Agency Architect
One system. Your whole business.
Track your day, post your sales, watch your money, and compete with your team, built by Agency Architect, free for our agents.
01 — Leaderboards
Leaderboards with faces on them
Weekly boards ranked the way production should be, AP first, then sales, then dials. Your photo, your rank, your team watching.
Example data
This week
The Daily Race 🏁
One lap is $1,000 of annual premium banked.
| # | Agent | AP | Sales | Avg AP | Dials | Connects | Pres. | Talk | $ / Dial | Lap |
|---|
02 — Daily Tracker
Log your day in under a minute
Dials, contacts, presentations, then the system tells you what your effort is worth in real dollars, and keeps your streak alive.
TL Legacy Score · this week
2,450 / 3,000
Dials ×1 · contacts ×5 · presentations ×50 · sales ×200
Logging streak
7 days
Weekdays keep it alive. Weekends never break it.
What today's work is worth
Every dial ≈ $1.97 toward your goal. Today's 212 dials put $417 of expected first-year commission in motion.
03 — Dialer Sync
Your dialer fills in the numbers for you
The TL dialer feeds your dials, connects, talk time, and connection rates straight into your dashboard, no manual entry. You only log what matters most: the sale.
Last week · Blake Example
Synced from the TL dialerDials
2,684
Connects
182
Dial → connect
6.8%
Talk time
12h 52m
The conversation ladder · every stage, auto-counted
- Connected182→ 6.8% of dials
- 90+ seconds180→ 98.9%
- 2+ minutes28→ 15.8%
- 5+ minutes14→ 50%
- 10+ minutes8→ 57.1%
- 20+ minutes3→ 37.5%
- Sales6Sales Log
See where calls die on the ladder, a low 2-minute rate means openings need work; long calls that don't close mean presentation practice.
04 — Lead Engine
Leads that find you — and never sit cold
Turn on the lead sources you want with a weekly budget, and fresh leads route straight to your queue, newest first. Sit on one too long and it rotates to someone who'll call it.
Lead marketplace
Wallet $500- Shared final expense$2.00· 50/wk
- Exclusive IUL$20.00· 10/wk
- TV inbound calls$60.00· awaiting office
Set a weekly budget or a lead count, the office green-lights it, and delivery starts.
Your queue · newest first
- Maria Example
- James Example
- Dorothy Example
The freshest lead is always on top — speed to lead wins the sale.
Newest first
A lead that just landed is the hottest thing you own. It goes to the top, every time.
Nothing sits
Fresh leads you don't touch rotate to another licensed agent in minutes, not days.
Safe rails
Budgets, wallets, and office approval on every campaign, so spend never runs away.
05 — Sales Log
Post a sale once, everything else is automatic
The client lands in the CRM with birthday and referral automations attached, your team's Discord celebrates, and the leaderboard updates itself. Duplicate protection included.
Maria Example · Mutual of Omaha · $1,240 AP
CRM ✓Sheet ✓Discord ✓
🎉 Discord: "Blake Example posted a telesales sale, Mutual of Omaha, $1,240 AP"
06 — Manager View
Managers see their whole tree
Every manager gets their full downline, production, pace, and the red flags that tell them exactly who needs a call this week. Privacy is enforced by the database itself: you only ever see your own team.
🏆 Top agents
- Blake Example — $14,250 wk · 88% placement, ask him to share his script Friday
- Alex Example — $11,900 wk · pacing 98%, steady as she goes
🤝 Needs help
- Devon Example — 1,975 dials but 6 sales, conversion coaching call
- Casey Example — placement slid to 74%, review draft-date habits
🚨 Not showing up
- Emery Example — no login in 4 days · zero dials, call today
- Jordan Example — 2 of 5 committed days worked, reset expectations
-
-
Placement
88%
Persistency
91%
Override %
12%
Your override
$1,710
Carrier Apps Production Agent commission Your override Mutual of Omaha 5 $6,300 $5,670 $756 Americo 4 $4,750 $4,275 $570 Corebridge 3 $3,200 $2,880 $384 All carriers 12 $14,250 $12,825 $1,710 ⏳ $2,140 pending across 3 policies
-
Placement
82%
Persistency
87%
Override %
12%
Your override
$1,428
Carrier Apps Production Agent commission Your override American Amicable 6 $6,900 $6,210 $828 GTL 4 $5,000 $4,500 $600 All carriers 10 $11,900 $10,710 $1,428 ⏳ $1,860 pending across 2 policies
-
🚩 Placement slid to 74%🚩 2 payment failures this month
Placement
74%
Persistency
83%
Override %
12%
Your override
$966
Carrier Apps Production Agent commission Your override Transamerica 5 $4,850 $3,589 $582 Ethos 3 $3,200 $2,368 $384 All carriers 8 $8,050 $5,957 $966 ⏳ $3,100 pending across 4 policies
-
-
-
Placement
79%
Persistency
85%
Override %
10%
Your override
$948
Carrier Apps Production Agent commission Your override Mutual of Omaha 4 $5,100 $4,080 $510 Senior Life 4 $4,380 $3,504 $438 All carriers 8 $9,480 $7,584 $948 ⏳ $1,240 pending across 1 policy
-
🚩 1,975 dials but 6 sales: conversion coaching🚩 Replacement pattern on 2 apps
Placement
73%
Persistency
80%
Override %
10%
Your override
$732
Carrier Apps Production Agent commission Your override Americo 3 $3,900 $2,886 $390 Fidelity 3 $3,420 $2,531 $342 All carriers 6 $7,320 $5,417 $732 ⏳ $2,410 pending across 3 policies
-
🚩 Placement 68%: review draft date habits
Placement
68%
Persistency
78%
Override %
10%
Your override
$490
Carrier Apps Production Agent commission Your override American General 3 $2,900 $1,972 $290 GTL 2 $2,000 $1,360 $200 All carriers 5 $4,900 $3,332 $490 ⏳ $980 pending across 1 policy
-
Click a team, then an agent: placement, persistency, and your override on every branch of your tree. Managers only ever see their own downline.
- 🔥 Top producerBlake Example, $14,250 AP this week, 88% placement
- ⚠️ Needs a callDevon Example, 1,975 dials but only 6 sales (conversion coaching)
- 🚩 Gone quietEmery Example, no login in 4 days, zero dials this week
07 — Your Dashboard
Your command center
Goal, commitment, and reality on one screen, toggle between your metrics, your money, and your team.
Goal: $100K take-homeCommitted: Mon–Fri · 8a–5pStreak: 🔥 7 days
Dials
1,840 / 2,000 · +160 to benchmark
Presentations
11 / 14 · +3 to benchmark
Sales
12 / 14 · +2 to benchmark
Pacing to plan: 92% on activity, 86% on production, close the gap with 160 dials or 2 sales this week.
🔍 What's holding you back
- Dials, 160 short of benchmark. Biggest lever this week.
- Contact rate, 8.2% vs team average 9.1%. Try the mid-morning window.
- Conversion, 0.65% (rank #1 of 12 🏆). Keep doing exactly this.
You rank #2 of 12 overall. Ask Alfred: "what's lacking in my business?" for the full read-out and the plan to fix it.
Submitted
$18,400
Placed
$14,900 · 81%
Pending
5 apps · $6,200
Pending comm.
$4,030
| Carrier | Apps | Submitted | Placement | Last check |
|---|---|---|---|---|
| Mutual of Omaha | 7 | $8,100 | 84% | $1,120 |
| American Amicable | 5 | $6,300 | 80% | $780 |
| Corebridge | 4 | $4,000 | 76% | $364 |
Lapses: 2 policies · $2,180 AP at risk. 🛡️ Our team is on it. We'll keep you updated.
- Blake Example▲ outpacing · 112% of goal
- Alex Example▲ pacing · 98% of goal
- Casey Example▼ behind · 74% of goal
Managers see their whole downline here, sorted by who needs them most.
08 — Carriers
Every carrier. One commission ledger.
Mutual, Corebridge, AmAm, Trans, GTL, Americo, Ethos, Fidelity, American General, Senior Life, policies, breakdowns, issue rates, and pending money, per carrier.
You've got $3,909 pending across 9 policies. Tap a carrier to see every policy: pending, post dates, underwriting issues, not issued.
| Carrier | Policies | Submitted AP | Issue rate | Commission YTD | Pending |
|---|---|---|---|---|---|
| 7 | $8,100 | 84% | $3,270 | $1,120 | |
| |||||
| 5 | $6,300 | 80% | $2,410 | $780 | |
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| 4 | $4,000 | 76% | $1,540 | $364 | |
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| + 7 more carriers inside the app | |||||
| 3 | $3,600 | 82% | $1,390 | $505 | |
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| 2 | $2,100 | 71% | $690 | $180 | |
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| 2 | $2,400 | 88% | $980 | $410 | |
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| 1 | $960 | 100% | $430 | $430 | |
| |||||
| 1 | $1,100 | 64% | $310 | $0 | |
| |||||
| 1 | $860 | 75% | $290 | $120 | |
| |||||
| 0 | — | — | — | — | |
| |||||
| All carriers | 26 | $29,420 | 81% | $11,310 | $3,909 |
"Where's my carrier commission info?", right here. Every carrier from your contracting lineup, one ledger: policies, breakdowns, issue rates, and what's still pending.
09 — AI Assistant
Live — try him below
Meet Alfred, your personal business butler
Ask him anything about your business, pacing, money, why a policy fell out. He knows YOUR numbers and only yours, and he answers like a butler who moonlights as a CFO.
Alfred
Your business butler · knows your book, your goals, your pace
How am I pacing against my blueprint this month?
You're at 62% of pace, 14 sales posted against a target of 22. Dials are on track, but your contact rate dipped Tue–Thu. Two more presentations a day closes the gap by the 28th.
What happened with the Maria Example policy?
Submitted 6/03 at $1,240 AP, the carrier reports the first draft didn't post. A new draft date fixes it 8 times out of 10. Want me to draft the text to Maria and set your follow-up reminder?
📈 Pace & goals
Live answers on where you stand vs. your own blueprint, daily targets included.
💰 Money questions
Submitted vs. issued, pending deposits, what's actually hitting your account.
🔎 Policy detective
Why a policy fell out, and the fastest fix, drafted for you.
🎯 Lead ROI
Which lead types make you money and which quietly bleed you.
🗣️ Objection coach
Stuck on a call? Ask mid-conversation for the say-this-instead.
👥 Manager briefings
Managers ask about their whole team, who's hot, who needs a call.
- "How am I pacing against my blueprint this month?"
- "What do I need to do daily to hit $100K?"
- "Why did the Maria Example policy fall out?"
- "Which of my lead types is actually making me money?"
Give Alfred a try
Your custom butler. Tap the circle, allow the microphone, and ask him anything about your business.
Included with the Taylored Legacy CRM platform.
Dashboards, leaderboards, dialer sync, and your AI assistant come bundled with our all-in-one CRM. Start with your blueprint, see exactly what your goal takes.