Admin
3 active · 2 unclaimed · $13.8k MTD across the team
Active seats
3
of 5 total
Unclaimed invites
2
codes still open
Policies (team)
59
written across team
MTD commissions
$13.8k
across all seats
Team commissions
Last 6 mo · $326.3k commission · $4.8M premium
Top producers
By MTD premium
- T. Whitman$31.2k
- J. Garcia$28.4k
- B. Owens$22.8k
- M. Klein$19.8k
- L. Cross$18.4k
Commission by agent × month
Darker = higher commission posted
Org
Growth
Finance
Invite codes
Generate a one-time code, then send it to the agent. They paste it at /app/join to claim a seat in your org.
| Code | Role | Invited as | Expires | Created | |
|---|---|---|---|---|---|
| agent | Marcus Delgadomarcus.delgado@reyesfinancial.com | Jul 29, 2026 | Apr 30, 2026 | ||
| agent | Hannah Pruitthannah.pruitt@reyesfinancial.com | Jul 29, 2026 | Apr 30, 2026 | ||
| manager | Devon Marshdevon.marsh@example.com | Expired | Feb 10, 2026 |
3 unredeemed codes (1 expired) - revoking deletes the placeholder seat too.
Seats
All seats in your org - active, invited, and inactive. Use the row menu to change role or deactivate.
| Seat | Invite code | Status | Claimed | Book | Pending | MTD | Last active |
|---|---|---|---|---|---|---|---|
Jordan Garcia jordan@nestplatform.com | Active | Jan 15, 2026 | 30 | 18 | $7.5k | May 21, 2026 | |
Priya Sharma priya@example.com | Active | Jan 22, 2026 | 18 | 9 | $4.1k | May 20, 2026 | |
Daniel Kim dkim@example.com | Active | Feb 4, 2026 | 11 | 5 | $2.2k | May 19, 2026 | |
| Unclaimed seat | Invite sent | - | - | - | - | - | |
| Unclaimed seat | Invite sent | - | - | - | - | - |
5 seats total · 3 claimedCodes expire after 90 days. Resend from the row menu.
Team activity
The 20 most recent events across every claimed seat.
- May 21Jordan GarciaIssued CL Arrow MAX for Aiden Garcia$7.4k
- May 20Jordan GarciaPosted commission · Latoya Johnson MYGA 5$2.9k
- May 20Priya SharmaQuoted Term 25 to a referral
- May 19Jordan GarciaSent IUL illustration to Bruce Carmichael
- May 19Priya SharmaSubmitted MYGA case to Athene$80.0k
- May 19Daniel KimClosed Final Expense case · Liberty Bankers
- May 18Jordan GarciaGenerated AI postcard · Medicare 65+ audience
- May 17Daniel KimUpdated lead pipeline (5 to qualified)
- May 15Priya SharmaAdded 12 leads from new audience