Big Pace Ledger

Appointment and sales-pace tracking for our insurance advisory team.

Big Pace Ledger (PaceLedger) is an internal tool used by advisors, managers, and administrators to log client and recruiting appointments, track weekly pace against team standards, manage follow-ups and policy requirements, and coordinate prospecting activity — all in one place.

What it does

• Logs appointments with automatic Zoom meeting creation, optional Google Calendar sync, and meeting invitations to the client
• Tracks weekly appointment-setting pace against team targets
• Manages follow-ups, policy requirements, and prospecting pipelines
• Gives managers and administrators oversight of their team's activity and progress toward promotion milestones

Google Calendar (optional)

Advisors can connect their Google Calendar so their Google events show up next to their PaceLedger appointments, and so each appointment they log is added to their Google Calendar — with a calendar invitation sent to the client or co-presenter emails they choose. Managers who set presenting hours can also choose to have times they're busy on Google Calendar left out of the open times their team sees (only busy or free is used, never event details). Big Pace Ledger asks only for permission to view and edit calendar events — never for email, contacts or files — and it can be disconnected at any time. Read exactly how this data is used in our Privacy Policy.

Big Pace Ledger is built for internal use by our own organization — accounts are created by and for members of our team, not the general public.