Agent Dashboard & Clients

The Agent Dashboard shows active clients, assets under management, combined cash value, and monthly cashflow, with reminders for anything due. Each client has a detail view with a pipeline stage and six tabs.

How to use it

Use Quick Actions to write a note, send an update, or check pending invites. The Reminders banner surfaces tasks due today or overdue.
Open My Clients and click a client. Set their pipeline stage: Prospect, Onboarding, Active, Review, or Lapsed.
Work the tabs: Policies (read-only), Tasks, Files, Notes (private, pinnable), Message, and Activity (an automatic log).