Monthly Overview
Snapshot across all agents for the selected month.
Agent Summary
Click an agent to jump to their full commission report.
| Agent | Role | Location | Auto | Fire | Life | Health | Goal Attainment | Est. Net Commission |
|---|
Net Gain Trend
Enter the current net gain figure straight off the daily report (it already accounts for cancellations) — this replaces the auto-calculated Policy Log number for Team & Location Bonus and gain-based pay math.
Trend
Recent entries
| Date | Location | Auto | Fire |
|---|
Annual Goal Progress
Year-to-date progress toward each annual net gain target, with the pace needed to hit it by year end. Set targets in Settings → Annual Net Gain Goals.
Add / Edit Agent
Trainees are auto-tracked through their 30-60-90 day program based on hire date.
Roster (0)
| Name | Role | Location | Hire Date | Status |
|---|
Daily Activity Log
One entry per agent per day. Saving again for the same agent/date updates that day's numbers. Fields shown below depend on the agent's role — manage that in Settings → Activity Types.
Recent Activity Entries
| Date | Agent | Calls | Quotes | Appts | Reviews |
|---|
Log a Household Sale
For a client buying one or more policies: enter the shared details once below, then add one line per policy. Each line has its own submitted, issued, and chargeback date — status (Written/Issued/Lost) is figured out automatically from which of those are filled in. Auto/Fire lines saved here are assumed to have issued exactly as written — edit the individual policy below in the Policy Log if the issued premium came in different.
Policy Log
| Agent | Policy Holder | Location | Line | Status | Written | Issued | Premium |
|---|
Commission Report
Full monthly breakdown for one agent, including accountability adjustment.
Leaderboard
Rankings for the selected month. Click a column header group or use the location filter to focus on one office.
Activity Leaderboard
Ranked by total activity score (calls + quotes + conversations + appointments completed + reviews + referral asks).
| # | Agent | Location | Role | Calls | Quotes | Conversations | Appts Completed | Reviews | Referral Asks | Score |
|---|
Policies Sold Leaderboard
Ranked by total policies issued this month, across all lines.
| # | Agent | Location | Role | Auto | Fire | Life | Health | Other | Total Issued |
|---|
Conversion Leaderboard
Ranked by overall close rate (issued policies ÷ quotes+conversations). Minimum 5 quotes/conversations to qualify.
| # | Agent | Location | Role | Quotes+Conversations | Issued | Close Rate |
|---|
Location Net Gain & Team Bonuses
Manager team bonuses are calculated per office, based on net gain (issued minus lost) for that month.
Customer Care Manager Gain-Based Pay
$5 per Auto net gain, $10 per Fire net gain, $15 per Life net gain, across both offices combined, per the comp plan.
Annual Manager Bonus (manual entry)
This bonus is a % of the total "Agent Scorecard Bonus" pool and depends on company-wide recognition (Travel tiers, Chairman's Circle, President's Club) which isn't derivable from activity data. Enter the pool amount and check what's been achieved.
Estimated annual manager bonus$0
Import Call Report
Upload your phone system's call activity export (RingCentral "Extension Activity" report — .xlsx or .csv) and inbound/outbound call counts are filled in automatically per agent per day, so reps don't have to track calls by hand. Everything else already logged for that day (quotes, appointments, etc.) is left untouched.
Import Sales Report
Upload a sales export from your agency admin system (columns like Product, Policy Name, Written By, Written Date, Issue Date, Policy Type, Written Premium, Issued Premium, Item Count — .xls, .xlsx or .csv) to bulk-load policies, e.g. to check a past month's commission report against known numbers. Each row becomes one policy record. Business Location defaults to the matched agent's home office. Written/issued premium is assumed to have issued exactly as written — edit an individual policy in the Sales log afterward if it came in differently.
Assumptions & Configuration
The source comp plan PDF left some values blank or open to interpretation. These are editable here so you can correct them to match agency policy exactly.
PDF left this blank for Junior/Senior/Manager/Customer Care roles. % is the max haircut applied at 0% goal attainment, scaling linearly up to 100% attainment.
PDF specifies "up to 50%" explicitly for trainees.
PDF specifies 130% for all roles. Multiplier ramps linearly from 100% goal attainment up to 150% attainment.
Caps the accountability BONUS specifically on Auto & Fire commission at this %, even if overall attainment would earn more. Below-goal penalties still apply normally. Life (and every other line) still gets the full bonus up to the Exceed-goal bonus cap above.
Role Monthly Goals
Used to calculate goal attainment % and the accountability multiplier. Edit if your agency's targets change.
Annual Net Gain Goals
Full-year targets, tracked against the Net Gain Trend on the Dashboard. Auto and Fire are per office (matching the daily net gain entries); Life is agency-wide, computed from issued-minus-lost Life policies for the year.
Activity Types
Control which activities show up on the Daily Activity Log for each role. Uncheck a role to hide that field for them; remove an activity entirely to retire it agency-wide (already-logged history is kept, it just won't be trackable going forward). Add your own custom activities too — these are tracked for reporting only and aren't automatically tied to a commission formula.
Add a new activity type
Assign to roles: