Entering your workspace
Monthly pace
Current production against your goal
Production at a glance
Commission, policy, and advance totals
Recent active policies
Latest business currently on the books
Submit Deal
Log policies and track commissions to the cent
Add New Policy
Auto-pulls from contract. Only enter a % to force a different rate.
Payout Preview
Select carrier, product & premium
Total Commission
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Advance (75%)
-
Back-End (25%)
-
Chargeback / Needs Attention
Monitor policies requiring follow-up
Policies Needing Attention
Pay Calendar
Your personal payouts
Advance
Back-End
Birthday
Chargeback
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Yearly Profitability
Your personal monthly breakdown
Birthday CRM
Client & beneficiary birthdays
Add Client
Clients
SMS Alerts
Powered by Twilio
Not connected
🎂 Birthday Message
⚠️ Chargeback Alert
Send Today's Birthday SMS
Manage Agents
Add and manage your team
Add New Agent
New agents start at 85 FFL contract by default. You can change their level anytime.
All Agents
Monthly pace
Current production against your goal
Production at a glance
Your current policies, commissions, and payouts
My policies
Your current business on the books
Submit a Deal
Enter your policy details below
New Policy
Your Payout
Enter carrier, product & premium
Rate is automatically calculated from the FFL pay scale based on your contract level.
My Submitted Deals
My Pay Calendar
Your advance & back-end payment dates
Sun
Mon
Tue
Wed
Thu
Fri
Sat
My Yearly View
Monthly profitability breakdown
Book of Business
Your personal policies
Edit Policy
Total Comm.
—
Advance (75%)
—
Back-End (25%)
—
Monthly pace
Current production against your goal
Production at a glance
Your personal commissions, payouts, and team size
My policies
Your current business on the books
Submit a Deal
Enter your policy details
New Policy
Your Payout
Enter carrier, product & premium
My Submitted Deals
Pay Calendar
Your personal payouts
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Yearly View
Your personal monthly breakdown
My Agents
Agents you have onboarded
Add New Agent
New agents start at 85. Agent sets their own PIN on first login.
My Team
Book of Business
Your submitted policies — edit, delete, or update the disposition
Edit My Policy
Total Comm.
-
Advance
-
Back-End
-
Chargeback / Needs Attention
Policies you have marked for follow-up
My Policies Needing Attention
Book of Business
Your submitted policies
Chargeback / Needs Attention
Policies requiring follow-up
Policies Needing Attention
Agent Performance
Gross and net profit by agent
Agent Breakdown
Team Performance
Your team gross and net profit
Agent Breakdown
License Manager
View and manage agent state licenses
My Licenses
Your state licenses and renewal tracker
My Licenses
Your state licenses and renewal tracker
Carrier Hub
Portals, e-apps, and e-signature guides — one click each
Carrier Hub
Portals, e-apps, and e-signature guides — one click each
Carrier Hub
Portals, e-apps, and e-signature guides — one click each
Time Zones
Live clock for every US time zone
Time Zones
Live clock for every US time zone
Time Zones
Live clock for every US time zone
Quoter
Whole life, IUL, and term life quotes without client contact details
Quoter
Whole life, IUL, and term life quotes without client contact details
Quoter
Whole life, IUL, and term life quotes without client contact details
Dialer
One call at a time. Move automatically through your queue after no answer.
Dialer
One call at a time. Move automatically through your queue after no answer.
Dialer
One call at a time. Move automatically through your queue after no answer.
New Agent Tools
Simple tools to help you get started
New Agent Tools
Simple tools to help you get started
New Agent Tools
Simple tools to help you get started
Rate Audit
Policies where the saved comp rate doesn't match the contract table
Data Backup
Download snapshots of your data anytime. Grab one before bulk fixes or deletes — changes in this dashboard are permanent.
Underwriting Cheat Sheet
Type a condition to see every carrier's rating instantly
Underwriting Cheat Sheet
Type a condition to see every carrier's rating instantly
Underwriting Cheat Sheet
Type a condition to see every carrier's rating instantly
Daily Feed
Live deal drops — today
Daily Feed
Live deal drops — today
Daily Feed
Live deal drops — today