PaceLedger

Know what needs attention today, stay on pace for the week, and follow up with every client, all from your phone.

PaceLedger is the daily tool for insurance and financial-services advisors and their managers. It keeps your appointment pace, prospects, follow-ups and promotions in one place.

YOUR DAY AT A GLANCE

• See what needs attention: appointments without an outcome, clients waiting on a follow-up, reschedules and quiet prospects
• Productivity score against your weekly pace, and monthly goals from your business plan
• This week's appointments, grouped by day, with one-tap Zoom links

PROSPECTING

• Quick-add a name in seconds, or score prospects on 9 characteristics
• Ranked list, conversion numbers, and a filter for prospects that have gone quiet
• Memory Jogger to help you build your list

APPOINTMENTS

• Weekend and weekday batches against your weekly target
• Automatic Zoom meeting for each appointment, and invitations emailed to your client
• Reminders on your phone 30 minutes before every appointment

FOLLOW UP

• Every past appointment in one list: log outcomes, keep dated notes and schedule the next meeting
• Send clients a private intake form, and send recruits a sign-up link that puts them on your team
• Share links straight from your phone

BUSINESS PLAN AND MILESTONES

• Turn your living expenses into an income goal, and the prospects and sales you need to reach it
• See your promotion ladder and live progress toward your next tier

FOR MANAGERS

• Team prospecting, team pace and production views across your downline

PaceLedger is used by our advisor teams. You need an account from your organization to sign in.