Commission earnings
8-month view · overlay to compare trends
This month
$0
vs last month
-100.0%
8-month total
$109.4k
3 pending cases need a move from you. Everything else is on track.
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Pipeline
7 signals
In flight2
Open →- approved
Marcus Khan
CL Life · CL Arrow MAX
- issued
Latoya Johnson
Athene · MYGA 5
Quotes out3
Open →- Sent 1d ago
Daniel Foster
Protective · Classic Choice Term 25
- Sent 1d ago
Bruce Carmichael
Columbus Life · Arrow MAX IUL
- Sent 2d ago
Robert Chen
Protective · Classic Choice Term 30
Renewals 30d2
Open →- 1w
Gregory Foster
Mutual of Omaha · Term Life Express
- 3w
Samantha Lee
Protective · Term 20
Today
4 overdue · 5 due · 2 unread · 3 stuck
Overdue(4)
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(5)
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
Book health
View book →Annual premium
$21.4k
11 active
This month
$31.6k
commissions posted