Agency Dashboard
Today Revenue
$0
This Week Revenue
$0
This Month Revenue
$0
Agent Analytics
Enrollments over time0
Contacts by Status
Total Contacts
0
Sold
0
Lost
0
Call Back
0
Other
0
Total Annual Premium
$0
Agency Profit (40%)
$0
MA Enrollments
0
Life Enrollments
0
ACA Enrollments
0
Per Agent Breakdown
| Agent | MA | Life | ACA | Total | Conversion | AP Written | Today 40% | Week 40% | Month 40% | Status |
|---|---|---|---|---|---|---|---|---|---|---|
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🏆 Sales LeaderboardMonday — Sunday • Resets every Monday
Agent license and AHIP status
| Agent | State | License exp. | AHIP | MA | Life | Conversion | Status |
|---|
| Agent | NPN | License exp. | AHIP | Status | Actions | |
|---|---|---|---|---|---|---|
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Upload & Assign Leads
CSV columns: First Name, Last Name, Phone, Phone 2, Email, Address, City, State, Zip, County, DOB, Age, Gender, Notes. First row should be headers.
All Leads
| Name | Phone | State | Assigned To | Status | Date | ||
|---|---|---|---|---|---|---|---|
| No leads uploaded yet. | |||||||
| Client | Product | Carrier | Agent | Eff. date | Premium | Commission | Status | |
|---|---|---|---|---|---|---|---|---|
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MA commissions
-
Life commissions
-
Total paid
-
Total pending
-
| Agent | Client | Product | Carrier | Amount | Status | Date |
|---|---|---|---|---|---|---|
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Open chargebacks
-
Total exposure
-
Resolved YTD
-
Avg days open
-
At-Risk Policies
-
Active IUL under 24mo
⚠ Chargeback Risk MonitorActive IUL policies within 24-month chargeback window
| Client | Agent | Carrier | Policy Start | Months Active | Annual Premium | Risk Window Ends | Status |
|---|---|---|---|---|---|---|---|
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📄 Carrier Statement ReconciliationUpload a carrier CSV to auto-detect chargebacks
How it works: Download your monthly commission statement from the carrier portal as CSV. Upload it here and the CRM will compare each policy against your active enrollments and flag any missing or reduced payments as potential chargebacks.
CSV must include columns: Client Name, Policy Number, Amount, Status.
Download sample template
Reconciliation History
| Date Run | Carrier | Statement Month | Policies Checked | Discrepancies Found | Chargebacks Created | ||||
|---|---|---|---|---|---|---|---|---|---|
| No reconciliations run yet. | |||||||||
| Agent | Client | Product | Carrier | Amount | Reason | Date | Status | Source | |
|---|---|---|---|---|---|---|---|---|---|
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Total vendors
0
Leads this month
0
Total spent
$0
Cost per lead
$0
Deals closed
0
Close rate
0%
| Vendor | Type | Contact | Cost/lead | Leads | Closed | Rate | Spent | Status | |
|---|---|---|---|---|---|---|---|---|---|
| No vendors yet. | |||||||||
Welcome back
Use the tabs below to log your client activity.
New Contact
Medical Information
Add dependent
Payment Information Stored securely
Disposition
No status set
Active LeadsClick a name to load into contact form
| Name | Phone | State | Age | Assigned | ||
|---|---|---|---|---|---|---|
| Loading active leads... | ||||||
My Enrollments
| ID | Client | Product | Carrier | Plan | Eff. date | Premium | Commission | Status |
|---|---|---|---|---|---|---|---|---|
| Loading... | ||||||||
Call History
| ID | Name | Phone | Disposition | Date | ||
|---|---|---|---|---|---|---|
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Schedule callback
Upcoming callbacks
| Client | Phone | Date and Time | Type | Notes | |
|---|---|---|---|---|---|
| No callbacks scheduled yet. | |||||
Lapsed and cancelled clients
| Client | Product | Carrier | Plan | Status | Date | |
|---|---|---|---|---|---|---|
| Loading... | ||||||
🏆 Sales Leaderboard — This Week
My IUL Annual Premium
$0
This week
My MA Enrollments
0
This week
My ACA Enrollments
0
This week
Team Rankings