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Not every prospect becomes a client — and tracking outcomes helps you understand where your process works well and where prospects disengage.
A deal is "won" when the policy is issued and in force.
Open the deal detail page.
Click "Mark as Won" in the header (or drag the card to the Won column if you've enabled it).
Confirm the won date (defaults to today).
Optionally, add a note about what moved the prospect across the line.
Click "Confirm."
Won deals are removed from the active board and recorded in your pipeline analytics. If the client already has a Policy Stack account, link the deal to their account at this step.
Open the deal detail page.
Click "Mark as Lost."
Select a loss reason from the dropdown (see reasons below).
Optionally, add a note with more detail.
Click "Confirm."
Lost deals are removed from the active board but remain in your pipeline history and analytics.
| Reason | Use When |
|---|---|
| No longer interested | Prospect disengaged or stopped responding |
| Chose another advisor | Prospect went with a different advisor |
| Chose a different product | Prospect selected a different financial product |
| Not a fit | Prospect's situation wasn't a fit for whole life banking |
| Timing | Prospect interested but not ready — may return later |
| Other | Anything not covered above |
Be honest with loss reasons — the data feeds your pipeline metrics, and accurate loss reasons help you identify patterns over time (e.g., if "Timing" is consistently your top loss reason, that suggests a follow-up sequence for paused prospects could recover future conversions).
If a lost prospect re-engages, you can reopen their deal:
The deal's history (including the loss record) is preserved.
Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.
Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.
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