Hub Guide

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Master Your Business & duplicate faster

Your guide to using the ElevatePlus Agent Hub to automate, track, duplicate and grow your financial career.

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Accountability Tracker

Success in the financial industry isn't magic; it's math. The Activity Tracker allows you to input your daily metrics: Dials, Appointments, and Recruits. This tool allows fast duplication.

Why use this daily?

  • Accountability: Seeing your numbers in black and white eliminates guesswork. If you aren't hitting your goals, the tracker shows you exactly where the gap is.
  • Consistency: Logging activity daily builds the "muscle" of discipline required to succeed.
  • Trend Analysis: Over time, you will learn your own ratios (e.g., "It takes me 10 dials to get 1 appointment").
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AI Activity & Prospecting Gen

Writer's block is the enemy of activity. When you don't know what to say to a prospect, or how to handle an objection, this tool is your instant coach.

How it helps you:

  • Instant Scripts: Ask the AI for "A text message to send to a former co-worker about life insurance."
  • Objection Handling: Type in an objection like "I have no money" and get professional responses instantly.
  • Confidence: Never hesitate to make a call again. You always have the right words at your fingertips.
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SMD Run Tracker (90 Days)

The journey to Senior Marketing Director (SMD) is a 90-day sprint. This dedicated hub tracks the specific requirements needed for promotion: Points, Recruits, and Cashflow.

Key Features:

  • Visual Progress: Watch your progress bars fill up as you add recruits and points. It gamifies your promotion.
  • One-Click Reporting: The most powerful feature is the "Send to SMD" button. With one click, it formats your entire run status and emails it directly to leadership. This keeps your mentor updated without you needing to write long emails.
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Flyer Generator

Marketing creates exposure, and exposure creates business. You don't need to be a graphic designer to look professional.

Create these in seconds:

  • New Agent: Welcome new team members immediately with a branded photo flyer.
  • Licenses: Celebrate the new licensed agents in your team;
  • Milestones: Celebrate first checks, cashflow targets, net licensed, rings, junior broker...
  • Promotions: Announce level advancements to build social proof on Instagram, LinkedIn, and Facebook.

Other Essential Tools

🚀 New Agent Launchpad

The step-by-step checklist. Getting licensed, setting up direct deposit, E&O, getting carrier appointments...

📅 Team Calendar

Sync with the team. Use this to book strategy sessions with your SMD via Zoom instantly.

📜 Business System

The "Golden Goose." This contains the manual and scripts for running the system to $1,000,000 cashflow.

🎓 Training Academy

Missed a call? Access the library of recorded masterclasses and product trainings here.