Agent Portal
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Total Annual Premium
Lifetime annual premium written across every policy on your account.
WTD AP
This week
MTD AP
This month
YTD AP
Year to date
Active Deals
In pipeline
Lifetime Deals
All policies submitted
Performance
Annual premium · this month
MTD AP
Placement Rate
Issued ÷ submitted
Avg AP / Deal
Across all submissions
Income Tracker · This Month
Track spend vs return →
Activity
Recent deals
| Client | Carrier | AP | Submitted | Status |
|---|---|---|---|---|
Production Goals
Targets in progress
Distribution
Deals by status
Pipeline
Prospects by stage