Module 1 of 11

Start Here — Your Foundation

Your profile is the dashboard’s source of truth for who you are. Get it right first and everything downstream works correctly — SCA pills, training credit matching, team rollups.

Your Profile Section

The first thing you see is Your Profile. Fill in every field completely — other parts of the system rely on this data being accurate.

Field	What It Does	Tips
Full Name	How you appear on team cards, training credit, and shared cases	Use your exact name as it appears in Syncis
SCA Code	Your Syncis agent code — appears as a clickable copy pill on production rows so teammates can grab it for submissions instantly	Format: SCA followed by your number (e.g. SCA21667). Find it in your Syncis back office.
Code In Date	When you officially coded in with Syncis — feeds recruit timeline and tenure tracking	mm/dd/yyyy format
Email	Contact info on your team card and used for system matching	Use the same email as your TeamBPP portal account
Phone / Mobile	Contact info on your team card	Include area code

🔑

Your SCA Code is the most important field here

When teammates select you as a Split Agent or Training Agent on their production rows, the dashboard looks up your SCA code automatically and shows it as a one-click copy pill. If your SCA code is blank, they see a “Missing SCA” warning instead and have to hunt for it manually. Add your SCA code now.

Onboarding Checklist

Below your profile is a checklist of key onboarding milestones. Checking each one signals to your upline that you have hit the marker. Complete each item as it happens — not before.

Common Checklist Items

Profile complete (name, SCA, email)
New Agent Training watched
Wealth Analyzer walkthrough completed
First appointment held
First case submitted
First issue-paid policy

Quick Links & Resources

Start Here also gives you fast access to your most-used tools — Syncis back office, training resources, and key team links. If you are looking for something and cannot find it in the navigation, check here first.

Module 2 of 11

Settings — Goals & Commission Level

Settings controls what the dashboard measures you against. Your commission level drives the split math on every production row, and your goals set the targets on every stat card.

Your Commission Level

This is the most important setting. Your level determines the default commission percentage that auto-fills on new production rows and drives the Growth Challenge FD Base calculation.

NL / Field Training

commission

Associate

40%

commission

SA I

50%

commission

SA II

60%

commission

Field Director

75%

commission

Sr. FD

80%

commission

DFD

84%

commission

NFD

87%

commission

EFD

90%

commission

⚠️

Update this when you promote

The dashboard does not automatically update your level when Syncis promotes you. After the promotion processes, come back to Settings and change this manually. If it is wrong, your commission calculations and split math on every row will be off.

Monthly Goals

Goal	What It Controls
Initial Appts Goal	The target in the Initial Appts Held stat card and the progress dots (goal is 15 during field training)
Monthly Recruit Goal	The “This Month Goal” stat card on the Recruits tab
Issue Paid Goal	The “Toward Goal” percentage in the header banner

How Settings Flows Downstream

Commission Level set

→

New row default %

→

Split math on every case

→

Commission in Export Report

Module 3 of 11

100 List — Your Prospecting Foundation

The 100 List is a living document. During training, you build it with your trainer and use it to identify who gets called first. After training, it is how you make sure your pipeline never runs dry.

During Training — How This List Gets Used

When you first start, your trainer sits down with you and goes through every name on your 100 List together. The conversation is about relationship level — how well you know each person, how likely they are to sit down with you, how ready they are to hear what you are building. The right names move to the 25 List from that conversation.

🎯

The goals this list supports during training

Your field training target is 15 field presentations and 3 new partners recruited. The 100 List is the fuel for both. Every name on it is a potential appointment or a potential partner. The faster you fill and work through it with your trainer, the faster you build a real business with familiar support around it.

After Training — It Never Goes Away

The 100 List does not disappear after field training. It becomes your permanent prospecting tool — tracking everyone you meet, stay in contact with, and plan to reach out to. Every time a name moves to the 25 List, replace it. Every referral from every appointment goes here. An agent with a full 100 List never has to cold prospect.

The Stat Cards

Card	What It Counts
Total Prospects	Every person currently on your list
High Indicators (5+)	Prospects with 5 or more Life Indicators checked — your highest-priority contacts
Entrepreneurs	Prospects with the Entrep indicator checked — strong recruit candidates

Life Indicators — Reading Your Prospect

The checkboxes to the right of each name are Life Indicators — signals that a prospect is likely to be receptive to what you offer. The TOTAL column adds them up automatically. More indicators = higher priority prospect.

Indicator	Meaning	Why It Matters
25+	25 years or older	Old enough to have real financial decisions to make
Mar	Married	More financial complexity — life insurance, family planning, dual income
Child	Children or dependents	Protection need is real and immediate
HO	Home Owner	Asset to protect — mortgage protection interest is natural
50K+	Income $50,000/yr or more	Has money to allocate toward protection and building
Amb	Ambitious	Open to opportunity — possible recruit as well as client
Dissat	Dissatisfied with job, income, or situation	Motivated to make a change — strong recruit signal
Coach	Coachable / Positive Attitude	Will follow a system — important for anyone you are considering as a partner
Entrep	Entrepreneur / Business Owner	Already wired for self-direction — strong recruit and referral source

🔑

5 or more indicators = top of your call list

The High Indicators (5+) stat card counts exactly these people. When you are deciding who to call first, that is your answer. A prospect with 5+ checked is statistically your most likely appointment and your most likely recruit candidate.

S.T.E.A.M. — Recruit Profile Indicators

The S.T.E.A.M. columns are specifically about whether someone has the profile of a strong business partner. If you are checking these, you are thinking about this person as a potential recruit, not just a client.

Letter	Meaning	Why It Matters for Recruiting
S	Sales background	Comfortable with the business model — shorter ramp time
T	Teacher / Educator	Natural communicator — great at explaining to clients
E	Enthusiastic	Energy is contagious — important for team culture and appointments
A	Ambitious	Wants more and will put in the work when they see the path
M	Money Motivated	Commission-driven business is a natural fit

Additional Fields

Field	Purpose
Relationship	How you know this person — Friend, Family, Coworker, Referral. Helps personalize your approach.
Market	The market segment this person belongs to
Age	Approximate age — relevant for product recommendations
401K	Do they have a 401K? Strong conversation starter about IUL vs. 401K
Life Ins?	Do they currently have life insurance? Opens the review conversation.
Smoker?	Affects carrier eligibility and premium — important before recommending a product
Notes	Anything relevant — referral source, best contact time, specific interest

Moving Someone to the 25 List

When you and your trainer agree that someone is warm enough to actively pursue, click the → Top 25 button on their row. Their information copies over to the 25 List. They stay on the 100 List — moving them does not remove them.

ℹ️

During training — your trainer decides with you who moves

Do not move people to the 25 List on your own during field training. The point of going through the 100 List with your trainer is to use their experience to prioritize correctly. Someone you think is a long shot might be exactly who your trainer says to call first.

Module 4 of 11

Top 25 — Your Active Contact List This Week

The 25 List is where your trainer and you decide together who the first 5+ people are to contact this week. Smaller than the 100 List, higher urgency — every name here should have a next action within 7 days.

During Training

After you and your trainer review the 100 List together, the right names move here. Your trainer looks at the 25 List with you and says “these are your first 5 calls this week.” Every person on this list should have a next step — a call scheduled, a message sent, or an appointment booked.

The Goals Behind This List

15 Field Presentations

The 25 List is what gets you to 15 held appointments during field training. Your trainer works through it with you, helps you script your approach for each person, and tracks which names convert to real appointments.

3 New Partners

Alongside the 15 presentations, the other field training goal is 3 new partners recruited. Your trainer watches your 25 List for people with strong S.T.E.A.M. indicators — those people get a different conversation: the business opportunity.

After Training

The 25 List becomes your personal weekly priority system. It answers the question “who am I calling this week?” without re-evaluating 100 names every Monday. Move someone here when they are warm enough to contact this week. Move them back to inactive when they go cold.

The → Production Button

When someone has held their initial appointment and you are ready to log the case, use the action button on their row to push them to your Production Tracker. Their name, phone, and email pre-fill on a new production row so you are not retyping what you already have.

📋

Every referral from every appointment refills the pipeline

At every appointment, collect referrals. Those names go on the 100 List. Your trainer reviews them with you and the right ones move to the 25 List. The cycle keeps going — you never need to cold prospect if you are consistently collecting referrals at every meeting.

Module 5 of 11

Production Tracker — The Core of Your Business

This is your monthly production log. Every appointment, every case, every status update lives here. What you enter here drives every number on your dashboard — your stats, your Growth Challenge, your Level Up progress, and your export reports.

The Header Stats

Stat Card	What It Counts
Initial Appts Held	Rows with Held checked, within the selected period
Submitted	Cases with a submitted-or-beyond status
Issue Paid	Cases where status is Issue Paid — the real money count
Follow Ups Set	Rows with a Follow-up Date entered
Referrals Collected	Rows with referral names in the referral columns
Submitted PTS	Your personal Final PTS on submitted-or-beyond cases
Issue Paid PTS	Your personal points on issue-paid cases only

The SHOW Filter

The filter controls which cases appear in the table AND which totals appear in the stat cards. Everything updates together.

Filter Options

Today — only cases with activity today · This Week — current calendar week

This Month — default view · Last 2 / Last 3 Months — rolling window

All Time — everything ever entered

The Held Checkbox

The Held checkbox on each row tells the dashboard that the initial 1-on-1 appointment actually happened with this person. Only check it after the appointment has taken place — not when it is scheduled.

Every Column Explained

Column	What to Enter	Notes
Date	Appointment date	When you met with the client — feeds the timeline filters
Prospect Name	Client full name	Spelling matters — used for shared/split case matching
Phone / Email / State	Client contact info and state	State affects carrier availability
Carrier	Insurance carrier (F&G, National Life, etc.)	Dropdown
Product Type	IUL, Term, Annuity, GUL, etc.	Used by the carrier/product filter
Purpose	BYOB, Life Insurance, Retirement, etc.	The goal of the case
Policy #	Syncis policy number	Critical for deduplication on shared cases — fill in as soon as you have it
Expected Issue	When the carrier expects to issue	Drives the Issuing This Week report
Issue Paid Date	When it actually issued	Locks in your points; Annual Review auto-fills 1 year out from here
Annual Review	Auto-fills 1 year after Issue Paid Date	Reminder for client’s yearly policy check-in — does not affect production numbers
Pipeline Status	Current case status	See status guide below — choosing correctly matters
Target PTS	What Syncis shows as the target point value	Gross — your Final PTS is after split math
My % / My Split	Your commission level and your share of the case	100% if no split partner
Final PTS	Your actual points = Target × My Split %	This is what counts in all your totals
Split Agent	Licensed teammate sharing commission on this case	Select from dropdown — SCA pill appears below automatically
Training Type	NL Field Training or Sales Training	Determines how training credit is calculated — NOT the same as Split Agent
Training Agent	The trainee on this case	Select from dropdown — their SCA appears below. NL trainees get full target points toward promotion.
Follow Up Date	When you need to follow up with this client	Shows in the red Needs Follow-Up report when the date arrives
Referral 1 / 2 / 3+	Referral names from this appointment	Add these to your 100 List to keep your pipeline full
Notes	Anything relevant	Visible only to you

Pipeline Status — Full Guide

All Status Options

YMM Scheduled Appointment booked, not held yet

YMM Done Appointment completed

PFC Scheduled Wealth Analyzer appointment booked

PFC Done Wealth Analyzer completed

Recommendation Product recommendation made

Application Client completing the application

Submitted Case sent to carrier — counts in Submitted total

Approved Carrier approved, waiting to issue

Approved OTAP Approved on the accelerated process

Declined Carrier declined — excluded from all totals

Issue Paid Policy active and issued — counts in Issue Paid total

Chargeback Previously issued policy that reversed — automatically removed from Issue Paid total and commission

↩️

Chargeback — when a policy reverses

Change the status to Chargeback. The system immediately removes those points from your Issue Paid total, your commission, and the team rollup. You do not need to delete the row — changing the status is all it takes. The case stays as a record.

Shared Cases — ↗ Shared Out / ⇣ Shared In

↗ Shared Out

Your case shared with a teammate. You are the owner. Their share appears on their tracker automatically — you do not tell them to enter it.

⇣ Shared In

A teammate shared this case with you. It appears automatically at your correct share. Do not enter it manually — that doubles the points.

SCA Pills

Once you select a Split Agent or Training Agent from the dropdown, a pill appears below it showing their SCA code. Click to copy — paste straight into Syncis. No lookup required.

📋 Split SCA: SCA59563 📋 Trainee SCA: SCA21667 ⚠ Missing SCA

Issuing This Week & Needs Follow-Up

📅 Issuing This Week

Gold box at the top. Cases where Expected Issue Date is within 7 days. These are the calls to make today — chase the carrier before the month closes.

☎️ Needs Follow-Up

Red box below. Cases whose Follow-up Date has arrived or passed. These clients said you would call — the red box means it is time.

Export Report

Generates a full printable production report with all columns, commission math, training credit, and a Pending PTS summary at the top. Use it to verify against your Syncis Points Report, for conversations with your upline, or for your own records.

⚠️

Always verify against Syncis

Points shown here are what you entered. Syncis may adjust target values after submission. Check your Syncis Points Report and update your rows to match what Syncis shows — that is what processes your promotion and commission.

Module 6 of 11

Recruits & Family Tree — Building Your Organization

This tab shows everyone you have brought into the business and where they sit in your organization. When anyone in your downline adds a recruit, they show up here automatically — no double entry, no copying, one record for everyone.

The Stat Cards

Card	What It Shows
Total Recruits	Everyone in your entire downline across all levels
New This Month	People whose Code In Date is this calendar month
PFC Completed	Recruits who have completed their Wealth Analyzer walkthrough
Licensed	Recruits with License Status set to Licensed
Team Submitted PTS	Submitted points from everyone in your downline this month
Team Issue Paid PTS	Issue-paid points from everyone in your downline this month
This Month Goal	Your monthly recruiting goal from Settings

The Family Tree Visual

Below the stat cards is your org chart — a visual tree showing who is under whom. Your node is at the top. Click any node to see the Edit and Add buttons. The tree builds itself automatically when anyone in your downline adds a new recruit.

✅

One record, visible everywhere it belongs

When Daphne adds a new recruit to her downline, that person shows up on your tree automatically. The system walks the entire chain from you down to every descendant on each page load. No action needed from you.

Adding a Recruit — The Drawer Form

Click + Add Recruit or the ＋ Add button on any tree node. A compact drawer opens — the tree stays visible behind it.

🔗

Must have a TeamBPP portal account

Every recruit must be selected from the “Pick from community” dropdown. Manual name entry is no longer available. This is what makes the automatic rollup work — the system needs a real portal account to link the record to. Have them create a TeamBPP account first.

Field	What to Enter
Pick from community	Select their name from the dropdown — required
SCA Code	Their Syncis agent code — shows as pill on production rows that reference them
Code In Date	When they coded in with Syncis — required, feeds the New This Month count
License Status	Non-Licensed, Licensed, or Exempt
PFC Completed	Whether they have completed the Wealth Analyzer walkthrough
Green Button Date	When they pushed the Green Button in Syncis — key milestone
License Date	When they passed their exam
Notes	Anything relevant to their development

Module 7 of 11

Team Production — Your Whole Team at a Glance

Team Production shows you what every person in your downline is doing — production, training progress, and pipeline activity — in one tab. This is where you manage the team, not just your own business.

The Growth Challenge Card

FD and Above — Your Challenge

Full challenge card: FD Base monthly goal, progress bar, personal vs team split, qualifying months, and team qualifiers grid. Your team’s issue-paid production builds the team number.

Below FD — Your Team’s Challenge

You see your nearest FD upline’s team card — the same progress bar, same monthly goals — with your own contribution called out so you know how much of that total is yours.

Team Pipeline Reports

📅 Issuing This Week — Team

Every case across your team with an Expected Issue Date in the next 7 days — agent, client, carrier, points, days out. Your team-wide carrier follow-up list.

☎️ Needs Follow-Up — Team

Every overdue follow-up across your team. If a teammate had a follow-up due and has not made the call, it shows here with days overdue.

The Three Sections

Active Production

Teammates with real production rows. You see their submitted points, issue-paid points, cases in a table, follow-up dates, and status. The Follow Up column turns red when a follow-up is overdue.

In Training

NL and Sales Training agents working toward promotion. Training progress bar shows:

13,960 earned · 2,439 pending · need 0/10,000
2/3 policies (+2 pending)

Policy count only moves on issue-paid policies — matching the real Syncis requirement.

Not Active / Inactive

Teammates in your tree with no production and no training activity yet. Visible so you can see who to connect with, but out of the active sections so they do not affect your numbers.

Training Credit — How It Reaches Here

When you tag someone as a training agent on your Production Tracker, that credit does not stay locked on your page. The system scans every trainer’s data across the org, finds all rows tagged to each trainee, and builds the combined training total for that person’s card. Multiple trainers add up automatically.

Module 8 of 11

Level Up Tracker — Your Promotion Roadmap

The Level Up Tracker shows you exactly where you stand against your next promotion — points earned, points pending, policies counted, and what you still need. Real time, based on what is in your Production Tracker.

Promotion Requirements

NL → Associate

10,000 pts

+ 3 issue-paid policies

Associate → SA I

15,000 pts

submitted in period

SA I → SA II

25,000 pts

submitted in period

SA II → FD

FD Run

Syncis FD requirements

Submitted vs Issue Paid Points

Submitted Points

Points on cases you have submitted to the carrier. Your personal share (Final PTS), not the full target. The pipeline number — what is moving.

Issue Paid Points

Points on cases that have issued and been paid. The real number — what counts for your promotion, Growth Challenge total, and commission. Submitted is the pipeline. Issue paid is the result.

🔑

Always verify against Syncis Points Report

Syncis may adjust your target values after submission. The Level Up Tracker shows what you entered. If Syncis has a different number, update your rows to match. The Syncis number is what actually processes your promotion.

Module 9 of 11

Events — Team Calendar

The Events tab is your team’s shared calendar. Team meetings, trainings, client events, and deadlines all live here so everyone knows what is happening and when.

Adding an Event

Click + Add Event
Enter name, date, time, and event type
Be specific — “Team Call Tuesday 7pm EST” is better than “Call”
Add description or link if needed
Zoom link, agenda, what to bring
Save — appears on the calendar for the whole team

Event Types

Type	Use For
BPP Team Meeting	Team calls, huddles, weekly check-ins
BPM (Syncis)	Monday / Tuesday / Saturday Syncis training calls
Training	NAT sessions, product training, skills workshops
Client Event	Wealth events, client appreciation, community gatherings
Deadline	Month-end cutoffs, licensing deadlines, campaign dates

📅

Add recurring events at the start of the month

Add recurring events — Monday BPM, Tuesday call, Saturday training — once at the start of the month rather than one at a time. Your team checks this calendar before asking you when the next call is.

Module 10 of 11

Achievements — Milestones Worth Celebrating

Achievements fire automatically when you hit a milestone. No input needed — if it happened on your tracker, it shows. The announcement ticker at the top of the dashboard makes every win visible to the whole team in real time.

Types of Achievements

Achievement	What Triggers It
First Policy	First issue-paid case on your tracker
Personal Policies Submitted	Hitting 1, 3, 5, 10+ personal policy milestones
Issue Paid Milestone	Crossing point thresholds in issue-paid points
TBC Rank	Reaching a Top Builder Club rank level
Monthly Achievement	Hitting your monthly goal
Level Up	Reaching the next promotion level thresholds
FD Readiness	Completing FD readiness rank milestones
Recruits	First recruit, recruit count milestones
Exam Passed	License exam completion
Course Completion	Completing a course on TeamBPP

🏆

Achievements are only as fast as your entries

The system monitors your production data. If you close a case but do not update the status to Issue Paid on your tracker, the achievement does not fire. Keep your tracker current and the milestones take care of themselves.

Module 11 of 11

Troubleshooting — When Something Looks Wrong

Most dashboard issues have simple causes. Work through these in order before assuming something is broken — nine times out of ten the answer is here.

My Numbers Look Wrong

Check the SHOW filter
The most common cause. If you are on “This Week” expecting this month’s numbers, they will not match. Set the filter to the right period.
Check for missing dates
A case with no Issue Paid Date or no Date Submitted cannot be counted in any period. Add the missing date and recheck.
Verify against Syncis Points Report
Syncis may have adjusted your target values. If the Syncis number differs from what you entered, update your row to match Syncis.
Check for Chargeback rows
Any row with Chargeback status is removed from Issue Paid totals. If a policy reversed and you changed the status, that is correct behavior.

Training Points Not Showing on Team Production

Confirm Training Type is set
Must be “NL Field Training” or “Sales Training” — not None, not blank
Confirm Training Agent is from the dropdown
A manually typed name will not link to a portal account. Check for the SCA pill — Missing SCA means it is not linked.
Confirm Target PTS is entered
No points value means nothing to calculate
Save and refresh Team Production
Training data rolls up after a save. Hit Refresh on the Team Production tab.
For older rows — do the re-save
Change Training Type to None → save → change back → re-select trainee → save again. This re-links older rows.

SCA Code Shows as Missing

Check their TeamBPP profile
Members → find person → About → Additional Information → SCA Code. If blank, add it there.
Reload the dashboard
A fresh load pulls updated profile data.
Add it on the Family Tree
Recruits tab → find node → Edit → SCA Code → Save. This works as a fallback.

Shared Case Showing Twice

⚠️

Do not delete the ⇣ Shared In row

If you manually entered a case that also got shared to you, delete YOUR manual entry — not the shared one. Or let the system auto-hide the duplicate on next refresh. The shared row is the correct version with the right share.

Dashboard Changes Not Saving

If you see the red “Your changes are NOT being saved” banner, there are three common causes:

You are in Admin View-As mode — read-only by design. Switch back to your own dashboard.
Your session expired — log out of TeamBPP and back in, then reload.
Network issue — refresh the page. If it persists on your own dashboard, contact your site admin.

After Installing an Update — The Right Sequence

Install the new plugin zip in WordPress
Purge LiteSpeed cache — Purge All
Hard-refresh
Ctrl+Shift+R on desktop. Close tab completely on mobile and reopen.
Open YOUR dashboard first
This publishes your team data so everyone downstream can read it.
Team members open their dashboards

ℹ️

The footer version number confirms the update landed

The very bottom of the dashboard shows the current version number. If it still shows the old number after installing and purging, the cache is not fully cleared. Purge again or wait a few minutes and hard-refresh.

🏆

You Know Your Dashboard

Every tab, every field, every number — you have got it. Now use it and get credit for everything you do.

Field	What It Does	Tips
Full Name	How you appear everywhere in the dashboard — team cards, training credit, shared cases	Use your full legal name exactly as it appears in Syncis
SCA Code	Your Syncis agent code — appears as a clickable pill on every production row so teammates can copy it for submissions	Format: SCA followed by numbers (e.g. SCA21667). Get this from your Syncis back office if you don’t know it.
Code In Date	When you officially coded in with Syncis. Feeds your recruit timeline and tenure tracking	Use mm/dd/yyyy format
Email	Contact info shown on your team card and used for matching across the system	Use the same email as your TeamBPP portal account
Phone / Mobile	Contact info on your team card	Include area code

Field

What It Does

Tips

Full Name

How you appear everywhere in the dashboard — team cards, training credit, shared cases

Use your full legal name exactly as it appears in Syncis

SCA Code

Your Syncis agent code — appears as a clickable pill on every production row so teammates can copy it for submissions

Format: SCA followed by numbers (e.g. SCA21667). Get this from your Syncis back office if you don’t know it.

Code In Date

When you officially coded in with Syncis. Feeds your recruit timeline and tenure tracking

Use mm/dd/yyyy format

Contact info shown on your team card and used for matching across the system

Use the same email as your TeamBPP portal account

Phone / Mobile

Contact info on your team card

Include area code

Goal	What It Controls
Initial Appts Goal	The target in the Initial Appts Held stat card and the progress dots below it (goal is 15 for field training)
Monthly Recruit Goal	The “This Month Goal” stat card on the Recruits tab
Issue Paid Goal	The “Toward Goal” percentage in the header banner

Goal

What It Controls

Initial Appts Goal

The target in the Initial Appts Held stat card and the progress dots below it (goal is 15 for field training)

Monthly Recruit Goal

The “This Month Goal” stat card on the Recruits tab

Issue Paid Goal

The “Toward Goal” percentage in the header banner

Card	What It Counts
Total Prospects	Every person on your 100 List
High Indicators (5+)	Prospects with 5 or more Life Indicators checked — these are your highest-priority contacts
Entrepreneurs	Prospects with the Entrep indicator checked — strong recruit candidates

Card

What It Counts

Total Prospects

Every person on your 100 List

High Indicators (5+)

Prospects with 5 or more Life Indicators checked — these are your highest-priority contacts

Entrepreneurs

Prospects with the Entrep indicator checked — strong recruit candidates

Indicator

Meaning

Why It Matters

25+

25 years or older

Old enough to have real financial decisions to make

Mar

Married

More financial complexity — life insurance, family planning

Child

Has children or dependents

Protection need is real and immediate

Home Owner

Asset protection, mortgage protection interest

50K+

Income $50,000/yr or more

Has disposable income to allocate toward protection and building

Amb

Ambitious

Open to opportunity — possible recruit candidate

Dissat

Dissatisfied (with job, income, or situation)

Motivated to make a change — strong recruit signal

Coach

Coachable / Positive Attitude

Will follow a system — important for team building

Entrep

Entrepreneur / Business Owner

Already wired for self-direction — strong recruit and referral source

Letter	Meaning	Why It Matters for Recruiting
S	Sales background	Already comfortable with the business model — shorter learning curve
T	Teacher / Educator	Natural communicator — great at explaining concepts to clients
E	Enthusiastic	Energy is contagious — important for team culture and client appointments
A	Ambitious	Wants more — will put in the work when they see the path
M	Money Motivated	Commission-driven business is a natural fit

Letter

Meaning

Why It Matters for Recruiting

Sales background

Already comfortable with the business model — shorter learning curve

Teacher / Educator

Natural communicator — great at explaining concepts to clients

Enthusiastic

Energy is contagious — important for team culture and client appointments

Ambitious

Wants more — will put in the work when they see the path

Money Motivated

Commission-driven business is a natural fit

Field	Purpose
Relationship	How you know this person — Friend, Family, Coworker, Referral, etc. Helps personalize your approach
Market	The market segment this person belongs to — feeds your market targeting
Age	Their approximate age — relevant for product recommendations
401K	Do they have a 401K? Strong conversation starter about retirement planning and IUL as an alternative
Life Ins?	Do they currently have life insurance? If yes — how much and what kind? Opens the review conversation.
Smoker?	Affects carrier eligibility and premium — important to know before recommending a product
Notes	Anything relevant — “referred by Kyron,” “best time to call evenings,” “interested in the business”

Field

Purpose

Relationship

How you know this person — Friend, Family, Coworker, Referral, etc. Helps personalize your approach

Market

The market segment this person belongs to — feeds your market targeting

Age

Their approximate age — relevant for product recommendations

401K

Do they have a 401K? Strong conversation starter about retirement planning and IUL as an alternative

Life Ins?

Do they currently have life insurance? If yes — how much and what kind? Opens the review conversation.

Smoker?

Affects carrier eligibility and premium — important to know before recommending a product

Notes

Anything relevant — “referred by Kyron,” “best time to call evenings,” “interested in the business”

Stat Card	What It Counts
Initial Appts Held	Rows where the Held checkbox is checked, within the selected period
Submitted	Cases with a submitted-or-beyond status (Submitted, Approved, Issue Paid, etc.)
Issue Paid	Cases where status is Issue Paid — the real money count
Follow Ups Set	Rows that have a Follow-up Date entered
Referrals Collected	Rows where you’ve entered referral names in the referral columns
Submitted PTS	Your personal points (Final PTS) on submitted-or-beyond cases this period
Issue Paid PTS	Your personal points on issue-paid cases only

Stat Card

What It Counts

Initial Appts Held

Rows where the Held checkbox is checked, within the selected period

Submitted

Cases with a submitted-or-beyond status (Submitted, Approved, Issue Paid, etc.)

Issue Paid

Cases where status is Issue Paid — the real money count

Follow Ups Set

Rows that have a Follow-up Date entered

Referrals Collected

Rows where you’ve entered referral names in the referral columns

Submitted PTS

Your personal points (Final PTS) on submitted-or-beyond cases this period

Issue Paid PTS

Your personal points on issue-paid cases only

Column	What to Enter	Notes
Date	Appointment date	This is when you MET with the client — feeds the timeline filters
Held ✓	Check when appointment happened	Counts toward Initial Appts Held goal
Prospect Name	Client full name	Used for matching shared/split cases — spelling matters
Phone	Client phone number	Carries over if pushed from Top 25
Email	Client email	Carries over if pushed from Top 25
State	Client state of residence	Important for carrier availability
Carrier	Insurance carrier (F&G, National Life, etc.)	Dropdown — affects split matching and team reports
Product Type	IUL, Term, Annuity, GUL, etc.	Filtered in the carrier/product filter above the table
Purpose	BYOB, Life Insurance, Retirement, etc.	The reason/goal of the case
Policy #	Syncis policy number	Used for deduplication on shared cases — fill this in as soon as you have it
Expected Issue	When the carrier expects to issue	Drives the Issuing This Week report — enter as soon as the carrier gives you a timeframe
Issue Paid Date	When it actually issued	Locks in your points for that month — annual review auto-fills from here
Annual Review	Auto-fills 1 year after Issue Paid Date	Reminder for the client’s yearly policy check-in — does not affect production numbers
Pipeline Status	Current status of the case	See status guide below
Target PTS	What Syncis shows as the target point value	This is the gross — your Final PTS is what you actually get after split
My %	Your commission percentage	Defaults to your level setting — override per row if different
My Split	Your share of the case	100% if no split, lower if split with a partner
Final PTS	Your actual points = Target × My Split %	This is what counts in your totals
Split Agent	Licensed teammate sharing this case	Select from dropdown — SCA pill appears automatically below
Training Type	NL Field Training or Sales Training	Determines how training credit is calculated
Training Agent	The trainee on this case	Select from dropdown — their SCA appears below. NOT the same as Split Agent
Follow Up Date	When you need to follow up with this client	Shows in red on the Needs Follow-Up report when the date arrives
Referral 1 / 2 / 3+	Referral names collected at this appointment	Counts toward your Referrals Collected stat
Notes	Anything relevant to this case	Free text — visible only to you

Column

What to Enter

Notes

Date

Appointment date

This is when you MET with the client — feeds the timeline filters

Held ✓

Check when appointment happened

Counts toward Initial Appts Held goal

Prospect Name

Client full name

Used for matching shared/split cases — spelling matters

Phone

Client phone number

Carries over if pushed from Top 25

Client email

Carries over if pushed from Top 25

State

Client state of residence

Important for carrier availability

Carrier

Insurance carrier (F&G, National Life, etc.)

Dropdown — affects split matching and team reports

Product Type

IUL, Term, Annuity, GUL, etc.

Filtered in the carrier/product filter above the table

Purpose

BYOB, Life Insurance, Retirement, etc.

The reason/goal of the case

Policy #

Syncis policy number

Used for deduplication on shared cases — fill this in as soon as you have it

Expected Issue

When the carrier expects to issue

Drives the Issuing This Week report — enter as soon as the carrier gives you a timeframe

Issue Paid Date

When it actually issued

Locks in your points for that month — annual review auto-fills from here

Annual Review

Auto-fills 1 year after Issue Paid Date

Reminder for the client’s yearly policy check-in — does not affect production numbers

Pipeline Status

Current status of the case

See status guide below

Target PTS

What Syncis shows as the target point value

This is the gross — your Final PTS is what you actually get after split

My %

Your commission percentage

Defaults to your level setting — override per row if different

My Split

Your share of the case

100% if no split, lower if split with a partner

Final PTS

Your actual points = Target × My Split %

This is what counts in your totals

Split Agent

Licensed teammate sharing this case

Select from dropdown — SCA pill appears automatically below

Training Type

NL Field Training or Sales Training

Determines how training credit is calculated

Training Agent

The trainee on this case

Select from dropdown — their SCA appears below. NOT the same as Split Agent

Follow Up Date

When you need to follow up with this client

Shows in red on the Needs Follow-Up report when the date arrives

Referral 1 / 2 / 3+

Referral names collected at this appointment

Counts toward your Referrals Collected stat

Notes

Anything relevant to this case

Free text — visible only to you

Card	What It Shows
Total Recruits	Everyone in your entire downline — all levels
New This Month	People whose Code In Date is this calendar month
PFC Completed	Recruits who have completed their Wealth Analyzer walkthrough
Licensed	Recruits with License Status set to Licensed
Team Submitted PTS	Submitted points from everyone in your downline this month
Team Issue Paid PTS	Issue-paid points from everyone in your downline this month
This Month Goal	Your monthly recruiting goal from Settings

Card

What It Shows

Total Recruits

Everyone in your entire downline — all levels

New This Month

People whose Code In Date is this calendar month

PFC Completed

Recruits who have completed their Wealth Analyzer walkthrough

Licensed

Recruits with License Status set to Licensed

Team Submitted PTS

Submitted points from everyone in your downline this month

Team Issue Paid PTS

Issue-paid points from everyone in your downline this month

This Month Goal

Your monthly recruiting goal from Settings

Field

What to Enter

Pick from community

Select their name from the dropdown — required

SCA Code

Their Syncis agent code — shows as pill on production rows that reference them

Code In Date

When they officially coded in — required, feeds the New This Month count

License Status

Non-Licensed, Licensed, or Exempt

PFC Completed

Whether they’ve completed the Wealth Analyzer walkthrough

Green Button Date

When they hit the Green Button in Syncis — key milestone

License Date

When they passed their exam

Notes

Anything relevant to this person’s development

Section	What You See
Current Level	Your level as set in Settings — update this when you promote
Points Progress	Your issue-paid points toward the current level goal, with a progress bar
Pending Points	Cases that are submitted/approved but not yet issued — shown separately so you can see what’s close
Policy Count	How many issue-paid policies you have — the 3-policy requirement for NL promotion specifically
Production History	A full table of your cases with their contribution toward promotion

Section

What You See

Current Level

Your level as set in Settings — update this when you promote

Points Progress

Your issue-paid points toward the current level goal, with a progress bar

Pending Points

Cases that are submitted/approved but not yet issued — shown separately so you can see what’s close

Policy Count

How many issue-paid policies you have — the 3-policy requirement for NL promotion specifically

Production History

A full table of your cases with their contribution toward promotion

Type

Use For

BPP Team Meeting

Team calls, huddles, weekly check-ins

BPM (Syncis)

Monday/Tuesday/Saturday Syncis training calls

Training

NAT sessions, product training, skills workshops

Client Event

Wealth events, client appreciation, community events

Deadline

Month-end cutoffs, licensing deadlines, campaign dates

Other

Anything that doesn’t fit the above

Achievement

What Triggers It

First Policy

First issue-paid case on your tracker

Personal Policies Submitted

Hitting 1, 3, 5, 10+ personal policies submitted milestones

Issue Paid Milestone

Crossing point thresholds in issue-paid points

TBC Rank

Reaching a Top Builder Club rank level

Monthly Achievement

Hitting your monthly goal for the period

Level Up

Reaching the next promotion level thresholds

FD Readiness

Completing FD readiness rank milestones

Recruits

First recruit, recruit count milestones

Exam Passed

License exam completion

Course Completion

Completing a FluentCommunity course on TeamBPP

Daily Check-In

Agent Launch

Training Hub

Events

Programs

Blog

The Tool Box

BPPHQ Rooms

Development

My Dashboard Training

Start Here — Your Foundation

Your Profile Section

Onboarding Checklist

Quick Links & Resources

Settings — Goals & Commission Level

Your Commission Level

Monthly Goals

How Settings Flows Downstream

100 List — Your Prospecting Foundation

During Training — How This List Gets Used

After Training — It Never Goes Away

The Stat Cards

Life Indicators — Reading Your Prospect

S.T.E.A.M. — Recruit Profile Indicators

Additional Fields

Moving Someone to the 25 List

Top 25 — Your Active Contact List This Week

During Training

The Goals Behind This List

After Training

The → Production Button

Production Tracker — The Core of Your Business

The Header Stats

The SHOW Filter

The Held Checkbox

Every Column Explained

Pipeline Status — Full Guide

Shared Cases — ↗ Shared Out / ⇣ Shared In

SCA Pills

Issuing This Week & Needs Follow-Up

Export Report

Recruits & Family Tree — Building Your Organization

The Stat Cards

The Family Tree Visual

Adding a Recruit — The Drawer Form

Team Production — Your Whole Team at a Glance

The Growth Challenge Card

Team Pipeline Reports

The Three Sections

Training Credit — How It Reaches Here

Level Up Tracker — Your Promotion Roadmap

Promotion Requirements

Submitted vs Issue Paid Points

Events — Team Calendar

Adding an Event

Event Types

Achievements — Milestones Worth Celebrating

Types of Achievements

Troubleshooting — When Something Looks Wrong

My Numbers Look Wrong

Training Points Not Showing on Team Production

SCA Code Shows as Missing

Shared Case Showing Twice

Dashboard Changes Not Saving

After Installing an Update — The Right Sequence

You Know Your Dashboard

The Complete Dashboard Guide