Command Center
Pinnacle Operations Overview — Friday, April 17, 2026
$5.38M
+9.4% vs last quarter
1,745
+11.2% growth
129
Needs attention
4
3 active today
Division Status
Pinnacle Capital Group
Annuities & Advanced Markets
Active Policies
342
Pending Apps
28
Q1 Revenue
$2.84M
Avg Policy Size
$428K
Pinnacle Wellness
Health Insurance & Group Health
Active Policies
1,247
Pending Apps
89
Q1 Revenue
$1.56M
Retention Rate
94.2%
SIMRP & Defined Benefits
Specialized Retirement Products
Active Plans
156
Pending Apps
12
Q1 Revenue
$980K
Avg Plan Value
$1.2M
Revenue by Division
Last 6 months (in thousands)
Sales Pipeline
Active opportunities by stage
Priority Tasks
4 high priorityReview Q1 annuity performance report
Process new agent contracts
Schedule carrier review meetings
Update SIMRP product sheets
Onboard new wellness recruits
Upcoming Meetings
Weekly Division Sync
Review all division KPIs and priorities for the week
Iron Health Q2 Planning
Discuss Q2 volume targets and product updates with Iron Health
New Recruit Interview - Capital
Second interview for senior advisor candidate