Dashboard
Your book of business at a glance.
Commission breakdown by plan type
Recent submissions
Submit Closed Business
Fill in the client and policy details — commission and MRR auto-calculate (you can override anything).
Book of Business
Every policy you've submitted. Click a row's buttons to edit or remove.
| Date | Client | Plan | Carrier | Premium | FY Comm | MRR | Status | Standing |
|---|
Daily KPIs
The activity that produces the book. Log it once a day — green means you hit your goal.
Log today —
Last 30 days
Cross-Sell
Every client in your book, and what they're still missing. Each gap is a conversation you haven't had yet.
✅ = has it · ✕ = gap worth a call. Clients are matched by name — if the same person is entered two different ways they'll show as two rows.
Leads
Your pipeline before it becomes business. Move a lead down the stages, then convert the winners into a policy.
| Lead | Contact | Interest | Stage | Est. Value | Follow-up |
|---|
Renewals
Every policy by its next renewal anniversary. Medicare plans (MA/PDP) flag the AEP window — Oct 15 to Dec 7.
| Client | Plan | Carrier | Effective | Renews | Days | Status |
|---|
Training
Your onboarding and ongoing learning. Mark items complete as you finish them.
Compliance
Standards, and your license, certification and E&O documents with expiration reminders.
Professional standards
My documents & certifications
People & Org
Your org chart and roster. Set each person's role, title, department, and who they report to.
Org chart
Roster changes save instantly
| Name | Role | Title | Department | Reports to | Status |
|---|
To add a new person, invite their email in Supabase → Authentication → Users (or ask me to add them). Once they sign in they'll appear here and you can set their role and manager.
Business Health
Every policy across the agency by standing — what's clean, what's stuck, and what's at risk of a chargeback.
Standing by agent clean vs. at-risk annual premium
Needs attention — policies not in good standing
| Agent | Client | Plan | Carrier | Premium | Standing | Note |
|---|
Team
Who's producing, who's quiet, and who needs a call this week. Based on the last 30 days of activity and standing.
Needs help flagged for low activity, stalled production, or at-risk business
Every producer — last 30 days
| Agent | Role | Dials | Contacts | Apps | Policies | FY Comm | At-risk | Flag |
|---|
Agency — All Agents
Every policy across every agent, pooled together. Admin view.
Production by agent
| Agent | Date | Client | Plan | Carrier | Premium | FY Comm | MRR | Status |
|---|
Commission Defaults
These power the auto-calculation. They're estimates — set them to match your real contracts. You can always override per policy. Saved to your account.
Your data is stored securely in the cloud and synced to your account — reachable from any device you sign into. Each agent sees only their own book; the agency admin sees everyone's.