Advisor Hub CRM

Life Submitted

$0

Life Placed

$0

Life Pending Premium

$0

LTD Placed

$0

Annuity Placed

$0

Life Applications

0

Life Cases Placed

0

Life Placement Rate

0%

Average Placed Life Premium

$0

Monthly Submitted vs. Placed

Status Summary

Upcoming Follow-Ups

Add / Edit Client Case

Client Information

Add As

Use Contact Only to save a person without adding product, premium, policy, or commission information.

Production Month

Client Name

Phone

Email

Address

Date of Birth

Employer

Case & Pipeline

Product

Premium / Deposit

Pipeline Stage / Status

Choose Lead, Appointment, Application, Underwriting, Pending, Approved, Placed, Paused, Declined, Cancelled, or Not Taken.

Carrier

Policy Number

Commission

Expected Commission

Commission Status

Follow-Up & Appointment

Follow-Up Date

Follow-Up Status

Follow-Up Notes

Appointment Date & Time

Notes

Tap Edit Client on any card. The client information will load into the form above. Make your changes, then tap Save Case.

Month	Client	Phone	Email	Product	Premium	Status	Carrier	Policy #	Commission	Follow-Up	Actions

Follow-Ups & Appointments

Add / Edit Task

Task List

Expected

$0

Paid

$0

Outstanding

$0

Average

$0

Commission Detail

Client	Product	Status	Premium	Commission	Paid?	Actions

Goals

Life

Annuity

Placed Cases

Monthly Production

Month	Life Submitted	Life Placed	LTD Submitted	LTD Placed	Annuity Submitted	Annuity Placed	Cases

Cloud Settings

All changes are stored securely in Supabase and synchronize across signed-in devices.

About Advisor Hub CRM

ProductAdvisor Hub CRM

Version6.0

Websiteadvisorhubcrm.com

SupportContact your administrator

The Complete CRM for Insurance & Financial Advisors