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(0)

Suitability & 0% Floor Calculation

No leads in this stage.

3. Contacted / SMS(0)

Outbound SMS Sent or Call Completed

No leads in this stage.

4. Advisor Assigned(0)

Assigned to Angel Burgos (Lic #G328926)

No leads in this stage.

5. In Underwriting(0)

Carrier Application Submitted

No leads in this stage.

6. Policy In Force(0)

Bound & Commission Ledgered

No leads in this stage.

Awaiting First Lead Submission

No leads in database yet. The user you create on the main front page (myiad.com) will appear here immediately as the first file with full AI underwriting diagnostics.