Welcome back
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Protection Lead Tracker
Michael Usher Mortgage Services
Welcome back
Here's what's happening across the workflow.
My Day
New Cases
Appointments / Research
Submitted / In Underwriting
Terms Issued
On Risk
Declined · email pending
Insights
Management oversight — respects the advisor and date range filters above.
This week
Conversion funnel
Commission
Underwriting
Underwriting by advisor
By advisor
By client source
Decline reasons
Advisor workload — open cases
Speed & compliance
Stale cases — no activity in 5+ days
| Client | Advisor | Pot | Last activity |
|---|
Calendar
Booked follow-up calls. Add any call to your own calendar in one click.
Month
Overdue
Today
Upcoming
MonTueWedThuFriSatSun
Useful Info
Quick reference tools for the team.
NON Medical ASA Limits
Highest cover each insurer accepts with no automatic medical evidence.
Guidance only: always confirm with the insurer before advising. Existing cover with the same insurer usually counts towards the limit.
Critical Illness Comparison
Conditions covered, partial payments and children's cover by insurer.
Medical Conditions Guide
How common conditions are usually treated for Life, CI and IP, and what to ask the client.
Key:Usually standardDepends on severityExclusion likelyOften loaded or declined
Send in Blue
Mortgage retentions. Each month is when the client's fixed rate ends.
Send in Blue Insights
How the retention book is performing: outcomes, follow-up, advisers and team activity.
Log in Data
When each MAPA and Admin last signed in, last used the tracker, and last worked on a lead.
Sign-ins are recorded from the day this page was added, so anyone who hasn't signed in since shows "Not recorded yet". Lead activity comes from each lead's history, so it doesn't include leads that have been deleted.
Themes
Pick a colour theme — this is saved to this device only, so different colleagues can each have their own.
Settings
Choose what you'd like to manage.
My account
Change the name colleagues see and the PIN you sign in with.
Your name
Change PIN
App, alerts & call reminders
Settings for this computer or phone only.
Desktop app
Call reminders
New lead alerts
Colleagues
Manage colleague access — name, user level and PIN.
| Name | User level | PIN |
|---|
Client Sources
Manage the source options offered on New Task and when editing a lead.
Send in Blue spreadsheet
Upload the Send in Blue Excel file to add cases. Every month tab is read. Uploading again adds new cases and only fills in empty fields on existing ones, so work done in the dashboard is never overwritten. The one exception: if the 6, 3 or 0 month email dates differ from the dashboard, you're asked whether to use the spreadsheet's dates.
months before the product ends
Bulk delete Send in Blue cases
Delete cases by the month their product ends. They go to the Send in Blue Recycle Bin below for 30 days, so they can be restored.
0
Cases match
Preview (first 8)
Send in Blue Recycle Bin
Deleted Send in Blue cases are kept here for 30 days before being purged for good.
| Client | Product ends | Deleted by | Deleted | Purges in |
|---|
Email templates & reference data
Update what colleagues see without a code change. Changes apply to everyone straight away.
Email templates
Send in Blue protection prompts
Send in Blue outcome reasons
The reasons offered in a Send in Blue case's Outcome box, separately for each outcome. One reason per line.
Reference data (Useful Info)
To update a table: Download it, edit the file (or ask Claude to), then Upload it. The tracker checks the file before using it.
Bulk delete protection leads
Delete multiple protection leads at once by their Task Created date range. They go to the Recycle Bin below for 30 days, so they can be restored.
0
Cases match this range
Preview (first 8)
Upload protection leads
Add protection leads in bulk from a spreadsheet, or restore a protection backup.
Save the spreadsheet as a CSV file (in Excel: File, Save As, CSV) with these column headings:
- Date created: when the lead came in, e.g. 28/09/2026
- Advisor: matched to a colleague by name; anyone not found comes in as Unassigned
- Client: joint clients in one cell, separated by commas
- Phone and Email (optional): any column with those headings is picked up too
You'll see a preview before anything is saved. To restore from a backup, choose a protection-lead-tracker-backup file instead; it's recognised automatically.
Daily backup
A full copy of every case, including audit trails, statuses and the Recycle Bin, saved as a CSV file that opens in Excel.
The first time you sign in each day, a backup file downloads automatically to this computer's Downloads folder. To restore, use Settings → Upload leads and choose a backup file. Cases are put back with their advisor, status and audit trail exactly as they were. Don't edit and re-save the file in Excel, as that can damage the backup column.
Send in Blue is backed up too: Management also get a send-in-blue-backup file each day (every case, its history and the Send in Blue Recycle Bin). If your browser asks whether this site can download multiple files, choose Allow. To restore it, use Restore from backup in the Send in Blue section of Settings.
Protection Recycle Bin
Deleted protection leads are kept here for 30 days before being purged for good.
| Client | Advisor | Deleted by | Deleted | Purges in |
|---|