Business System Progressions

Starts with a Recruit Lead
These are potential teammates added to your system.

Becomes a Team Member
Once a recruit registers with a Distributor (IMO, MGA, etc.), they can now be added as a Team Member. From here, they move through stages like licensing, onboarding, and leadership development.

Stage-based Dashboards & Content
WealthSmyth automatically aligns training, tasks, and dashboards to each Team Member’s current stage, removing guesswork and helping trainers lead at scale.

Starts with a Client Lead
These can come from marketing, referrals, or warm market outreach.

Becomes a Deal
Once an appointment is held and the client agrees to review a policy illustration, the opportunity becomes a Deal.

Pipeline Metrics
Progress is tracked through key conversion points: appointments booked, illustrations sent, applications submitted, and policies in force. These metrics help you spot bottlenecks, forecast production, and coach for results.

Becomes a Client
When the application is submitted and the policy is placed, the Deal becomes a Client—triggering a new stage of engagement and retention.

Expands Over Time
Client relationships evolve. WealthSmyth helps you grow these into multi-policy households and proactively respond to life events like marriage, children, and retirement transitions.