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.