Emails Sent
2,841
↑ 12% this week
Open Rate
38.4%
↑ 4.2pts vs avg
Appts Booked
17
↑ 5 this month
Est. Revenue
$9,200
↓ 2% vs last mo
Active CampaignsView All →
✉
New Parent Drip Sequence
Email • 847 recipients • 6-part
LIVE
41.2%
open rate
Term vs. Whole — LinkedIn
Social • Mon/Wed/Fri
LIVE
2.8k
reach
✉
Policy Renewal Reminder
Email • 234 recipients
⊘ PAUSED
29.7%
Upcoming AppointmentsManage →
29
May
Maria Santos
10:00 AM • Consultation
30
May
Derek Thompson
2:30 PM • Policy Review
31
May
Angela Kim
11:00 AM • New Quote
Lead PipelineFull View →
Cold 142
Nurtured 87
Booked 17
Converted 9
W
T
F
S
S
M
T
Monthly Goal87%
Social QueueManage →
in
Families underinsured by $400k...
#LifeInsurance #TermLife
• Published
f
3 signs you need to update your policy...
#Insurance #FamilyFinance
◷ Tomorrow 11:30AM
▣
Term vs Whole Life — which fits YOU?
#WholeLife #MoneyTips
◌ Draft
Campaigns
| Campaign | Status | Recipients | Open Rate | Booked | Actions |
|---|
AI Email Composer
Drip Sequence Builder
1
Welcome + Why Life Insurance Matters
Send immediately
↓ Wait 3 days
2
Term vs. Whole Life — Which Fits You?
Day 3
↓ Wait 4 days
3
Real Families, Real Stories
Day 7
AI Post Composer
#LifeInsurance#NewHomeowner#FinancialPlanning#ProtectYourFamily#InsuranceTips#FamilyFirst
Post Queue
in
Families underinsured by $400k...
#LifeInsurance
✓ Published
f
3 signs you need to update your policy...
#FamilyFinance
◷ Tomorrow 11:30AM
▣
Term vs. Whole Life — which is right?
#TermInsurance
Draft
Platform Performance
| Platform | Posts | Reach | Engagement | Calendly Clicks | Leads |
|---|---|---|---|---|---|
in LinkedIn | 12 | 4,820 | 6.2% | 84 | 11 |
f Facebook | 9 | 2,340 | 3.8% | 41 | 4 |
▣ Instagram | 8 | 1,900 | 4.5% | 28 | 2 |
June 2026
Cold
142
Awaiting first touch
Nurtured
87
↑ 12 this week
Booked
17
↑ 5 this month
Converted
9
↑ 3 this month
⚠️ Importing an old or purchased list can produce high bounce rates and hurt deliverability for your account. Only import contacts who've agreed to hear from you.
All Leads
| Name | Source | Stage | Last Touch | Campaign | Next Action | |
|---|---|---|---|---|---|---|
MS Maria Santos maria@email.com | Booked | Today | New Parent Drip | Appt May 29 | ||
DT Derek Thompson derek@biz.com | Social | Booked | 2 days ago | LinkedIn Post | Appt May 30 | |
JW James Whitfield james@email.com | Nurtured | 3 days ago | Policy Renewal | Follow-up email | ||
PL Patricia Lee patlee@gmail.com | Social | Cold | 1 week ago | Facebook Ad | Drip email #1 |
Calendly Integration
Connected
📅
Robert Johnson
Free 30-Min Insurance Consultation
Booking Link
calendly.com/rjohnson-insurance/consult
Auto-inject CTA in emails
Append booking link to all campaigns
No-show follow-up email
Auto-send if meeting not completed
Auto-update lead stage on booking
Move lead to Booked when they schedule
All Appointments
29
May
Maria Santos
10:00 AM • Consultation
30
May
Derek Thompson
2:30 PM • Policy Review
22
May
Carlos Rivera
3:00 PM • Completed
20
May
Linda Okafor
1:00 PM • No-show
Total Emails
2,841
↑ 12% vs last month
Avg Open Rate
38.4%
↑ 4.2pts industry avg
Social Reach
9,060
↑ 22% this month
Conversion Rate
3.5%
↑ 0.8pts vs last mo
Leads by Source
Email Campaigns64%
LinkedIn22%
Facebook9%
Instagram5%
Top Campaigns
| Campaign | Open Rate | Bookings |
|---|---|---|
| New Parent Drip | 41.2% | 7 |
| LinkedIn Term vs Whole | — | 5 |
| Policy Renewal | 29.7% | 2 |
| Facebook Homeowner | — | 3 |
License & Disclosures
Compliance Checklist
✅
License # on all emails
Auto-appended to every campaign
✅
CAN-SPAM compliant
Unsubscribe link in all emails
✅
FINRA safe messaging
AI avoids guaranteed return claims
✅
State licensing disclosures
FL, GA, TX disclaimers on posts
⚠️
Texas renewal disclosure
TX requires additional disclosure
4 / 5 checks passing
1 item needs attention
📅
Calendly
Booking automation
Connectedin
LinkedIn
Auto-publish posts
Connectedf
Facebook
Page posts & ads
Connected📷
Instagram
Schedule posts
⊘ Disconnected✉
Mailchimp
Email list sync
Connected📊
Google Analytics
Conversion tracking
◌ Not set upAPI AccessPro plan feature
⚠ Keep your API key secret. Never expose it in client-side code.
Team Members
| Name | Role | Leads | Campaigns | Emails Sent | Bookings |
|---|
Invite an Agent
Pending Invites
| Status | Sent |
|---|
Your Referral Link
Share your link. When someone signs up and converts from trial to a paid plan, you earn a credit — automatically applied to your next invoice.
Rewards: $15 credit when they choose Starter, $25 for Pro, $75 for Agency.
Referral History
| Agent | Joined | Status | Reward |
|---|
Profile
RJ
Plan & Billing
Pro Plan
Active$99/month • Renews June 28, 2026
3,112 / 5,000 email contacts used
Security
Password
Last changed 30 days ago
Two-Factor Authentication
Add an extra layer of security
Active Sessions
2 devices currently logged in
Login History
View recent sign-in activity
Sign Out
End your current session on this device
Notifications
New booking alerts
Email when someone books via Calendly
Weekly performance report
Summary every Monday morning
Compliance warnings
Alert if a post fails compliance check
Danger Zone
Export my data
Download all campaigns, leads, and data
Delete Account
Permanently delete your account and all data