Advisor Hub CRM
Built by Advisors, for Advisors.
Built by Advisors, for Advisors.
Welcome back, Anthony. Here’s what’s happening with your business.
| Month | Client | Phone | Product | Premium | Status | Carrier | Policy # | Commission | Follow-Up | Actions |
|---|
Upload a CSV, XLS, or XLSX file. Each import is saved as its own batch so you can view, filter, or delete that specific imported file later.
All contacts in the current lead view. Use the search, status, and imported-file filters above to narrow this summary.
Each new CSV / Excel upload is kept as a separate import. Delete Import removes the leads from that import only; any client records already created from converted leads remain in Clients.
Bring your own leads from any source. Import CSV or Excel files, organize follow-ups, and manage your lead pipeline inside Advisor Hub CRM.
Advisor Hub CRM does not require a specific lead vendor. Import leads from your own vendors, campaigns, referrals, spreadsheets, or other sources.
Client files are stored privately and linked to the signed-in agent’s client records. Other agents cannot browse or open another agent’s documents.
Client documents stay linked to the selected client. General documents remain in the main Documents tab only.
Communications not yet attached to a client appear here. Email is confirmed after the email service accepts it; text and native PDF sharing are recorded as initiated because the browser cannot confirm the final Send action in another app.
Illustrative estimate only. Actual guaranteed income depends on carrier, product, rider, age, deferral period, benefit base and contract terms.
Illustrative calculator only. Confirm product-specific bonus vesting, surrender charges, tax consequences and suitability separately.
Daily activity Monday–Sunday with automatic weekly, monthly, and yearly totals and conversion rates.
| Day | Date | Calls Made | Pick Ups | Conversations | Presentations | Appointments | Closed | Pick-Up Rate | Conversation Rate | Closed Ratio |
|---|
Shows appointments booked in Advisor Hub. Appointment-only records do not count as production.
Completed appointment times stay in your calendar history unless you manually delete the appointment.
Connect Google Calendar once to this CRM account. Advisor Hub can securely refresh the connection and use it on your other signed-in devices. For Virtual appointments, it can create the Google Calendar event and unique Google Meet link automatically.
Use generative AI with the CRM data available to your signed-in account.
AI responses are planning and workflow assistance—not carrier underwriting decisions, legal advice, tax advice, or guaranteed product outcomes. Verify client-facing recommendations before use.
Your account is private to your Advisor Hub CRM workspace.
Your Advisor Hub CRM subscription status and account type.
Owner/admin view across Advisor Hub agent accounts.
| Date | Type / Label | Amount | Status | Actions |
|---|
| Client | Product | Status | Premium | Commission | Paid? | Actions |
|---|
Track expenses and receipts by month and year. The current year is selected automatically each January while prior years remain saved.
Filter any saved year or month. Prior years are never removed when the calendar rolls to a new year.
| Month | Total Expenses | Transactions | Receipts | Details |
|---|
| Date | Vendor | Category | Description | Business Purpose | Amount | Payment | Receipt | Actions |
|---|
Track business miles separately from dollar expenses and review total mileage by month.
| Month | Miles | Trips | Details |
|---|
Review monthly and annual business expenses without affecting your sales reports. Every prior year remains available.
| Month | Total Expenses | Transactions | Receipts | Top Category |
|---|
| Year | Total | Transactions | Change |
|---|
Store important business account details, contract numbers, licenses, user IDs and encrypted passwords. Your Vault PIN is required to reveal saved passwords.
Important: encrypted passwords cannot be recovered if the Vault PIN is forgotten.
Pin important accounts to the top. Preset categories are included, and you can create your own custom category.
Save the websites you use most and open them directly from Advisor Hub. Pin favorites to keep them at the top.
| Month | Life Submitted | Life Placed | LTD Submitted | LTD Placed | Annuity Submitted | Annuity Placed | Cases |
|---|
Your saved contact information is used by Advisor Hub merge fields in Quick Text and Quick Email. Editing this profile does not change your login or connected sending account.
All changes are stored securely in Supabase and synchronize across signed-in devices.
Built by Advisors, for Advisors.