Welcome back
Here's how your book of business is tracking.
MTD AP
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Annualized premium this month
YTD AP
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Year-to-date annual premium
Lifetime AP
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All time, all statuses
Pending Commission
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Awaiting issue & payout
Paid Commission
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Already paid out to you
Active Deals
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Currently in pipeline
Placement Rate
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Issued ÷ submitted
Your Commission Rate
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Of AP earned per deal
Lead ROI · This Month
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Spend vs commissions earned →
Performance
Annual Premium · last 12 months
Deals by status
Pipeline by stage
Production Goals
Commission Forecast
Next 30 Days
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Pending + approved
Next 60 Days
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Projected payouts
Next 90 Days
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Rolling 3-month window
Total Pending
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All in-pipeline commissions
Recent Deals
View all →| Client | Carrier | AP | Submitted | Status |
|---|---|---|---|---|