REST ASSURED LEGACY
Good evening, Angelo ๐
Welcome to your agency operations portal.
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AM
โ DIGITAL AGENT ID
Angelo Mosca
RoleAgency Owner / Writing Agent
Work Emailangelo@restassuredlegacy.com
NPN21585908
Extension101
Online
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Agency Performance
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0Calls Today๐ฅ
0Contactsโฃ
0Applications$
$0Annualized PremiumFace Amount $0Monthly Premium $0
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Quick Access
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QUO PhoneDialer & call tools
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My LeadsView your pipeline
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ApplicationsTrack submissions
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PoliciesActive policies
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Carrier CenterCarrier portals
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Command CenterAgency operations
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My Day
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0Needs Attentionโท
0Open Tasksโฆ
0Appointmentsโ
0Completed TodayLIVE AGENCY OPERATIONS
Command Center
Performance, pipeline and action intelligence in one place.
Agency Operations Live
Agent ViewAdmin-only selector
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0Calls Today๐ฅ
0Contactsโฃ
0Applications$
$0Annualized Premiumโก
Agency ActivityToday ยท 7 Days ยท 30 Days
Live activity chart will populate from GHL application and call dates.
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Agent PerformanceAdmin view respects the active agent filter.
Angelo Mosca
Applications 0Face Amount $0Calls 0Monthly Premium $0
Douglas Horne
Applications 0Face Amount $0Calls 0Monthly Premium $0
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Application PipelineActual 18-stage Rest Assured Legacy pipeline
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Action CenterOnly live-GHL-supported conditions are included.
Missed CallsInbound calls needing attention
0Uncontacted LeadsLead-stage opportunities needing outreach
0Applications Needing ReviewPending underwriting or requirements
0Payment IssuesBank return or issued-not-paid
0Pending BusinessSubmitted through policy-issued
0Tasks Due TodayIncomplete tasks due today
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Carrier PerformanceCurrent carrier from last_import_source
American Amicable0 apps$0 face amount
Transamerica0 apps$0 face amount
Corebridge Financial0 apps$0 face amount
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State PerformanceCarrier-imported applications by state
State activity will populate when live GHL data is connected.