My Business Tracking

My Business Tracking helps Modern Woodmen financial representatives set, track, and hit their business goals — daily.

Log your daily activity in seconds: calls, appointments, applications written, and the metrics that matter to your practice. Your organization's admin chooses which fields you track, so you only see what's relevant.

• Daily activity tracking with weekly prefill
• Personal dashboard showing progress against your monthly and annual goals
• Goal calculator to work backward from your income target to daily activity
• Team leaderboard to see how you stack up

My Business Tracking is for financial representatives whose organization has an active account. An access code from your team admin is required to sign in.