AHP workspace: Connected records and agency-entered information appear here.

Agency overview

Run leads, recruiting, follow-up, communication, and marketing in one place.

View agent page
New leads18↑ 5 this week
Follow-ups due73 need attention
Appointments12Next at 9:30 AM
Recruiting prospects246 interview-ready
30-day enrollments4124.8% conversion

Next actions

View pipeline

Quick actions

Client directory

Search, tag, select, and communicate with the right audience.
GHL client sync: Ready to attach existing contacts and keep their GHL contact IDs.
0 selectedCheck one or more eligible leads, then choose an agent.
Agency lead — agency may assign or reclaimAgent-owned — only the owning agent may transfer
Easy builder: Create lead forms, multi-page funnels, and conditional surveys. Every submission can create or update a contact, add tags, open an opportunity, assign an agent, and start a workflow.

Agency inbox

Agency phone numbers

Shared numbers for recorded calls and two-way texting.

Agent message routing

Make sure every assigned agent receives lead and client replies.

Connection readiness

These mappings keep the command center simple while the connected service handles delivery, call recordings, conversations, and activity history.

Contact ownershipAgent and contact IDs mapped
Inbound messagesNumber and assigned agent mapped
Call recordingsContact timeline destination mapped
Opt-outsSuppression status mapped

Today’s appointments

Unprotected opportunities0Every record has a next step
Follow-ups due7Tasks, calls, texts, and emails
Client journeys41Welcome, retention, and reviews
Agent journeys18Recruiting, activation, and growth
Relationship rule: closing the opportunity starts the next workflow. Texting, email, social media, calls, and mailer tasks work together—and pause when a person replies, opts out, books, enrolls, activates, or changes stage.
Completion rule: A client is not counted complete until the carrier confirmation or enrollment reference is recorded. “Submitted” remains an open item.
Production document vault: signed consent and required scope PDFs are retained with the client record, signed date, upload history, and a 10-year retain-through date.

Agent accounts and logins

NPN is the username. New accounts receive temporary PIN 1111 and must create a private password.
Preview login
Account safety: 1111 is only a first-login PIN. It expires after first use and must never remain the agent’s permanent password.

My agent profile

Only you and authorized agency managers can view this information.

My access

Your page is limited to records assigned to your agent account.

✓ My clients and leads
✓ My recruiting assignments
✓ My conversations and appointments
✓ My client-readiness records
✓ My production report
— No other agents’ records
— No agency settings or workflow administration

My email connection

Send from your approved business mailbox without opening another platform.

Not connected
Your mailbox password stays with your email provider. Connect opens the provider’s secure authorization screen and returns only the approved sending connection.

Agency logo

Upload the logo your team should see throughout the command center.

No agency logo uploaded
Your logo preview will appear here.
Recommended size: 600 × 180 pixels
Use a horizontal logo with a 10:3 ratio. Minimum 240 × 72 px. PNG, SVG, or JPG; transparent background preferred; maximum file size 2 MB. It will display no larger than 190 × 58 px.

Dashboard color scheme

Choose colors that closely match the agency’s website and brand.

Agency Command CenterBrand preview