Next 30d commissions
$25.4k+23.4%
vs last month
Good evening
Customize mode3 pending cases need a move from you. Everything else is on track.
Commission earnings
8 moLedger →
Posted
$ , posted commissions, trailing 8 monthsk
$0 this month
$38.1kexpected to postPeak May · $31.6k
Today
to clear today
4 overdue · 5 due · 3 stuck · 2 unread
Overdue
See all 4 →- Overdue
File the F&G suitability form for the Chen MYGA
Robert Chen · admin
- Overdue
Call Steven Maddox back about the Allianz 222 funding
Steven Maddox · call
- Overdue
Send Daniel Foster the Term 25 quote
Daniel Foster · email
Due today
See all 5 →- 11am
Prep for Eleanor Sutton home visit Wed 2pm
Eleanor Sutton · review
- 1:30pm
Call Robert Chen about the Medicare-to-annuity rollover
Robert Chen · call
- 3pm
Email the Athene MYGA e-app link to Aarav Patel
Aarav Patel · email
Pendings needing a move
- 5d
Henry Cho · CL Life
Next: Schedule paramed with client this week.
- 9d
Ravi Park · Protective
Next: Call physician's office to expedite APS.
- 24d
Mira Singh · North American
Next: Escalate to the North American desk. This case is aging.
Unread
- SMS
Daniel Foster
Got the quote - looks great. Can we hop on a quick call this afternoon?
- Email
Steven Maddox
Re: IUL illustration - A few questions on the cap rate assumptions