The Gerald Genta Unit is a 7-advisor Sun Life financial advisory unit in the Philippines. AdvisorDeck started as the answer to a simple operational problem: prospecting, servicing, campaigns, calendars, and production lived in too many files. The updated version turns that into a full advisor operating system.
The manager now sees the unit as a live control room: production, campaign KPIs, lives, advisor drilldowns, AHO uploads, and print-ready reports. Advisors get their own workspace: calendar, clients, prospecting, calculators, production, campaign goals, streaks, badges, and leaderboards. Screenshots use mock demo data; the real book stays private.
What the workspace now automates
The product no longer just stores data. It tells the team what needs to happen next. Client birthdays, annual reviews, 90-day check-ins, policy follow-ups, campaign deadlines, and advisor meetings are generated from the book of business and surfaced inside the dashboard.
Advisor schedules connect to Google Calendar so follow-ups, reviews, meetings, and service tasks are visible where the advisor already plans the week.
Each client can trigger automated milestones: birthday greetings, annual reviews, renewal windows, and 90-day check-ins after onboarding.
Streaks, badges, campaign goals, and leaderboards give advisors a daily reason to keep records updated instead of waiting for a manual chase.
AHO uploads and print builders turn official production files into extracts, checklists, selected sections, and dated reports for the unit manager.
One login, two very different rooms
The product is still one app with two scopes. The manager gets the unit-wide command center; advisors get a private workbook. Postgres row-level security keeps each advisor's book scoped to them while the manager can review the full unit.
Each login sees exactly its rectangle.
The advisor's book sits inside the manager's unit view, which sits inside the database. The boxes are enforced by the database itself, so every query is filtered by role before a row leaves Postgres.
everything the unit tracks — prospects, policies, requests, goals
the whole unit — KPIs, leaderboards, every book
their own book, nothing else
Every row lives once, in Postgres
Unit-wide reads, import and report rights
Row-level security filters every query
RLS policies run on every table, not just in the interface.
Seven advisors and one manager share the app without sharing rows they should not see.
The manager's control room
The manager dashboard turns the unit into a single readable picture: production, lives, campaign progress, advisor ranking, quick insights, and printable extracts. Instead of opening a spreadsheet and asking what changed, the manager can open the dashboard and decide who needs coaching, what should be printed, and which AHO file should drive the numbers.
A full-fledged advisor calendar
The calendar became a first-class feature. Advisors can see meetings, servicing work, client birthdays, annual reviews, campaign tasks, and 90-day check-ins together, with Google Calendar integration keeping the system connected to their real schedule.
Every advisor gets a smarter workbook
The advisor side is built for daily use: a dashboard for the week, clients and prospects, production, campaign goals, quick insights, and calculators. The app carries the checklist work too, so client servicing is not dependent on memory or chat threads.
Streaks, badges, and leaderboards
The updated AdvisorDeck adds a game layer around the habits the unit already wants: logging prospects, servicing clients, chasing campaign goals, and keeping production current. Streaks reward consistency, badges recognize milestones, and leaderboards make progress visible without another contest spreadsheet.
Badges
Leaderboard
Campaign goals
Quick insights
Manager awards
Manager insightCalculators that feed the book
Needs Analysis and AC Calculator screens stay close to the advisor workflow. They support client conversations, estimate coverage and AC, and keep the result attached to the working record instead of becoming another side note.
AHO upload becomes an extraction workflow
The AHO workflow now helps the unit manager decide what to extract from the official file. Uploads carry the specified date, the relevant checklist, and the production context needed by the dashboards and reports. The goal is not just importing a file; it is removing the handoff where numbers used to get retyped, renamed, or missed.
Print exactly what the manager needs
The print function grew from a one-click PDF into a report builder. The manager can select the report scope, advisor, awards and goals, AHO-backed figures, checklists, and date ranges, then produce a cleaner document for coaching, review, or leadership reporting.
Unit master report
Advisor report
Awards & goalsThe operating rhythm
The loop is now automated: upload AHO, update production, schedule the next client action, sync calendar tasks, keep advisor habits visible, and print what the manager needs. The unit does not have to rebuild the same picture every week.
Upload once, schedule automatically, report with selected proof.
AdvisorDeck connects official production, advisor activity, client lifecycle dates, gamified progress, and manager reporting into one weekly operating loop.
prospects, servicing requests, goal progress
unit KPIs, leaderboards, who needs coaching
one click, every figure referenced
What comes next
Nothing in the schema needs to belong only to Gerald Genta. The same roles, reminders, calendars, AHO imports, contests, and print workflows can become a template for another agency unit still running on spreadsheets.