Company Overview
All lines · YTD 2026
Total AP Written
Annualized Premium · YTD
Medicare Enrollments
—
YTD enrollments
Policies In Force
—
All lines, active
Avg AP / Policy
AP ÷ policies (excl Medicare)
Agent Retention
—
Rolling period
Monthly AP Trend by LineLast 12 months
YTD AP Mix
Sales by Line (YTD)
| Line | AP / Vol | Policies | Avg AP / Policy | % of Total |
|---|
2026 Goal Attainment
Agent Performance
All lines · YTD 2026
Active Agents
—
Active in current period
Avg AP / Agent
YTD per agent
Avg Policies / Agent
—
YTD per agent
New Agents Recruited
—
YTD
Monthly Agent Production Trend
Agent Tier Distribution
Top Agent Leaderboard
| # | Agent | Agency Owner | Tier | Primary Line | State | YTD Premium | Policies | Persistency |
|---|
Persistency & Retention
Rolling period view
12-Month Persistency
—
Issued > 12 mo ago, still active
13–24 Mo Persistency
—
Issued 13–24 mo ago, still active
Snapshot Active Rate
—
All policies, no time bound
Lapse Rate
—
Lapsed / (Active + Lapsed)
AP at Risk
—
Policies 61–90 days late
12-Month Persistency Trend by Line
Lapse Reasons
Persistency by Policy Year (Heat Matrix)
Cell color: green ≥90%, amber 80–90%, red <80%. Click cell to drill in.
Geographic Distribution
Premium & policies by state · YTD 2026
Active States
—
States with ≥ 1 policy YTD
Top State
—
Highest premium state
Fastest Growing
—
Period-over-period
States Below Goal
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Under threshold
US AP Heat Map
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Top 10 States by AP
| # | State | AP | Policies | vs Goal |
|---|
AP by Region
Carrier Performance
All lines · YTD 2026
Active Carriers
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In current period
Top Carrier Share
—
—
Fastest Growing
—
Period-over-period
Active Products
—
Across all carriers
AP by Carrier (Top 12)
Concentration Risk
Carrier & Product Performance
| Carrier | Line | Products | YTD AP | Policies | Persistency | Chargebacks | Trend |
|---|
💰 IMO Commission Revenue CEO ONLY
YTD · auto-calculated from uploaded commission files
Commissions Received
—
Gross commission revenue
Chargebacks
—
Reversals & clawbacks
Net Commission
—
Commissions − Chargebacks
Carriers Paying
—
Active commission sources
Monthly Commission Revenue
Commission by Carrier
Carrier Commission Detail
| Carrier | Line | Commissions | Chargebacks | Net | % of Net |
|---|
📒 P&L (Manual Upload)
No P&L uploaded yet
Total Revenue
—
YTD 2026
Total Expenses
—
YTD 2026
Net Income
—
YTD 2026
Net Profit Margin
—
Profitability
Revenue vs Expenses (Monthly)
Net Income (Monthly)
P&L Detail
Agency View
By upline · YTD 2026
Agency Owners
—
Configured in Data tab
Agents Affiliated
—
Total assigned agents
Avg AP / Owner
Per agency owner
Avg Goal Attainment
—
Average across owners
Agency Owners
| Owner | Agency | Agents | YTD Premium | Policies | Persistency | Goal % |
|---|
Book of Business — Data Uploads
Multi-carrier upload engine
📤 Sale Submissions
New policies / applications written. Expected fields: Agent Name, Policy ID, Premium (or Enrollment), Status, Policy Date, optional State.
Drop a submissions file here
Accepts .csv, .xlsx, .xls, .txt, .tsv · one carrier at a time
💰 CommissionsCEO ONLY
IMO commission revenue from carriers (not agent payouts). Expected fields: Writing Number, Policy ID, Commission Amount, Chargeback Amount, Pay Date. Agency Owners and Agents cannot see this data.
Drop a commissions file here
Accepts .csv, .xlsx, .xls, .txt, .tsv · one carrier at a time
Uploaded Files
Total records: 0
Carrier → Insurance Line Detection
Carrier names are matched against this list to infer the insurance line. The wizard always lets you override.
LIFE
Mutual of Omaha, Protective Life, AIG, Pacific Life, North American, Banner, Principal, John Hancock, Lincoln, Prudential, Securian, Foresters, American Home Life
MEDICARE
Aetna, Humana, UnitedHealthcare, Cigna, Wellcare, Anthem, BCBS, Blue Cross, Devoted, Oscar, Centene, Molina
ANNUITIES
Transamerica, Athene, American Equity, Allianz, Midland National, Global Atlantic, Jackson, Symetra
🏛️ Manage Agency Owners
Add the agency owners (uplines) you want to track. Agents in the table below pull from this list.
👥 Agent → Agency Owner Assignment
0 agents
Assign each agent to their upline once. The mapping is saved in your browser and applied across all uploads.
| Agent | Premium | Policies | Assign To |
|---|
Life Insurance
YTD 2026
YTD AP
Life line
New Policies
—
Written YTD
Persistency
—
Rolling 12 months
Goal Attainment
—
vs annual target
Monthly AP Trend
Product Mix
Top Carriers — Life
| # | Carrier | Premium | Policies | Share |
|---|
Top Agents — Life
| # | Agent | Premium | Policies |
|---|
Medicare
YTD 2026
YTD Enrollments
Medicare uses enrollments
New Enrollments
—
First-time enrollees
Persistency
—
Rolling 12 months
Goal Attainment
—
vs annual target
Monthly Enrollment Trend
Product Mix
Top Carriers — Medicare
| # | Carrier | Enrollments | Share |
|---|
Top Agents — Medicare
| # | Agent | Enrollments |
|---|
Annuities
YTD 2026
YTD Premium
Annuities line
Contracts Written
—
YTD
Persistency
—
Rolling 12 months
Goal Attainment
—
vs annual target
Monthly Premium Trend
Product Mix
Top Carriers — Annuities
| # | Carrier | Premium | Contracts | Share |
|---|
Top Agents — Annuities
| # | Agent | Premium | Contracts |
|---|