes
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Calls
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Production
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Monthly Goal
—0%
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Monthly Items Goal
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Current pace/day
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Required pace/day
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Projected EOM
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Items still needed
If You Pick Up The Pace
Average
items/day for the remaining — day(s)
→ you'd finish at — items
Daily Activity Targets checking...
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AI Daily Briefing
Personalized coaching based on your recent performance
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Goal Progress
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Team Leaderboard
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Working Days Progress
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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
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Items ÷ Quotes
Avg Premium / Item
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Per item sold
Talk Time MTD
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Total minutes
Full Performance Breakdown
Pyramid Compliance
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AI Performance Coach
💪 Motivate
🎯 Objections
📝 Script
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Your AgentX Profile
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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 AgentX Profile:
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Pick the prospect personality — then read their cues and adapt:
Neutral selected — a normal, reasonable prospect.
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
Daily target: 4 policies · 12 quotes · 4 hrs talk time.
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.