Insights

Every active, issued, pending, lapsed, and in-grace policy with carrier, product, premium, face, and state.

In-force retention trend and the status-derived at-risk rescue queue (in-grace + lapsed).

Agent of Record letters in flight and decided. Approval rate, average days to decision, denials with notes.

Open applications by stage with days in stage and next-move flags. Drop-off detection.

Posted and expected commissions by carrier, with first-year, renewal, trail, and bonus broken out.

First-year policies inside the chargeback window. Dollar exposure if each lapses today.

Commissions by lead source - mailer, referral, AI campaign, event. ROI per channel.

Year-to-date annualized premium, policy count, and average APV from your book.

Pace against annual goals - premium, policies, recruits, contacts. Per-quarter actual vs target.

Calls, conversations, quotes, applications, and issued policies for the trailing 12 months.

Every carrier appointment, state coverage, commission level, and current step in contracting.

Resident and non-resident licenses, lines of authority, expiration dates, CE hours by cycle.

AHIP, FFM, carrier product certifications. Status, completion date, expiration, retake plan.

Replacement forms, suitability questionnaires, illustration deliveries, e-sign timestamps.

Line-by-line commissions ledger backing the 1099-NEC from each carrier. Match-ready for your CPA.

Annual commissions, overrides, and bonuses grouped by carrier with EIN. The accountant view.

E&O premiums, license renewals, AHIP, CE hours, lead spend. Auto-categorized for Schedule C.