MyIAD CRMDirect Agency Engine

Lead Intake, Autonomous Workflows & AI-Powered Case Acceleration

Total Active Leads

Live in Database

New / Unworked

Awaiting reach out

In Pipeline

Under review / Contacted

Qualified & Closed

Policies Issued / In Force

1. New Inbound(0)

Calculators, Opt-ins & 888-887-3585 Calls

No leads in this stage.

2. Under Review(1)

Suitability & 0% Floor Calculation

Sofia Mendez

10/2/2026

Indexed Universal Life ($1,500,000)

305-555-7714South Florida (Miami/Ft Lauderdale)

Move:

3. Contacted / SMS(1)

Outbound SMS Sent or Call Completed

Carlos Morales

10/2/2026

Term Life with Chronic Illness Rider ($750,000)

407-555-8912Central Florida (Orlando/Tampa)

Move:

4. Advisor Assigned(1)

Assigned to Angel Burgos (Lic #G328926)

Gabriel Santos (Ret.)

10/2/2026

Military SGLI Asset Shield ($500,000)

813-555-0192Central Florida (Orlando/Tampa)

Move:

5. In Underwriting(0)

Carrier Application Submitted

No leads in this stage.

6. Policy In Force(1)

Bound & Commission Ledgered

Hector Rivera

10/2/2026

Fixed Index Annuity ($350,000 Rollover)

787-555-3841Puerto Rico

Move:

ID: #MYIAD-2026-884110/2/2026, 8:49:58 PM

Gabriel Santos (Ret.)

Military SGLI Asset Shield ($500,000)

AI Underwriting & Strategy Engine

Click "Run Synthesis" to evaluate suitability, identify the carrier match, and generate a tailored follow-up script.

Call Lead Email Dossier

Send Live SMS (Twilio 10DLC)813-555-0192

Current Stage

Follow-up Date

Internal Notes (0)

No notes recorded.