The Board Doesn't Lie
Two tracks. Points stack. Every dial, every deal, every recruit — counted once it's approved. Updates land for the whole floor in real time.
Top Producers
The Gauntlet
Rank Ladder
Cumulative approved points decide your title. Your badge follows your name everywhere on this site. Nobody stays a Recruit for long — unless they choose to.
My Progress
Activity Log
The $20K Ladder
Building Progress
Builder Actions
The Org Grows
Who recruited whom. Every branch is a business someone started. Second generation and beyond nest under their recruiter — this is what compounding looks like.
Cash It In
Rewards are being finalized — the point tiers are locked, the prizes are coming. Points are tracked per agent, not per team. Points expire 12 months after being earned. You must be active, licensed, and in good standing to redeem.
Skills Tracker
The seven skills every T1P agent gets coached on. Checked off by leadership as each agent is trained.
War Room
Live wire from the phones — every dial, presentation, and deal your agents text in, straight off the WhatsApp line.
Log Activity
Sales
Every policy written goes on the book — client, annual premium, status. The book is for tracking clients; the leaderboard, team goal and Gauntlet count only deals posted in the Discord.
Submit a Sale
AP Leaderboard
The Book
Scripts
Every opener, rebuttal, and close — loaded for reading between dials. Know it cold.
Agent Walkthrough
The path from Day 1 — what to do, where the resources live, how to improve quickly, how to make money, how to build long term.
Read This First
Licensing & Setup
Create a designated insurance email: FirstNameLastName.ins@gmail.com — e.g. Johnadams.ins@gmail.com.
- Pre-licensing course
- State exam
- Fingerprints / background check
- Receive your NPN number
- Receive your active state license through NIPR
- Complete the New Agent Agreement
- Submit carrier contracting through SureLC
- Join the Uncommon WhatsApp
- Join the Metro Discord
Plug Into Daily Training
Get Organized Early
Create a dedicated notes tab in your phone or computer specifically for insurance.
- State license number
- NPN number
- Carrier writing numbers
- Carrier login info
- Carrier support numbers
- Underwriting contacts
- Important links
- Log into the carrier portal immediately
- Create your online account
- Bookmark the login page
- Save your login information
- Learn where to submit business
- Learn where to check pending business
Set Up
- Agent resources
- Past Zoom trainings
- Carrier guides
- Underwriting information
- Product breakdowns
Start Learning The Business
Study mortgage protection.
- Conversation flow
- Discovery questions
- Tonality
- Presenting options
- Objection handling
- Closing simply
Plug Into Resources
- Trainings
- Scripts
- Carrier guides
- Underwriting help
- Presentations
- Resources
- Audios
- Objection handling
- Live calls
- Sales breakdowns
- Tonality
- Presentations
- Quoting
- Pricing
- Pitching products
- Product comparisons
- Sales tools
- Product breakdowns
Study Producers
Spend time learning from people actually producing.
- Live dials
- Objection handling
- Sales psychology
- Underwriting breakdowns
- Phone structure
Memorize The Fresh Script
Do not reinvent the script. It should be memorized within your first week in the business.
- Structure
- Flow
- Transitions
- Tonality
- Control
Start Hand Dialing
Before getting fancy, learn how to work manually. Start hand dialing first.
- How to talk to people
- How to control conversations
- How to handle objections
- How to stay on calls
- How to book appointments
Enter The Gulag
Everybody starts in the Gulag. The Gulag is free leads. 3 set deals gets you out — and $600 of aged leads. The point is not perfection. The point is reps.
- Learn the phones
- Learn objections — write down any objection and take it to your upline
- Learn follow-up
- Learn presentations
- Learn how to close
- Get comfortable being uncomfortable
Policy Tracker
Once you are out of the Gulag and actively writing business, create your account on the policy tracker.
- Pending business
- Draft dates
- Policy status
- Placement
- Retention
Keep a close eye on KCL, Foresters, and fully underwritten deals — these require stronger follow-up.
- Plug policy into the policy tracker
- Set up the client online portal the next day if approved
- Set a Google Calendar reminder for the draft date
- Check email and call the carrier to confirm the first payment went through
- Enroll the client into the retention campaign
- Plug policy into the policy tracker
- Call the carrier for updates and requirements
- Communicate updates with the client
- Get the policy approved or rewrite quickly
- Set a Google Calendar reminder for the draft date
- Confirm the first payment processed successfully
- Enroll the client into the retention campaign
Graduate To Aged Leads
Once you start making money from the Gulag, roll the money back into aged leads.
- $2–$6 aged leads
- High volume
- More conversations
- More reps
- Skillset
- Confidence
- Capital
- Consistency
Do not rush fresh leads before you are ready. You earn the right to work fresh by getting dangerous on aged.
Final Standard
$20–25K a month is the standard. From there: replicate yourself, teach others, build leaders — or become elite at production.
If you want to build: it starts now. Bring people around. Share the opportunity. Post. Recruit. Develop people. If you only want to produce: learn how to write a massive amount of business consistently.
The Firewall
The system runs the playbook — Locked Mortgage script lines and closes, the Blueprint, and the word-for-word objections outline. Answer with the right handle to crack a node. Ten nodes and the firewall falls. Three wrong answers and the trace catches you.
The Gauntlet
Every Monday the top producers are seeded into a bracket by last week's premium. Head-to-head, AP decides, losers go home. Survive to Friday and take the belt — it sits next to your name until somebody rips it off you.
Vault Records
The all-time marks. Records don't reset, don't expire, and don't care about excuses — they wait to be broken.
Recruiting
Track prospects from first contact to producing agent. This wing of the vault opens when you post a $20K month.
The Academy
Six modules, in order, from first hello to signed application. Study the material, pass the exam, unlock the next door. Leadership sees everyone's progress.
Call Vault
Drop your recorded calls here — leadership breaks them down with timestamped notes, and the best one becomes Call of the Week on the home page.
Submit a Call
Commands
Every code the system answers to. Learn these and you never touch the mouse.
Approvals
Every claim the team submits lands here — from the site, or texted to you and logged from here. Approve it and the points hit the board instantly for everyone.