Advanced commission
DAILY PRODUCTION
Dashboard
TODAY
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-
days left in 2026
Deferred commission
$0
Remaining 25% across active policiesAdvanced paid
$0
75% advance on paid policiesAdvanced outstanding
$0
Nothing pendingRenewal pipeline
$0
Total projected over all renewal yearsAP & commission pace
Issue dates are set automatically when policies are added · America/Chicago · week starts Sunday
YOUR PRODUCTION-
Active policies only. Chargebacks excluded.
Production & commissions by company
Active production and first-year commissions grouped by carrier
Monthly cumulative renewals
Each active policy's annual renewal commission is divided evenly across 12 months, then accumulated month by month.
View monthly renewal by policy
Recent policies
Newest business and payment status
Product mix
Expected first-year commission
Business control
Know the next check, pace, pipeline, persistency, leads, and alerts in one place.
Friday pay preview
$0
Net after lead deductionGross advance
$0
75% advanced commissionDeferred
$0
Remaining 25%Pace to goal
-
Set a goal to track pacePersistency
-
Paid and active policies keptLead balance
$0
Old American deductionPolicy pipeline
Submitted through paid, lapsed, chargeback, or not issued
Lead activity
Given, contacted, worked, and left
Policy ledger
0 policies
Weekly Check
Each check covers policy draft dates from Thursday through Wednesday and pays the Friday after the Wednesday cutoff · America/Chicago
THIS WEEK'S CHECK-
Active policies only. Chargebacks excluded.
BY COMPANY THIS WEEK
75% advance per company
POLICIES ON THIS WEEK'S CHECK
Each policy's 75% advance
Pay periods
Annualized premium calculator
Convert a payment amount and frequency to annualized premium
Annualized premium: $0.00
Birth year age calculator
Enter the four-digit year the person was born
Age reached this calendar year: -
This shows the age the person turns during the current calendar year. Exact current age requires the full birthdate.
Quick links
0 links saved
All annualized premium
$0
Active policies combinedActive policies
0
Excludes chargebacksBy company
Annualized premium across each carrier
By product
Annualized premium by product
Lead spend
$0
Your lead purchasesLeads purchased
0
All logged purchasesCost per lead
$0
Spend divided by leadsApplied from commissions
$0
Company percentages appliedRemaining balance
$0
Lead spend minus appliedLead purchases
0 purchases logged
AP Goal
No goal set
AP goal
$0
Annualized premium targetAP written
$0
In goal periodAP still needed
$0
To reach the AP goalAP needed per day
$0
-AP progressSet an AP target to track daily pace
Advanced Commission Goal
75% advanced commission from active policies in the same goal period
Advance goal
$0
Advanced commission targetAdvance earned
$0
In goal periodAdvance still needed
$0
To reach the advance goalAdvance needed per day
$0
-Advanced commission progressSet an advance target to track daily pace
Results history
Pick a week or month to review
Period target
$0
Prorated from the goalWritten
$0
Annualized premiumAchieved
-
Of period targetResult
-
-Month
Tap a day to log activity or add a note. Days with notes are marked.
Today
Your activity
Lead performance
Updates automatically when a lead is marked dialed, contacted, presented, sold, or exhausted.
Conversion funnel
Dials through sales
What the numbers say
Rates point to where coaching helps most
FOLLOW-UP MANAGER
Who to contact next
People stay in date order. The next person to call is always first.
Next in line
None
Add a person to follow up withOpen follow-ups
0
Your follow-upsNeeds attention
0
Due now or overduePeople to follow up with
Next contact first. Tap Call to reach them, Done when finished, or Edit to update the history.
Other appointments
Scheduled meetings, calls, presentations, and reviews
Client call file
Fill this in while you talk. Saving adds it to your client list.
Saved clients
Your saved call files
Medication finder
Type a medication the client mentions - see what it commonly treats
Search a medication to see what it treats.
Built-in list covers the common prescriptions for this age group; anything else checks the FDA label database live. Educational reference only - not medical advice.
Exact age calculator
Enter the full date of birth for an exact quoting age
Exact age today: -
Next birthday: -
Exact age as of today. Carriers differ - some quote age at last birthday, some nearest birthday. Check the carrier app before quoting.
Your account
Secure sign-in, works from any device
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Agent
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CARRIER REFERENCE
Comp schedule library
Save carrier compensation schedules, guides, and related documents. Open any item full-size when you need it.
Photos and PDFs up to 25 MB. Stored privately for signed-in users.
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