Built from real agent dashboard workflows

    Manage every deal stage.
    See every dollar.

    Track pending and active deals, monitor advances vs incoming commissions, and stay on top of carrier production from one clean dashboard.

    14-day free trial

    Policy Profit Dashboard

    Real-time deal and commission visibility

    Live sync
    +9.4%

    Pending Commissions

    $18,420

    +6.8%

    Active Deals

    126

    +3.1%

    Profit Margin

    31.6%

    Incoming commission trend

    Last 12 months

    Snapshot

    Close rate

    42.8%

    Chargebacks

    3 this month

    Top carrier

    Transamerica

    Supported carriers

    9 connected

    Americo
    Ethos
    NLG
    F&G
    Transamerica
    Instabrain
    Aflac
    Aetna
    Combined
    Americo
    Ethos
    NLG
    F&G
    Transamerica
    Instabrain
    Aflac
    Aetna
    Combined

    Don't see your carrier? You can request we add a new carrier anytime.

    FEATURES

    Built around how agents actually work

    Inspired by real workflows from the production dashboard: deal stages, carrier data, reporting, and profit clarity.

    Pending vs Active Deal Tracking

    See pending deals and active deals in separate views so you always know what is close to paying and what is already producing.

    Reports That Mirror Production

    Break down annual premium, total commissions, monthly trends, and carrier performance over any custom date range.

    Chargeback Visibility

    Track chargeback totals and chargeback count alongside your sales numbers so your true net performance is always clear.

    Support for Multiple Carriers and Products

    Support for multiple carriers and products so you can track your deals across all your carriers and products.

    Profit & Loss Snapshot

    Get a quick view of earned commissions, expenses, and overall margin without building spreadsheets by hand.

    Fast Deal Operations

    Create, edit, filter, and paginate deals quickly so daily production management stays simple as volume increases.

    2 Views

    Pending + Active Pipelines

    6 KPIs

    Reports and P&L Metrics

    1 Hub

    Deals, Carriers, and Products

    0 Guesswork

    Commission Clarity

    PRICING

    Simple, transparent pricing

    Start free for 14 days and cancel anytime.

    All In One

    For individual agents getting started

    $29/month
    Get started

    What's included

    • Pending vs Active Deal Tracking
    • Reports That Mirror Production
    • Chargeback Visibility
    • Support for Multiple Carriers and Products
    • Profit & Loss Snapshot
    • Fast Deal Operations

    Ready to run your deals with clarity?

    Move from scattered spreadsheets to one dashboard for pending deals, active production, carrier performance, and profit tracking.

    Start Free Trial