MASTER COCKPIT · TODAY · MAY 8
4 agencies · 287 reps · 1 screen
CALLS TODAY
847
▲ 12% vs avg
AVG COMPLIANCE
87.4
14-cat composite
BOOK RATE
23.8%
202 of 847
VENDOR HEALTH
6 of 7
▼ LeadZone watch
RECOVERED $ MTD
$128,440
14 overrides · 9 chargebacks
SOS ALERTS
3 active
2 critical · 1 watch
SOS ALERT PANEL
3 active
LeadZone post-rate dropped 47% in 12min
Apex TX · 22 reps idle · est $4,400 lost spend by EOD
Compliance flag · missing TPMO disclaimer
D. Williams · UHC enrollment · 9:42 AM · pattern violation #3 this week
Coastline FL 7d close rate down 11%
Watch · trending vs 30d avg · 2 reps account for 78% of drop
ACTIVITY FEED · LIVE
SSE connected
HOURLY CALL VOLUME · ALL AGENCIES
Today · 6 AM – now
Connected
Voicemail
Disconnect
AGENCY HEAT GRID · COMPLIANCE × HOUR
All 4 agencies · last 8 hours
TOP AGENCIES TODAY
1Sunshine FL238 calls94
2Coastline FL211 calls82
3Apex TX198 calls81
4Horizon AZ200 calls90
DELEGATE QUEUE · YOU
- Approve recovery letter · UHC Schwartz $611
- CMS BEQ verification · Wellcare disenroll claim
- Compliance escalation · D. Williams 9:42 AM call
- Sign Humana May statement reconciliation
⚠ CRITICAL · VENDOR DEGRADATION
LeadZone post-rate ↓ 47% in 12 minutes
Active campaign · Apex TX · 22 reps online · Medicare T65 vertical
ESTIMATED WASTE BY EOD
$4,400
+ $2.40/sec
POST-RATE · LAST 24 MIN
REPS IDLE
22 of 24
Avg idle: 4m 12s
SPEND BURNED · LAST HOUR
$1,184
vs $76 booked attribution
VENDOR LAST RESPONDED
17 min ago
No incident notice
Last 30 days · 2 similar events · avg detect→pause = 94 sec
PROJECTED MTD REVENUE
$1.84M
▲ 12.4% on track to beat April
DEAD SPEND DETECTED
$8,420
3 vendors · zero booked · 7d window
Premier ListsSeniorTechRetireQuotes
VENDOR ROI · BEST
3.6×
Coastline Leads · $44K rev / $12.2K spend
SPEND VS REVENUE · LAST 30 DAYS
Per vendor · cohort-locked attribution
VENDOR PERFORMANCE TABLE
Vendor
Spend (30d)
Calls
Booked
CPL · CPA
ROI · Health
COMPLIANCE INTELLIGENCE
AI Compliance Grader · Head-to-Head
PANE A · WRIGHTLABS GRADER
Composite 87 / 100
[Rep] Hi Mr. Holloway, this is Aria with One Connection Health. I'm a licensed agent appointed with multiple Medicare carriers...
[Client] Yes, that's me.
[Rep] Before we get started, I want to confirm we are not affiliated with Medicare or any government agency. The plans we discuss today may not include all your current providers...
[Client] Okay.
[Rep] I'll be reviewing Medicare Advantage and Part D options. Are you currently enrolled in a plan?
[Client] Yes, that's me.
[Rep] Before we get started, I want to confirm we are not affiliated with Medicare or any government agency. The plans we discuss today may not include all your current providers...
[Client] Okay.
[Rep] I'll be reviewing Medicare Advantage and Part D options. Are you currently enrolled in a plan?
PANE B · COMPETITOR (ENROLLHERE)
Composite 72 / 100
[Rep] Hey there, you spoke with us about Medicare. Are you ready to enroll today?
[Client] Sure I guess.
[Rep] Awesome. Let me grab your info and get you a great plan...
[Client] Will my doctor still be in network?
[Rep] Yes most plans cover most doctors, you'll be fine.
[Client] Sure I guess.
[Rep] Awesome. Let me grab your info and get you a great plan...
[Client] Will my doctor still be in network?
[Rep] Yes most plans cover most doctors, you'll be fine.
14-CATEGORY HEAD-TO-HEAD GRID
Pane A vs Pane B · Diff column
#
Category · CFR Citation
Pane A
Pane B
Δ
PHASE 1 · TRUST LAYER
Source-to-Payout Traceability
RECOVERY OPENCL-1044
UHC issued Linda Schwartz's policy 27 days ago.
Statement never showed it. Carrier portal says active. $611 sitting in nowhere. Auto-letter drafted, sitting in your queue for signature.
Trust score 62/100
·
Confidence: low until carrier confirms
VARIANCECL-1052
Cigna rounded down on Sandra Klein's first month.
Prorated month-one rounding mismatch. Paid $580.45 · expected $611.00. Short by $30.55. Recoverable today via standard appeal.
Trust score 81/100
·
Bundle with Cigna May appeal
RECOVERY OPENCL-1054
Humana never paid on Maria Rodriguez (sale 03/21).
Missing entirely from April statement. CMS portal lists active. $611 open recovery. Likely override-hierarchy assignment error.
Trust score 48/100
·
Verify hierarchy before letter
TRACKED REVENUE · MTD
$1,847,320
▲ 12.4% vs prior 30d
RECONCILED
86.2%
312 of 362 commissions matched
DISCREPANCIES
50
$42,180 unresolved variance
RECOVERED THIS QTR
$128,440
14 overrides · 9 chargebacks · 3 underpays
CLIENT TRACE LEDGER
Source → Carrier → Override → Payout
Client / Policy
Carrier / Plan
Rep · Override
Expected → Paid
Δ
Trust · Status
PORTFOLIO TRUST INDEX
91
/ 100
96% source-traceable
89% statements clean
14% overrides need review
6% need confidence boost
No fake precision. Anything below 85 is held in review queue, not blended into payout numbers.
LEAKAGE FEED · LIVE
RECOVERED · WTD
$31,920
11 records · auto-letters drafted · awaiting your signoff
REP PERFORMANCE
Leaderboard · Compliance Heat
DW
D. Williams · Apex TX
Coach flag
3 violations · 2 weeks
Compliance trend: 94 → 89 → 85 → 81 · all three flags = missing TPMO disclaimer. Specific carrier rule. Coachable in one session.
CALLS / WK
312
BOOKED
52
COMPLIANCE
81
TOP 12 REPS · TODAY
COMPLIANCE DISTRIBUTION · 287 REPS
RECOGNITION QUEUE · SEND VIA GHL
12-day streak
A. Patel
90+ compliance every day this month
PR booked
M. Garcia
8 booked yesterday · personal record
200 milestone
D. Williams
First time crossing 200 calls in a day
STACK REPLACEMENT · WHAT YOU STOP PAYING FOR
7 tools → 1 platform
YOUR CURRENT MONTHLY STACK
$77,500 – $157,000
| Category | What you pay today | Monthly cost | WrightLabs replaces with | Tier |
|---|---|---|---|---|
| CRM / Pipeline | Salesforce Lightning + compliance config | $30K – $60K | Multi-tenant CRM + view templates + RBAC | Pro |
| Dialer / Voice | Five9 / Genesys | $20K – $30K | Twilio + Aircall fused dialer + power session | Pro |
| Marketing Automation | GoHighLevel Pro / Klaviyo | $500 – $2.5K | Bi-directional GHL command layer (write + read) | Pro |
| Call QA / Scoring | Gong / Chorus | $10K – $15K | 14-category AI grader · 42 CFR + CMS MFR | Compliance Pro |
| Call Recording / Audit | Enterprise recording vendors | $4K – $10K | 10-year retention · per-state compliance · drill-down heat map | Compliance Pro |
| AI Coaching / Real-time | Convoso AI / Balto | $8K – $20K | Per-call AI feedback · predictive vendor health · AI brief | Enterprise |
| Custom Compliance Dashboards | In-house BI + data engineer time | $5K – $20K | SOS Alert Engine + heat map + audit trail (built-in) | Pro+ |
| + Revenue Recovery | No competitor offers this | — | Source-to-payout traceability + auto-recovery letters | Pro+ |
| TOTAL CURRENT STACK | $77.5K – $157K / mo | WrightLabs Compliance OS | $2K – $10K / mo |
ROI math: One CMS Marketing Final Rule violation = $5K-$50K. Pattern violations (3+ in 12mo) = $250K-$1M. Loss of carrier appointment = entire revenue stream gone. Compliance Pro at $60K/yr pays for itself stopping ONE $50K violation per quarter.
PLAN COMPARISON · REAL TIERS
Pick your tier
Monthly
Annual Save 17%
STARTER
Foundation tier
$4,970/ yr
+ $2,500 setup
What you get
- 1 agency · 25 users
- Multi-tenant + light white-label
- Vendor analytics + pipeline
- Morning brief
Most popular
PRO
Operations Command Center
$19,970/ yr
+ $7,500 setup
What you get
- 5 agencies · 100 users
- Twilio + Aircall dialer
- Bi-directional GHL command
- Real-time SSE + Cmd+K
- SOS Alert engine + auto-pause
COMPLIANCE PRO
FMO-scale audit-ready
$49,970/ yr
+ $15,000 setup
What you get
- Unlimited agencies + users
- 10-year recording retention
- Compliance heat map drill-down
- Per-state customization
- Carrier-ready audit exports
ENTERPRISE
AI Coach + zero branding
$99,970/ yr
+ $35K – $100K setup
What you get
- AI Grader (Claude scoring)
- Per-call AI coaching
- Predictive vendor health
- Custom domain + SSO
- 4-hr SLA · zero WL branding
VOICE OPS
Power Dialer · Live Floor
Twilio + Aircall fused. Real-time rep state. Auto-pause on compliance flag. Disposition modal posts to GHL.
● ACTIVE CALL · 02:14
Connected
CALLING
Margaret Holloway
+1 (561) 555-0142
T65 · IEP starts 2026-08
Source: LeadZone · MAPD
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2
ABC
3
DEF
4
GHI
5
JKL
6
MNO
7
PQRS
8
TUV
9
WXYZ
*
0
+
#
LIVE REP STATE
12 active2 break
DIAL QUEUE · NEXT 6
Auto-route · LeadZone
SESSION DIALS
847
▲ 12% vs avg
CONNECT RATE
38.2%
324 connected
BOOKED
202
23.8%
CALL LOG
Today's Calls · 847 records
10-year recording retention (Compliance Pro+). Transcript + grade + disposition + GHL contact link on every row.
Auto-graded · 14 categories
Time
Caller
Rep · Agency
Duration
Disposition
Compliance
Actions
SELF-SERVE TENANT CREATION
Onboarding Wizard · 4 steps · ~3 min
✓
Company
2
Agencies
3
Modules
4
Branding
STEP 2 OF 4
How many agencies do you operate?
You can add more later. Single-agency is the most common starting point.
First agency name
State
License #
Headcount
LIVE PREVIEW · YOUR DASHBOARD
S
SUNSHINE
Trial · 14d
CALLS
238
BOOKED
54
SCORE
94
[Hourly volume sparkline]
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