Goals & Rewards

Set your income goal and see the activity required to achieve it.

Insurance Sales Target

Total premium needed for your insurance sales goal.

RM 60,000

You need to close 12.0 deals to reach this target.

Prospecting Activity Required

The number of prospecting activities required to hit your target.

0.2

Daily

1.2

Weekly

5.0

Monthly

Insurance Goal & Performance

Enter your goals and performance metrics for insurance sales.

Personal Income Goal (RM)

Duration (Months)

Avg Case Size (RM)

Closing Ratio (%)

Personal Commission Rate (%)

Direct Override Rate (%)

Predicted Override Income

Predicted indirect income from your team.

RM 7,000

Based on team size and performance for the goal duration.

Recruitment & Team Override

For managers: predict your indirect override income based on team size and performance.

New Advisors

Existing Advisors

Avg Premium / Advisor (RM)

Indirect Override Rate (%)

Log Completed Activity

Track your progress and earn points.

Daily Tasks (100 pts)

Weekly Tasks (500 pts)

New Recruits (500 pts)

Rewards

Earn points for every goal achieved and unlock rewards. 0 Points

Bronze Trophy

500 Points

Silver Trophy

1,000 Points

Gold Trophy

2,000 Points

Diamond Trophy

5,000 Points