Team Life Academy — one workspace per role, one funnel end-to-end
Refer the people you care about — warm ones go straight to a closer, cold ones to a setter — and earn referral points as they win.
Dial the lead list, quick-qualify who's worth a closer's time, and book the strategy appointment straight onto a closer's calendar.
Live AI calling co-pilot — work the ranked queue, get the next line, qualify, handle objections, and close on the call.
Run the 15-min MyFICO 3-bureau call, onboard members into the EPIC LIFE portal, and loop in the closer on the demo Zoom.