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.
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Policy Profit Dashboard
Real-time deal and commission visibility
Pending
$18,420
Active Deals
126
Margin
31.6%
Commission trend
Last 12 months
Close rate
42.8%
Chargebacks
3
Top carrier
Transamerica
Supported carriers
9 connected
Don't see your carrier? Request we add a new carrier anytime.
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.
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
20+ KPIs
Reports and P&L Metrics
1 Hub
Deals, Carriers, and Products
0 Guesswork
Commission Clarity
Simple, transparent pricing
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Loading plans
Loading plansTrusted by agents in the field
“It takes the guessing out of what we're getting paid.”
Riley
Capitol Life
“I can track everything easily now.”
Jadon
Kumquat Life
“Makes my business trackable and easy to manage.”
Brandon
Family First Life
Ready to run your deals with clarity?
Move from scattered spreadsheets to one dashboard for pending deals, active production, carrier performance, and profit tracking.
