Ascend Daily
Win Today.
Daily Score 0%
Your checkoffs save on this device.
Morning Setup
Prayer + Bible / devotional
Review today's priorities
Workout / mobility
Protein + water started
Business Non-Negotiables
9β12Money Mode #1 β dials, appointments, presentations
12β1Reset β lunch, walk, recharge
1β4CEO Mode β recruiting, follow-up, leadership, admin
4β8Money Mode #2 β appointments and production
Finish Strong
Family time protected
Hit water + protein goals
Evening reflection + tomorrow's top 3
Bed by 10:00 PM
Tomorrow's top 3
Training
Today's Workout
Loading upgraded workout trackerβ¦
Agent Hub
Scripts
One main hub. Individual secure accounts are Phase 2.
VETERAN LEAD SCRIPT
Hey (name), this is just (agent name). I had a second to get back to you. Iβm the one responsible for handling your Veteran Life Insurance form.
Verify DOB, email, branch of service, and thank them for their service.
Ask: What was the main reason you inquired β to leave money behind for your family or simply take care of final expenses?
Are we taking care of just you today, or you and your spouse?
How many life insurance policies do you currently have?
If yes: Are you looking to increase coverage or see if you can lower your current cost?
If none: No worries β weβll see what you may qualify for today.
Complete approved health questions and needs analysis. Present three suitable options clearly and review coverage amount, premium and fit with the client's goals and budget.
Once selected: complete the eApp, confirm beneficiaries, draft date, coverage and premium.
Ascend compliance note: use accurate carrier/rating/pricing statements only. Do not use unsupported statistics or discourage a client from seeking another review.
AGED VETERAN LEAD SCRIPT
Hey (name), this is just (agent name). I had a second to get back to you. Iβm the one responsible for helping with the Veteran Life Insurance form. Iβm sure youβve gotten a lot of calls β did you find something, or what ended up happening?
If they already got coverage:
Ask which carrier they chose so the file can be updated. If they want a comparison, verify current coverage, premium, health and goals before presenting alternatives.
If they still need coverage:
Verify DOB, email and branch of service. Ask the main reason for coverage, whether spouse coverage is needed, and what current coverage exists.
Proceed to approved carrier/application workflow and needs analysis.
Ascend compliance note: never disparage another carrier or promise savings before verifying the facts.
Manager Preview
Leadership Pipeline
Secure login + private database are Phase 2.
No real client/lead data yet. This is the interface and assignment-rule preview only.
Tony
AdminSchedule β’ people β’ pipeline β’ production
Elkins
ManagerSchedule β’ people β’ pipeline β’ production
Janson
ManagerSchedule β’ people β’ pipeline β’ production
New Hire Assignment
Personal Hire β permanently assigned to selected recruiting manager unless manually changed.
General Hire β Elkins 2 : Tony 1 until Elkins reaches 10 assigned people, then alternate Tony / Elkins 1-for-1. Janson stays outside the automatic split until enabled.
Pipeline
Appointments
β
AP
β
Pending
β
New hires
β
Preferences
My Ascend
Morning Scripture
Daily scripture
Strength β’ faith β’ service β’ courage β’ purpose
V1 saves this preference on this device. Automatic morning delivery will come with secure accounts + a notification channel.
Company Non-Negotiables
Manager accounts will eventually receive centrally controlled non-negotiables, with personal schedule blocks customizable around them.