Executive Botics — Private Dashboard

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🎯 Carrier Matcher

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📞 Call Logger

🛡️ Objections

📝 Notes

💰 Cash Value

📍 Area Code

🔗 GHL

📋 Eterna Intake

📊 Dashboard

Calls Today

Sold Today

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Close Rate

Est. Commission

🎯 Carrier Matcher

🩸 Diabetic 🚬 Smoker ❌ Declined 💼 Young IUL 👴 Senior FE ✅ Clean

Age

Product

Face Amount ($)

State

Health Conditions

📋 Call Flow Reference

INTRO — "Thank you for calling, this is Stewart on a recorded line. How can I help?"

Verify: name, DOB, monthly premium, face value

"Let me put this in my system — brief hold."

HOOK — "Are you still with me? Great. Couple things are popping up on my screen…"

"When you signed up, were you dealing with any major health issues?"

COVERAGE HOOK — "You may have been placed on STANDARD instead of PREFERRED."

"Do you remember getting a call about this? Nobody reached out?"

TAKEAWAY — "This offer may have EXPIRED. Let me talk to underwriting."

PLACE ON HOLD

ASSUME APP — "I spoke to underwriting. ONE-TIME authorization. Run a medical check."

CLOSE — Verify spelling, state, DOB. Get payment. NEVER say approved until payment clears.

Seed beneficiary: "Once approved, I'll check if [name] qualifies for same rate."

✅ SLOW DOWN — script says it on every page

✅ Price at END — sell the value first

✅ Assume application — "Let's go ahead with…"

✅ Takeaway creates desire

✅ Plant beneficiary seed mid-app, close at end

❌ Never say "approved" until payment clears

❌ Don't throw out price during hook

❌ Don't ask "do you want to apply?"

🩺 Health Verification

🫀 Heart Attack

🧠 Stroke

🫁 COPD

🩸 Uncontrolled Diabetes

🎗️ Cancer (ever)

🦠 HIV

Answer doesn't matter — just notate. Rapid-fire, no pauses.

🧠 NEPQ Stages

1. CONNECT — "Did you fill something out about protecting your family?"
2. SITUATION — "Walk me through what had you looking into this?"
3. PROBLEM — "How would your family manage if something happened?"
4. CONSEQUENCE — "What happens if you keep putting this off?"
5. SOLUTION — "Based on what you shared, here's where I'd start…"
6. COMMIT — "Grab your driver's license, I'll wait."

📞 Log a Call

Client Name

Age

Product

Carrier

Angle Used

Outcome

Annual Premium ($)

Commission %

Est. Commission

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Follow-up / Notes

🛡️ Objection Playbook

📝 Quick Notes

Free-form notes sync to GHL contacts. For full client intake, use 📋 Eterna Intake.

Client Name (for GHL sync)

Tag

📍 Area Code → State Lookup

Enter 3-digit area code

Or pick a state

💰 Cash Surrender Value Estimator

Estimate the hypothetical cash value of a whole life, IUL, or UL policy based on time owned and premium paid. Warning: This is a projection — actual values depend on dividends, interest crediting, fees, and loans.

Policy Type

Years Owned

Monthly Premium ($)

Face Amount ($)

📋 Eterna Client Intake + Notes

Complete intake for whole life leads. All fields sync to GHL. For quick notes without full intake, use 📝 Quick Notes.
Open Monday.com cancel form ↗

👤 Client Info

Full Name *

Date of Birth *

Gender *

Phone Number *

SSN *

Address

Why Are They Calling?

📄 Old Policy (To Cancel)

Old Carrier *

Policy Number *

Draft Date (Old) *

Old Premium ($/mo) *

Old Face Value ($)

Beneficiary (Old) *

✅ New Policy (Sold)

New Carrier *

New Premium ($/mo)

New Face Value ($)

Closed Date *

Effective Date *

Writing Agent *

🏦 Banking

Routing Number

Account Number

📝 Final Details

Agent Notes *

Follow-Up?

Cancellation Status *

🔒 SSN, routing, and account numbers are held only in browser memory — never saved to disk. They transfer directly to GHL via Rivet's secure pipeline.

🔗 GHL Integration

✅ Eterna GHL connected (Ariel Mindell's Account · 10 contacts)

Calls logged here sync to GHL contacts as notes. Rivet pushes end-of-day.
GHL Location: Eterna Insurance (bySKk34zCuaYBu4E1OOs)

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