Your business at a glance
Every number below updates the moment you log a sale or a day of activity.
This month's goals
Recent sales
Upcoming paychecks
Carriers you've written
Business health
Log a sale
Pick the carrier, then the product type, then the product. Your commission shows up on the right as you go.
My book
Every policy you've written. Tap one to update its status or add the policy number.
- Open your Sales Tracker in Google Sheets.
- Click File → Download → Microsoft Excel (.xlsx).
- Choose that file here. Your Sales Log, Daily Tracker and My Comp Level come over in one go. Nothing changes in your Google Sheet.
Or paste Sales Log rows instead
In your Google Sheet, open the Sales Log, select your rows from column A (Date) across to column W (Policy #), copy, and paste below. Commission is recalculated here from the comp grid and your comp level history.
Daily activity
Tap the counter as you work, then hit Submit. Or type a whole day into the form below. Saving the same date again updates it.
Your days
My comp
When your comp goes up, add one row with the date it took effect. Deals you already logged keep the level they were sold at.
This is for your own tracking and estimates. It doesn't change what a carrier actually pays you.
Level history
Sign-in password
Set a password so you can sign in with your email and password, without waiting for an email link. Google sign-in keeps working too.
Your photo
Your agency uses this headshot on shout-out cards (Big Sale, Top Producer and so on). A clear, front-facing photo works best. Your agency owner decides whether your name and photo show on cards.
Look up a rate
Your level is highlighted. A dash means the carrier hasn't published that level for this product yet, so the next level down is used.
Goal planner
Set your monthly goals, then pick a bigger premium goal and see what it takes to hit it. Every slider starts at your real numbers. Drag one to plan with your own number, or tap "Use mine" to go back.
Monthly goals
These fill the goal bars on your Home tab each month.
Plan it out
What if your leads perform better or worse?
Team
Only admins see this tab. Each producer sees just their own numbers.
AP counts every app written, including ones still in underwriting. Declined, missed payment and chargebacks are left out. Week runs Sunday–Saturday.
Tap a producer's name to open their numbers.
Activity scorecard
Pending business
Lead vendors
Share reports
Customize this card
Leave a box empty to use the standard wording.
People on this card. Type a different name for this card only, or hide someone. Team totals still count everyone.
IP numbers from corporate
When corporate sends the issued premium for a week, paste it here (or upload their file). Names are matched to your producers. Fix anything it misses, then save. Saved weeks feed the IP report card.
Saved weeks
Backups
Download everyone's sales and activity for the year picked at the top (or All time) and keep a copy each January. Nothing is ever erased when a new year starts — the year picker just gives everyone a clean slate.
Who can sign in
Only the email addresses on this list can get in. Add a producer, then send him the link to this page. Gmail users can tap Continue with Google. Anyone else (Outlook, Yahoo, iCloud, work email) types his email and taps Email me a sign-in link.
Agencies
Everyone rolls up into the top agency. When a team earns its own agency, add it here, then tap Edit on each member in "Who can sign in" and pick the new agency. His numbers move with him, get a tag with the agency's name, and still count in the top agency's totals.
Comp grid (edit rates)
Change a rate here and every producer's math updates, in every agency. Type rates as percents, like 75.