Activity Center
Leads
Dataview
Fact Finder
Production
Quote Pool
Commissions
Dial: 0 Ask: 0 Quote: 0 Appt Set: 0 X-Date: 0 Email: 0 Dial Success Rate: 00 Ask Success Rate: 00 Activity ID: 0
Customer ID: 0
New
Dial Ask Quote Sold App More Charts

Call Back, Appt Set & On Date To Do's

No Date & By Date To Do's (0)

Open Quotes

Renewals

Birthday

   
   
   
   
   
Agency Your Leads Action Dates List Renewal Source < > Access:
Showing all records
Home
X-Date
Policy Info
Fact Finder
Log Result
Referral Ask
PCS
Rates
Renewal
download-ezlynx
download-ezlynx
New Customer loading
Applicant
Vehicle
Drivers
Incidents
Residence
Current Coverage
Toys
Property
Questionnaire
Dataview
Commercial Auto
Commercial Drivers
Commercial Fire
Commercial Current Carrier
Umbrella
Life Insurance
Applicant
Name: Gender:
Address: DOB:
City/St Zip: / Email:
Home Phone: Occupation:
Cell Phone: Marital Status:
Work Phone: Education:
       
Co-Applicant
Name: Gender:
Cell Phone: DOB:
Work Phone: Email:
Occupation: Relation:
Education:    
How many vehicles do you insure?
Year: Make:Loading gif Model:
Year Purchased: Vehicle Use: Damaged/Salvage Title:
VIN (0): Titled To: Annual/To Miles:
Driver: Ownership: Coverage:
Original Owner: Rideshare: Gap Insurance:
Expect OEM: Is the loan balance higher than the blue book?
Custom Equipment: Suspension Lifted:    
Note:
Are you open to getting more discounts by allowing a telematic device to track your driving habits?
Do you have AAA? If no, would you expect your insurance to pay towing or roadside assistance expense?
If your vehicle is in the body shop as a result of an accident, would you expect your insurance to pay your rental car expense?
If your windshield needed to be replaced today, how much would you want to pay?
If your vehicle was vandalized, you hit an animal or had hail damage how much of a deductible are you willing to pay towards those repairs?
If your vehicle was damaged from a collision with another vehicle or object, how much of a deductible are you willing to pay towards those repairs?
Would you be interested in going to higher deductibles to reduce premium?
What's the most you'd be willing to pay?
Do you have health insurance?
What would best describe your financial situation?
Paying your premium in full can get you a pretty big discount, so I was wondering if paying your premiums every 6 months or annually an option?
Do you have an umbrella policy?
How many drivers?
How does your/their name appear on your/their driver's license?
First Name: Last Name: Gender:
DOB: Drivers License: DL State:
Relation: Email: Cell:
Rated Status: DL Status: Defensive Driver:
Education: Student > 100 miles:    
Discounts:    
SR 22: SR 22 Start Date: SR 22 End Date:
Note:
How many accidents have you had in the 3 to 5 years?
How many tickets have you had in the 3 to 5 years?
How many comp losses have you had in the 3 to 5 years?
Do you own any of the following:
             
Motorcycle Count:
ATV Count:
Year: Make: Model:
VIN (0): Ownership: Coverage:
CC's: Purchase Price: Current Value:
Custom Equipment: Vehicle Use: Annual Miles:
Rider: MC Endorsement:    
Current Carrier Info
Collision Deductible: Comp Deductible: Roadside Coverage:
Liability Limits: Uninsured Liability: UMPD:
Medical:        
Note:
RV Count:
Year: Make: Model:
VIN (0): Ownership: Coverage:
Slides: Purchase Price: Current Value:
Custom Equipment: Vehicle Use: Days Used Per Year:
Original Owner Garaging Zip Code:    
Current Carrier Info
Current Carrier: Premium: Renewal:
Collision Deductible: Comp Deductible: Roadside Coverage:
Liability Limits: Uninsured Liability: UMPD:
Medical:        
Note:
Travel Trailer Count:
Year: Make: Model:
VIN (0): Purchase Price: Current Value:
Ownership: Coverage: Year Purchased:
Length: # Of Slides: Days Used Per Year:
Personal Property: Want Roadside: Rented To Others:
Current Carrier Info
Collision Deductible: Comp Deductible: Roadside Coverage:
Liability Limits: Uninsured Liability: UMPD:
Medical:        
Note:
Utility Trailer Count:
Year: Make: Model:
VIN (0): Ownership: Coverage:
CC's: Purchase Price: Current Value:
Custom Equipment: Vehicle Use: Annual Miles:
Rider: MC Endorsement:    
Current Carrier Info
Collision Deductible: Comp Deductible: Roadside Coverage:
Liability Limits: Uninsured Liability: UMPD:
Medical:        
Note:
Boat Count:
Year: Make: Model:
VIN (0): Ownership: Coverage:
Length: Hull Material: Type:
Sub-Type: Engine Type: Horsepower:
Max Speed: Fuel Type: Education Level:
Equipment:
Trailer Name: Trailer VIN (0): Trailer Value:
Current Carrier Info
Collision Deductible: Comp Deductible: Hull Coverage
Liability Limits: Uninsured Liability: UMPD:
Medical: Personal Property : Roadside Coverage:
Note:
Jet Ski Count:
Year: Make: Model:
VIN (0): Ownership: Coverage:
CC's: Purchase Price: Current Value:
Custom Equipment: Vehicle Use: Annual Miles:
Rider: MC Endorsement:    
Current Carrier Info
Collision Deductible: Comp Deductible: Roadside Coverage:
Liability Limits: Uninsured Liability: UMPD:
Medical:        
Note:
How many properties do you insure?
 
Property type #1:  
Property Use: Purchased (M/Y): In a HOA:
Rent per month: Months rented: Vacant:
Dogs Count: Breed:    
Building Information
Address: City/State: / Zip:
Year Built: Foundation: Pct Finished:
Stories: Sq Feet: Style:
Fire Hydrant: Fire Station: City Limits:
 
Exterior Information
Roof Material: Roof Replaced: Impact Resistant
Roof Replacement: Sewer Concern? Solar Panel Cnt:
Exterior Walls: Garage: Garage Sizes: Cars
Deck: Sq Ft   Patio: Sq Ft   Porch: Sq Ft  
Hot Tub: Pool: Trampoline:
Detached Structure: Detached Structure: Detached Value:
           
Interior Information
Kitchen Grade: Bathrooms: - Full - 3/4 - 1/2 Bath Grade:
Flooring: Hardwood   Carpet   Tile   Laminate   Vinyl      
Fireplace: #   Wood Stove: Last Inspected:
Heating: Heating Updated: Central Air:
Plumbing: Updated: Wiring: Updated: Household Smoker:
           
Home Features
Dead Bolts: Burglar Alarm: Fire Alarm:
Protective Device: Home Business: Equipment Coverage:
           
Current Carrier Info
Current Carrier: Premium: Renewal Date:
Deductible: Deductible (Wind/Hail): Dwelling:
Other Structure: Personal Property: Loss of Use:
Liability: Medical: Water Backup:
Losses:
Notes:
           
Purchased (M/Y): Property Use: HOA Insured?
Rent per month: Months rented: Vacant:
Dogs Count: Breed:    
Building Information
Address: City/State: / Zip:
Year Built: Unit Sq Ft: Floor Located:
Kitchen Grade: Flooring: Hardwood   Carpet   Tile   Laminate   Vinyl  
Bathrooms: - Full - 3/4 - 1/2 Bath Grade: Bathroom Count:
Fireplace: #   Wood Stove: Last Inspected:
Heating: Heating Updated: Central Air:
Plumbing: Updated: Wiring: Updated: Household Smoker:
Dead Bolts: Burglar Alarm: Fire Alarm:
Protective Device: Home Business: Equipment Coverage:
Current Carrier Info
Current Carrier: Premium: Renewal Date:
Dwelling: Personal Property: Loss Assessment:
Liability: Medical: Loss of Use:
Deductible: Deductible (Wind/Hail): Loss Assessment
Losses:
Notes:
           
Purchased (M/Y): Property Use: In a HOA:
Rent per month: Months rented: Vacant:
Dogs Count: Breed:    
Building Information
Address: City/State: / Zip:
Model Year: Width: Length:
Park Name: Tied Down: Coverage Amount:
Current Carrier Info
Current Carrier: Premium: Renewal Date:
Dwelling: Personal Property: Loss Assessment:
Liability: Medical: Loss of Use:
Deductible: Deductible (Wind/Hail):    
Losses:
Notes:
           
Purchased (M/Y): Property Use:    
Rent per month: Months rented: Vacant:
Dogs Count: Breed:    
Building Information
Are you responsible for any of the outside structure of the property? HOA Insured:
Address: City/State: / Zip:
Year Built: Foundation: Pct Finished:
Stories: Sq Feet: Style:
Fire Hydrant: Fire Station: City Limits:
End/Middle Unit:        
 
Interior Information
Kitchen Grade: Bathrooms: - Full - 3/4 - 1/2 Bath Grade:
Flooring: Hardwood   Carpet   Tile   Laminate   Vinyl      
Fireplace: #   Wood Stove: Last Inspected:
           
Exterior Information
Roof Material: Roof Replaced: Impact Resistant
Roof Replacement: Sewer Concern? Solar Panel Cnt:
Exterior Walls: Garage: Garage Sizes: Cars
Deck: Sq Ft   Patio: Sq Ft   Porch: Sq Ft  
Hot Tub: Pool: Trampoline:
Detached Structure: Detached Structure: Detached Value:
Heating: Heating Updated: Central Air:
Plumbing: Updated: Wiring: Updated: Household Smoker:
           
Home Features
Dead Bolts: Burglar Alarm: Fire Alarm:
Protective Device: Home Business: Equipment Coverage:
           
Current Carrier Info
Current Carrier: Premium: Renewal Date:
Deductible: Deductible (Wind/Hail): Dwelling:
Other Structure: Personal Property: Loss of Use:
Liability: Medical: Water Backup:
Loss Assessment        
Losses:
Notes:
           
Purchased (M/Y): Property Use:    
Rent per month: Months rented: Vacant:
Dogs Count: Breed:    
Building Information
Address: City/State: / Zip:
Year Built: Foundation: Pct Finished:
Stories: Sq Feet: Style:
Fire Hydrant: Fire Station: City Limits:
Are you responsible for any of the outside structure of the property? HOA Insured:
How many family units are within the property?    
 
Exterior Information
Roof Material: Roof Replaced: Impact Resistant
Roof Replacement: Sewer Concern? Solar Panel Cnt:
Exterior Walls: Garage: Garage Sizes: Cars
Deck: Sq Ft   Patio: Sq Ft   Porch: Sq Ft  
Hot Tub: Pool: Trampoline:
Detached Structure: Detached Structure: Detached Value:
Heating: Heating Updated: Central Air:
Plumbing: Updated: Wiring: Updated: Household Smoker:
           
Interior Information
Kitchen Grade: Bathrooms: - Full - 3/4 - 1/2 Bath Grade:
Flooring: Hardwood   Carpet   Tile   Laminate   Vinyl      
Fireplace: #   Wood Stove: Last Inspected:
           
Home Features
Dead Bolts: Burglar Alarm: Fire Alarm:
Protective Device: Home Business: Equipment Coverage:
           
Current Carrier Info
Current Carrier: Premium: Renewal Date:
Deductible: Deductible (Wind/Hail): Dwelling:
Other Structure: Personal Property: Loss of Use:
Liability: Medical: Water Backup:
Losses:
Notes:
           

Do you own or rent your home?

Is your home an apartment, condo, townhouse, multi family, or single family dwelling?

Replaced By Resident Type
Purchased (M/Y): Number of occupants? In a HOA?
If less than 2 years, what was your previous address:
Previous Address: Previous City/State: / Previous Zip:
Dogs Count: Breed:    
 
Building Information
Address: City/State: / Zip:
Year Built: Foundation: Pct Finished:
Sump Pump:        
Stories: Sq Feet: Style:
Fire Hydrant: Fire Station: City Limits:
 
Exterior Information
Roof Material: Roof Replaced: Impact Resistant
Roof Replacement: Sewer Concern? Solar Panel Cnt:
Exterior Walls: Garage: Garage Sizes: Cars
Deck: Sq Ft   Patio: Sq Ft   Porch: Sq Ft  
Hot Tub: Pool: Trampoline:
Detached Structure: Detached Structure: Detached Value:
           
Interior Information
Kitchen Grade: Bathrooms: - Full - 3/4 - 1/2 Bath Grade:
Flooring: Hardwood   Carpet   Tile   Laminate   Vinyl      
Fireplace: #   Wood Stove: Last Inspected:
Heating: Heating Updated: Central Air:
Plumbing: Updated: Wiring: Updated: Household Smoker:
           
Home Features
Dead Bolts: Burglar Alarm: Fire Alarm:
Protective Device: Home Business: Equipment Coverage:
Floaters: $ Jewelry   $ Firearms   $ Collectibles
Do you plan to buy a new home or refinance in the near future? What year?
Losses:
Notes:
Move In Date (M/Y): Number of occupants?    
If less than 2 years, what was your previous address:
Previous Address: Previous City/State: / Previous Zip:
Dogs Count: Breed:    
 
Building Information
Address: City/State: / Zip:
Personal Property Unit Sq Ft: Year Built:
Floaters: $ Jewelry   $ Firearms   $ Collectibles
Do you plan to buy a new home or refinance in the near future? What year?
Notes:
Current Auto Coverage:
Carrier: How Long: Premium:  
Renewal: Renewal Cycle: Pay In Full:
Limits: / Uninsured: Medical:
Note:
Current Homeowners Coverage:
Carrier: Premium: Renewal:
Dwelling: Other Structure: Personal Property:
Liability: Medical: Loss Of Use:
Deductible: Deductible (Wind/Hail): How Is It Paid:
Water Backup: Replacement Cost: Extended Dwelling:
Floaters: $ Jewelry   $ Firearms   $ Collectibles
Note:
Current Renters Coverage:
Do you have renters insurance?
Carrier: Deductible: Renewal:
Personal Property: Liability:    
Premium: How Is It Paid:    
Floaters: $ Jewelry   $ Firearms   $ Collectibles
Note:
Do you pay a life insurance premium or have life insurance through your employer?
Would you like me to review that part of your insurance as well?
What would you want life insurance to do for you?
What's the balance of mortgage or how much would you need to buy house?
How much is your mortgage or rent payment?
Do you use tobacco in any form?
Have you ever submitted a claim thinking something was covered, only to find out it wasn't?
On a scale from 1 to 10, ten being very knowledgeable. What number would you use to rate your understanding of insurance and how to best use it to protect yourself?
Do you prefer having an agent looking out for your best interest or do you prefer doing things yourself?
Do you own a business?
Umbrella
Amount Current Carrier Premium
Name: Gender:
Resident Address: DOB:
City/St Zip: / Work Phone:
Cell Phone: Home Phone:
How many commercial vehicles do you insure?
Year: Make: Model:
Personal Use: Cost New: Annual Miles:
VIN (0): Ownership: Coverage:
Vehicle Category: Hitch Type: Radius (One Way):
Gross Weight: Driver:    
Attached Equipment: Loan > blue book? Gap Insurance:
Note:
Are you open to getting more discounts by allowing a telematic device to track your driving habits?
If your vehicle is in the body shop as a result of an accident, would you expect your insurance to pay your rental car expense?
If your windshield needed to be replaced today, how much would you want to pay?
If your vehicle was vandalized or you hit an animal how much are you willing to pay towards your repairs?
If your vehicle was damaged from a collision with another vehicle or object, how much would you want to pay towards repairs?
What's the most you could afford to pay?
Business name?
Type of business?
How is the business structured?
What is the name of the owner, CEO or president?
Owner, CEO or president DOB?
Do you have a USDOT number?
If no, do you plan to obtain a USDOT number in the next 60 days?

Companies will likely have a USDOT Number if any of the following apply:

  1. The business requires federal operating authority (has a MC Number)
  2. The business has vehicles exceeding 10,000 lbs GVW and is involved in interstate commerce
  3. The business has vehicles designed to transport more than 8 passengers and is involved in interstate commerce
  
Do you have a General Liability or Business Owner Policy?
What year did the business begin?
EIN?
How much liability coverage do you need?
Do you have a commercial umbrella policy?
How many drivers?
How does your/their name appear on your/their driver's license?
First Name: Last Name: Gender:
Rated: DOB: Drivers License:
Relation: Defensive Driver: SR 22:
Current Commercial Auto Coverage:
Carrier: How Long: Premium:  
Renewal: Renewal Cycle:    
Limits: / Uninsured: Medical:
Note:

 

Current General Liability Coverage:
Current Insurance Carrier: Current liability limits:
Current premium: Current renewal date:
Number of claims in the last 5 years:
Current Workers Comp Coverage:
Current Insurance Carrier: Current annual payroll:
Current premium: Current renewal date:
Number of claims in the last 5 years:
Name: Gender:
Resident Address: DOB:
City/St Zip: / Work Phone:
Cell Phone: Home Phone:
About Location
Business name?
Is your business address different than your residential address?
Business physical address?
Business physical city, st, zip?
Do you lease or own your business location?
Business mailing address?
Business mailing city, st, zip?
About Business
Description:
Type of business?
How is the business structured?
Years of industry experiences:
What year did the business begin?
Are you the owner, CEO or president?
Who is the owner?
Owner, CEO or president DOB:
EIN:
Business website:
Business Sales & Payroll
Number of full time employees:
Number of part time employees:
Do you use sub-contractors?
Annual sales:
Annual payroll (not including sub-contractors, clerical, or owner):
Annual clerical payroll:
What percent of annual sales is paid to sub-contractors:
Building Information
Building construction type:
Total square footage of building:
Total square footage occupied:
Year built:
Number of stories:
Roof replaced:
   
100% sprinklered:
Do you have a central station alarm (3rd party company):
Additional Information
How much business property coverage do you need?
How much tool coverage do you need?
How much equipment coverage do you need?
Do you do anything with new construction or track homes?
How much liability coverage do you need?
Current General Liability Carrier:
Number of claims in the last 5 years:
Do you need a workers compensation policy?
Do you have a commercial umbrella policy?

BOP coverage options

A basic businessowners policy typically includes three or four key coverages:

  • Commercial property insurance, which protects your building, equipment and inventory.
  • General liability insurance, which helps cover any medical expenses and bodily injury/property damages you and your employees are legally responsible for.
  • Business income, which helps you pay bills and employees if your business has to temporarily close.
  • Crime insurance, which helps protect your business from fraud, theft and forgery.

Additional BOP coverage options include:

  • Accounts receivable, which protects against losses from unpaid invoices.
  • Cyber liability, which covers attacks and damages to computer systems or electronic data.
  • Equipment breakdown, which covers your equipment, including computers.
  • Personal and advertising injury, which covers copyright infringement, libel and slander.
  • Rented vehicles, which provides liability coverage for vehicles you lease, hire or borrow.
  • Employment Practices Liability, which covers liability of wrongful acts arising from the employment process.

When considering a BOP, keep in mind that it often makes sense to choose overage specific to your industry and that some coverages aren't available in a BOP, such as business auto, workers' compensation, and employee benefits.

What general liability doesn’t cover

You might have additional insurance needs that arent covered by general liability insurance. There are many other products available to protect your business. Here’s a short list:

  • Owned commercial property - protected along with other equipment and goods under business owner’s policy (BOP).
  • Employee injuries - coverage for your employees is required by most states, and is only available under workers’ compesation.
  • Professional mistakes - if your business provides a service or advice you’ll want to consider professional liability insurance.
  • Commercial vehicles - vehicles used for business are protected under a commercial auto policy. A personal auto policy won’t cover work related incidents.
Vehicle Comprehensive Collision Glass Rental Roadside UMPD Rideshare Custom Equipment
 
Motorcyle Comprehensive Collision Rental Roadside UMPD Custom Equipment
 





Year: Make: Model:
VIN ( 0):: Ownership: Coverage:
CC's: Purchase Price: Current Value:
Custom Equipment: Vehicle Use: Annual Miles:
Rider: MC Endorsement:    
Current Carrier Info
Renewal Date: Premium:    
Comp Deductible: Collision Deductible: Roadside Coverage:
Liability Limits: Uninsured Liability: UMPD:
Medical: Custom Equipment:    
Note:
Motorcyle Comprehensive Collision Rental Roadside UMPD Custom Equipment
 





Motorcyle Comprehensive Collision Rental Roadside UMPD Custom Equipment
 





Trailer Comprehensive Collision Rental Roadside UMPD Custom Equipment
 





Trailer Comprehensive Collision Rental Roadside UMPD Custom Equipment
 





Boat Comprehensive Collision Rental Roadside UMPD Custom Equipment
 





Jet Ski Comprehensive Collision Rental Roadside UMPD Custom Equipment
 





Golf Cart Comprehensive Collision Rental Roadside UMPD Custom Equipment
 





Snow Mobile Comprehensive Collision Rental Roadside UMPD Custom Equipment
 





Vehicle Comprehensive Collision Glass Rental Roadside UMPD Rideshare Custom Equipment
 
Date Driver Description PD Amount BI Amount Collision
Amount 		MP Amount Vehicle
Involved
Date Driver Description
Date Driver Description Amount Vehicle
First Name: DOB: Gender:
Spouse Name: DOB: Gender:
Do you own or rent?
What is your mortgage payment per month?
What is the balance of your primary mortgage?
Do you have a second mortgage?
What is the balance of your second mortgage?
Second mortgage payment?
How much rent do you pay per month?
If you needed to pay off all your debt today (not including your home) how much would you need (car loans, credit cards, student loans, rental property, etc)?
Approximately, how much do you pay on this debt per month?
How many kids do you have that are under the age of 18?
What is the age of your youngest child?
What would _______ expect to receive from life insurance benefits currently in force if something were to happen to _______?
What would _______ expect to receive from life insurance benefits currently in force if something were to happen to _______?
What is _______'s monthly earned income?
Is _______'s income full-time or part-time?
If _______ is a homemaker, currently not working, or income is part-time, how much would you expect to earn if working full-time today?
What is _______'s monthly earned income?
Is _______'s income full-time or part-time?
If _______ is a homemaker, currently not working, or income is part-time, how much would you expect to earn if working full-time today?
Do you have any other source of income, such as a pension, rental property, trust, etc, that you are currently receiving monthly?
How much do you receive each month?
How much of this additional income would _______ continue to receive in the event of _______ death?
How much of this additional income would _______ continue to receive in the event of _______ death?
Is _______ a tobacco users?
Is _______ a tobacco users?
   
Social Security Benefits Calculator:  
_______'s Survivor Benefits Your Child/Spouse Caring For Your Child
_______'s Family Maximum
_______'s Your Spouse At Normal Retirement Age
   
_______'s Survivor Benefits Your Child/Spouse Caring For Your Child
_______'s Family Maximum
_______'s Your Spouse At Normal Retirement Age
Social Security Benefit Calculator  

Production Report:

Print
Date: (from) (to) IssuedWrittenLog ResultBonus Paid
Filters: Search: Grace Period: Days Count All:
Profile
Flashcard Functions
Flashcard Custom
Bonus Schedule
Import
Carrier Links
First Name:
TRACKING IS OFF!
Line:   Type:   CST:   Code:   Process:   From:   Tech ID:   Btn ID:   Activity ID:  
To Do
Save
Customize
DIAL
0
DSR: 0%
No Answer 0 0%
Wrong # 0 0%
Bailed 0 0%
Ask 0 0%
No 0 0%
Hopeless 0 0%
Appt Set 0 0%
X-Date 0 0%
QUOTE
0
DASR: 0%
Active 0 0%
Bad 0 0%
Bailed 0 0%
Incident 0 0%
Ineligible 0 0%
Rejected 0 0%
Stopped 0 0%
SOLD
0
QSR: 0%
         
GIVE ME
0
 
No 0 0%
Appt Set 0 0%
QUOTE
0
GSR: 0%
Active 0 0%
Bad 0 0%
Bailed 0 0%
Incident 0 0%
Ineligible 0 0%
Rejected 0 0%
Stopped 0 0%
SOLD
0
QSR: 0%
         
PIVOT
0
 
No 0 0%
Appt Set 0 0%
X-Date 0 0%
QUOTE
0
PSR: 0%
Active 0 0%
Bad 0 0%
Bailed 0 0%
Incident 0 0%
Ineligible 0 0%
Rejected 0 0%
Stopped 0 0%
SOLD
0
QSR: 0%
         
APPT SET
0
DSR: 0%
No Answer 0 0%
Bailed 0 0%
Ask 0 0%
No 0 0%
Appt Set 0 0%
X-Date 0 0%
QUOTE
0
APSR: 0%
Active 0 0%
Bad 0 0%
Bailed 0 0%
Incident 0 0%
Ineligible 0 0%
Rejected 0 0%
Stopped 0 0%
SOLD
0
QSR: 0%
Name:
Line:
Source:
Customer Type:
Add
* All fields required

Upload a CSV File

Preview Grouped Table

loading
Dial Ask Quote Sold App Written Entitled
Monthly Quarterly Annually All

Charts

  1. 20 Day Challenge
  2. Success Rate (Cumulative)
  3. Pay Per Activity (Cumulative)
  4. Success Rate (Daily)
  5. Activity To Results
  6. Gravity Status
  7. Production By Source
  8. Quotes By Call Type
  9. Entitled/Written Comparison

Tables

  1. Activity & Production
  2. Pay By Month
  3. Cancelled Policies
  4. Cumulative Activity
  5. Renewal Projection
  6. Production By Call Type
  7. Production By Source
  8. Carrier Production
  9. Quote to Close By Type
  10. Money Management
  11. Taxes
Call Type

Team Member

Start Date
Carrier Report
Call Log
Prime Calling
Call Processes
Call TypeTeam Member

To Do Complete Log

CompletedOpen
Import Commission Statements

Import Commission Statements

Must be a .csv file
Set Goals
User Account Div
Content Div

Programming To-Do List

Name To-Do Goal Date Action

System For IPA's

Forgot Password?
Invalid login credentials. Please try again.