Every quote in the air, by stage — from landing in the queue to sold. The closed tiles count everything on record; the queue below shows the recent window. Updates Live — no need to refresh.

Slice everything in the air — search by client, or narrow by salesperson and stage. The pipeline above always shows the full picture.

New quotes land as Intake Received. Brittany assigns each to a salesperson and can set any quote to any stage; the assigned salesperson moves their own quotes forward or back to keep the pipeline dialed in. Urgent sits at the top, then anything tagged Priority. Click any column heading to sort; Reset to newest first puts everything back the way it loaded, and Export to Excel downloads exactly what you're looking at.

Your active pipeline — quotes Brittany assigns to you from the quoting webapp, plus any you add yourself when business comes to you direct. Urgent ones sort to the top, then anything tagged Priority. Click a client to open the full request; move it along from QTC. Once presented, a quote moves down to My Presented Quotes.

Presented and in the client's hands — follow these up to get them closed. A quote lands here at Quote Presented and stays through Ready to Bind.

Tasks Brittany assigns to you, plus any you add for yourself — clear them as you go and the Firm Sales Board below updates for everyone in real time.

Pick a teammate, type the task, assign — it lands on their list and on the Firm Sales Board. Flag it Urgent when you need it ASAP — or set an optional due date instead, so they know they have until then.

Everyone's active quotes, plus their open and cleared tasks. Cleared tasks stay on the board for 2 weeks, then fall off. Clear rate = tasks cleared within 5 business days, on a rolling 30 day basis.

The record of the last 180 days — every closed quote and completed task. Underwriter on the phone? Search the client below and you're there.

Everything that's been sold, lost, or sent back. Click a client to open the full record — the submission, attachments, sale details, and every producer note.

Everything the team has cleared, newest first.

Every tile is one agent chat or one action item. Claim it — or Brittany assigns it — so the whole team knows exactly who owns it; from then on the tile carries that person's name. Account-specific work stays in the quote popups in QTC. (Agents never see assignments — this is our side only.)

Ascension-initiated: give any agent something to complete. It lands in THEIR portal as its own chat, with the same thread underneath for their questions and uploads. DO NOT use this for accounts already created in the Sales Board.

Every agent conversation in one place — support chats, voicemails, and account chats. The order is the priority: your unread first, then everything unread across the firm, then Our Move (the ball is in our court), then Their Move (the ball is in theirs). Click any row to open the chat. The Their Move ↓ / Our Move ↑ buttons hand the ball either way — any new message re-sorts the chat automatically. Mark unread brings the red dot back for you (just you). Completed chats leave the log — uncheck Completed inside one to bring it back.

Every account we've taken over as Broker of Record, in renewal-date order — soonest first. Set the stage to BOR Change on a quote and record the carrier, policy number and renewal date; it lands here. Kept separate from the Sales Board scoreboard — taking an account over never counts as new business.

The change log on the agents' State Map. When the lineup grows — a new carrier, new states — post it here so every agent sees what opened up.

Everything we know about each carrier — logins, agency codes, rep names and contact info. Click a carrier to open its notes; edits save automatically and sync to everyone.

The firm's full production record, straight from the old Trello board — every month since we opened the doors. Click a month for its complete numbers, including the carrier and agent breakdowns.

Production per carrier this month. Some months recorded the new / renewal / chargeback splits too — the chips switch between them.

Production per agent this month.

The numbers that matter most, at a glance.

Policy: everyone takes at least 15 and at most 25 days a year — half days count as ½. Click any day on the calendar below to log it. For half days, the half you pick is the half you're taking OFF: ½ AM means the morning off (you're working the afternoon), ½ PM means the afternoon off. Days you log show instantly on the firm calendar, so nobody books you into a meeting while you're on a beach. 🌴

Business trips and the like — the calendar shows they're unavailable, but it never charges PTO. Full days only.

The corrections desk — set or clear any teammate's day, past days included. Every fix stamps itself into the PTO Log with your name on it.

You keep Joe's calendar — log the days he's out so the whole firm (and Rachele) can see them. Full days, half days, or a stretch; weekends and firm holidays skip themselves. No totals are tracked for Joe — this is purely "not available."

Where everyone stands against the 15–25 day policy. Green = inside the band; red = under 15 (not enough rest booked yet) or over 25.

Every add, change, and clear — stamped the moment it happened, written by the database itself. Newest first.

The whole firm's days off, through December 2027. If someone's name is on a day, they're off — plan around them. ½ means a half day; 🎉 marks an office holiday, which never counts against anyone's PTO.

Days the whole firm is closed — they show on everyone's calendar, can't be logged as PTO, and never count against the 15–25 policy (a half-day close caps that day at ½). Add one below or remove one from the list; changes are live for everyone immediately.

Quick links to the tools and sites you use every day — each opens in a new tab.

Partner agencies and outside businesses — each opens in a new tab.

Click a document to open or download it. Add new ones below — they appear here for everyone instantly.

Every monthly team meeting, saved here. Pick a month to open its presentation.

Drop the meeting's HTML file here, pick its month, and it appears above for the whole team instantly — no deploy needed. To replace one, remove it (✕ on its card) and post again.

Post news and announcements the whole agent base sees on their home screen.

Tools and pipeline for bringing new agents into Ascension.

New-hire onboarding — checklists, paperwork, and getting set up.

Ongoing training — courses, playbooks, and skill-building.