WHY CALL NOW
Vehicles
ADDRESS
RECON EXCHANGE
Dashboard
Go on shift?
CALLING SCOREBOARD
Today
| # | Team member | Sales | Quotes | Conversations | Calls |
|---|
Ranked by sales, then quotes (one per customer), conversations and calls. A streak is days in a row on the daily calls goal; days the team didn't call are skipped.
READY WHEN YOU ARE
Keep the conversation moving.
One protected lead at a time, with every result recorded. Calls are placed manually outside this website.
Today’s focus
Press Next lead and keep going: the queue serves your callbacks first, then cadence calls that are due, then new leads. Keys 1-9 pick the outcome; Enter saves and moves on.
Testing discipline
Use the assigned script and record the outcome immediately after each manual call.
SOLD A ROOF?
Refer the homeowner to Tray
A new roof can lower their home insurance. Read Tray's line, get their OK, and send it with one tap. Risk & Assurance Brokers takes it from there.
YOUR REFERRALS
This month
Open this page to load your referrals.
OWNER VIEW
Referrals by rep
Referred → introduced to Tray → talking with Tray → quoted → insured with Risk & Assurance. Roofs permitted counts your El Paso re-roof permits (PPRBD) in the same dates.
MY LISTS All lists Choose lists ▾
Your owner chooses which lists the team calls. Tick the ones you want Next lead to serve you. Your callbacks always come to you, whatever you tick.
| Call it | List | Lead type | Where | Ready now | Yours in work |
|---|
Serving: all released lists
Ready for the next lead?
Starting reserves one record to you for 15 minutes. Select the phone number to open your device's calling prompt.
CALL GUIDE
Script
SOLD A CAR?
Insurance estimates for your buyers
Log every sale. When the customer will shop insurance, fill in the quick form and Risk & Assurance Brokers takes it from there.
QUOTE REQUESTS
Today's quotes
Open this page to load quote requests.
OWNER VIEW
Sales and insurance funnel
Cars sold (logged) → shopped insurance → estimates sent → talking with Tray → insured with Risk & Assurance.
INSURANCE ESTIMATES
MY CALLS
Callbacks, calls due today and quotes
Callbacks come back to whoever set them. Cadence calls come due automatically; the queue serves them first, so pressing Next lead is usually all you need.
Callbacks
| Customer | Phone | Call back | Rep | Calls so far |
|---|
Cadence calls due today
| Customer | Phone | Due | Call | Campaign |
|---|
Wants a quote
Convert these in State Farm and quote them there. Record Quote Completed or Sold here when it happens.
| Customer | Phone | Last call | Rep | Campaign |
|---|
Sent to R&A
Customers sent to Risk & Assurance in the last 90 days, with where R&A is with each one.
| Customer | Phone | Sent | Why | R&A status | Rep |
|---|
ROLE SEPARATION
Your script recordings
Representatives can upload and listen here, but cannot access lead imports or administration.
Open this page to load recordings.
REQUEST LEADS
Request AUTO leads
Availability is a preview only and holds nothing. On request the server rechecks availability and quota atomically, allocates all-or-none, and creates a locked campaign you download, import into State Farm, and then confirm.
Up to 25 ZIP codes. ZIP pulls are up to 500 leads at a time and count toward your normal allowance.
DEALERSHIP VEHICLE MATCH
Select one or more makes or models and an optional model-year range. A household qualifies when any reported vehicle matches; the matching vehicle appears first while every reported household vehicle remains visible.
| Signal | Supply | Allocation | Cap | Used | Remaining | Available | Quantity |
|---|
Checking what's available…
No AUTO inventory is available to your organization yet.
Your requests
| Request | Bucket | Requested | Allocated | Status | Actions |
|---|
ZIP prospects
| ZIP | County | Prospects | Your share | Already pulled | Matching | Verified current owners | Free to you | Next extra lead |
|---|
Your ZIP prospect pulls
| Pulled | ZIP codes | Delivered |
|---|
STORM LEADS · ROOFERS ONLY
Hail just hit? Get there first.
We watch National Weather Service warnings and NOAA radar hail size every 2 minutes. When hail lands, every home under it is scored by hail size and roof age, so you knock on the doors most likely to buy a roof, minutes after the storm and days before out-of-town crews arrive. Lists come with today's owner from county records, and every home we can match to a phone number (free) also goes into a calling list for your team. Do-not-call checks are your company's job.
Weather Service warnings right now
Storms
| Day | Area | Biggest hail | First hail | Tier 1 open | Tier 2 open | Tier 3 open | Yours |
|---|
| ZIP | City | Biggest hail | Tier 1 open | Tier 2 open | Tier 3 open | Yours | Owners open |
|---|
Old roofs no storm needed
Homes whose roof is old, from permit records: years since the last re-roof permit, or since the house was built. Free. Each home you take is yours alone for the hold period and comes as a door-knock list plus a calling list (phones matched where we can).
Turning 15 this year: roofs that are 14 to 15 years old now, soonest first. Some insurers stop paying full replacement cost on shingle roofs around 15 years, so these owners are often deciding on a new roof. Add "hit by 1-inch hail" to start with the roofs most likely to be damaged.
| ZIP | City | Homes | Turning 15 | Turning 15, hail since roof | Roof 15+ yrs | 20+ yrs | 25+ yrs | No permit since 1990s | Open to you | Owners |
|---|
Your old-roof lists
| Taken | ZIP codes | Roof | Homes | Yours until |
|---|
Hail history report
Every radar hail hit at a home since 1998, and how many since its roof went on. Print it or save it as a PDF to show the homeowner. Free.
Your storm lists
Each list downloads in walking order: ZIP, street, then one side of the street at a time.
| Taken | Storm | ZIP codes | Tiers | Homes | Yours until |
|---|
Sold a roof? A new roof can lower the homeowner's insurance, and a Class 4 roof can cut it a lot more.
STATE FARM IMPORT GATE
Lead campaigns
Download each lead pack, import it into State Farm, then confirm the import. Reps cannot see a campaign until it is confirmed live.
| Campaign | Organization | Leads | Status | Uploaded | Actions |
|---|
DATA CREDITS
Your data credits
Money for data lookups, like birth month/year on your campaign leads, and for leads you buy. Each lookup is charged when it runs, found or not.
You can see balances and statements. Only your agency owner can add funds, start the Data Plan or run lookups.
BALANCE
Available to spend: —
We use your monthly plan credit first (it resets each month), then your prepaid funds (they never expire).
Your data credits are paused. Your Data Plan still renews; contact Tray at Risk & Assurance Brokers before your renewal date.
MONTHLY DATA PLAN
Data Plan
Online payments aren't turned on yet. Contact Tray at Risk & Assurance Brokers.
IN PROGRESS
Payments on the way
STATEMENT
Monthly statement
| Date | What happened | Amount | Plan credit | Prepaid |
|---|
Sales tax: not collected.
PARTNER-VISIBLE STATUS
Referral progress
You can see the shared service status. Internal notes, carrier details, and compensation information remain private to Risk & Assurance.
| Customer | Need | Organization | Representative | Status | Created |
|---|
AUTO RESCUE
R&A quote requests
Drivers sent with “Send & start R&A quote” from the lead workspace.
| Customer | Reason | Customer OK | Organization | Representative | Progress | Created |
|---|
ORGANIZATION-ENABLED WORKFLOWS
Partner products
Only products enabled for your organization appear here. A product is recorded as bound only through an approved confirmation mechanism.
Open this page to load enabled products.
PARTNER PRODUCT HELP
Help & learn
Plain-language guides to the partner products available through the Exchange. Each guide explains what the product is, when to discuss it, and how to quote it, then links to the provider's official documentation for the details.
Open this page to load partner product guides.
DATA ON LEADS
Birth month/year on a lead
Some leads show a line like “Born Mar 1981”. Your agency added it with a paid lookup from a licensed data provider.
For conversation only, like a birthday follow-up. Don't use it to rate, choose or sort customers.
- Never type it into a rating or quoting field.
- If a customer asks you to stop using their information, tell your agency owner. The owner can use “Remove birth info” on that lead, and the household is never looked up again.
- Agency owners turn lookups on per campaign from Lead campaigns, and see balances and statements under Data credits.
Choose a partner product guide from Help & learn or from Partner products.
By team member
Outcome mix
Sent to R&A
Customers your team sent to Risk & Assurance because State Farm can't write them, counted once per customer, next to quotes (also once per customer) for the dates above. Per quote = sent to R&A out of quotes.
| Signal type | Quotes | Sent to R&A | Per quote |
|---|
| Lead source | Quotes | Sent to R&A | Per quote |
|---|
Rep report
Per team member for the dates above (all of the last 7 days when none are set). Quotes and sales count once per customer.
| Team member | Calls | Conv. | Quotes | Sales | Quotes per day | Sent to R&A | Sent per quote | Calls per quote | Dials per quote | Avg time on lead | Time to dial | Call + wrap | Calls per hour | Callbacks set | On time | Late | Missed | Not due yet | On-time rate | Avg callback delay |
|---|
Recent activity
| Date | Lead | Agent | Outcome | Script | Attempt |
|---|
TEAM BOARD · TODAY
Your team
Calls, conversations, quotes and sales today, ranked by quotes. Overdue callbacks are promises a customer is waiting on.
| # | Team member | Doors | Conversations | Appointments set | Sold | Streak (days) | Doors this week | Sold this week | Last knock | Out since |
|---|
Daily goals
Reps see their progress and their streak (days in a row hitting the doors goal) on the map's Stats and in Field Recon. A day nobody on the team knocked never breaks a streak. Leave a box empty for no goal.
| # | Team member | Calls | Conversations | Quotes | Sales | Sent to R&A | Quotes this week | Sent to R&A this week | Sent per quote (week) | Overdue callbacks | Leads in work | Lists they call | Between leads (median / slowest 5%) | Last call |
|---|
Which leads turn into business
Per lead pulled in the period. Conversation = reached a person. Quote = quote started or completed. Rates are out of leads your team called. Sent to R&A = leads your team sent to Risk & Assurance; per quote is out of quotes.
| Lead type | Leads | Called | Conversations | Quotes | Sales | Sent to R&A | Conversation rate | Quote rate | Sent per quote | Calls per quote | Dials per quote | No answer after full cadence | Still in progress |
|---|
On which call people pick up
First conversation, by call number. Anything after call 1 is business the cadence found.
When calls connect (Mountain time)
| Time of day | Calls | Conversations | Rate |
|---|
| Day | Calls | Conversations | Rate |
|---|
CALL CADENCES
Calling rules
A cadence plans every call to a lead: when a call goes unanswered, the next one is scheduled automatically and comes back to the queue when it's due.
Your team
A rep's own pull shows under Lead campaigns for them to download, import into State Farm and release, and joins their My lists.
Cadences
ORGANIZATION OWNER
My team
Add representatives to your organization and send their setup invitations.
| Name | Role | Status |
|---|
Build history
| Campaign | Organization | Leads | Status | Built |
|---|
Team
| Name | Role | Organization | Status |
|---|
Partner product access
Enable a configured product for one organization. The initial products use referral-only workflows until approved launch URLs or embeds are supplied.
| Organization | Product | Enabled |
|---|
Products
Toggle marketplace availability per product. A product with no live inventory is listed for visibility only and cannot be enabled.
Organizations
ORGANIZATION OVERRIDE
Organization
Empty fields inherit the platform defaults. Saving re-fetches and re-renders the policy.
Recent changes
DEALER REFERRALS
Dealer referral funnel
Per dealer, then per rep: cars sold (logged) → shopped insurance → estimates sent → talking with Tray → insured with Risk & Assurance. Insured ÷ sold is measured against the 30–50% target band.
Open this tab to load the funnel.
ROOFER PARTNERS
Roof referrals
Turn Refer homeowner on per roofing company, set the name its reps and Tray see, and map it to the contractor name(s) on its PPRBD permits so referral rate = referrals ÷ re-roof permits.
| Roofer | Refer homeowner | Name shown | Permit names | Updated | |
|---|---|---|---|---|---|
| Open this tab to load roofers. | |||||
REFERRAL FUNNEL
Referrals and roofs permitted
Per roofer, then per rep: referred → introduced to Tray → talking with Tray → quoted → insured with Risk & Assurance. Roofs permitted = El Paso County (PPRBD) re-roof permits issued in the dates under the roofer's permit names; referral rate = referred ÷ roofs permitted.
Open this tab to load the funnel.
CREDITS & DATA · TRAY ONLY
Revenue, vendor cost and margin
Cash basis by Denver month: plan and prepaid payments, minus refunds and disputes. Vendor cost is the larger of the Fenris minimum and actual usage.
| Organization | Revenue | Plan paid | Prepaid paid | Refunds & disputes | Lookups used | Vendor cost | Stripe fees | Margin |
|---|
Agency wallets
Every active organization. Credits stay off until you turn them on for an agency.
| Organization | Credits | Plan | Available | Plan credit | Prepaid | Reserved | Paused | Products |
|---|
PLATFORM SETTINGS
Vendor, payments and products
Open this tab to load settings.
Sales tax: not collected.
DELETION AND OPT-OUTS
Delete stored values and add opt-outs
Names and addresses entered here are used once to find matching households and are never stored or shown again. Lookup charges stay on the agency's statement.
HEALTH
Reservations, reconciliation and Stripe events
Open reservations: —
Before turning CREDITS_ENABLED or ENRICHMENT_ENABLED off, check that open reservations is 0. The hourly sweep closes any that are left within an hour, but checking first avoids surprises.
Recent Stripe events
| Received | Event | Result | Attempts | Organization |
|---|
Active scripts
| Lead | Phone | Organization | Campaign gate | Status | Attempts | Uploaded |
|---|