Your business at a glance
Every number below updates the moment you log a sale or a day of activity.
This month's goals
Recent sales
Carriers you've written
Business health
Log a sale
Pick the carrier, then the product type, then the product. Your commission shows up on the right as you go.
My book
Every policy you've written. Tap one to update its status or add the policy number.
- Open your Sales Tracker in Google Sheets.
- Click File → Download → Microsoft Excel (.xlsx).
- Choose that file here. Your Sales Log, Daily Tracker and My Comp Level come over in one go. Nothing changes in your Google Sheet.
Or paste Sales Log rows instead
In your Google Sheet, open the Sales Log, select your rows from column A (Date) across to column W (Policy #), copy, and paste below. Commission is recalculated here from the comp grid and your comp level history.
Daily activity
Log your numbers at the end of each day. Saving the same date again updates it.
Recent days
My comp
When your comp goes up, add one row with the date it took effect. Deals you already logged keep the level they were sold at.
This is for your own tracking and estimates. It doesn't change what a carrier actually pays you.
Level history
Look up a rate
Your level is highlighted. A dash means the carrier hasn't published that level for this product yet, so the next level down is used.
Goal planner
Set your monthly goals, then pick a bigger premium goal and see what it takes to hit it. Every slider starts at your real numbers. Drag one to plan with your own number, or tap "Use mine" to go back.
Monthly goals
These fill the goal bars on your Home tab each month.
Plan it out
What if your leads perform better or worse?
Team
Only you see this tab. Each producer sees just their own numbers.
AP counts every app written, including ones still in underwriting. Declined, missed payment and chargebacks are left out. Week runs Sunday–Saturday.
Tap a producer's name to open their numbers.
Activity scorecard
Pending business
Lead vendors
Share reports
Backups
Download everyone's sales and activity for the year picked at the top (or All time) and keep a copy each January. Nothing is ever erased when a new year starts — the year picker just gives everyone a clean slate.
Who can sign in
Only the Gmail addresses on this list can get in. Add a producer, then send him the link to this page. He signs in with that Gmail.
Comp grid (edit rates)
Change a rate here and every producer's math updates. Type rates as percents, like 75.