Sale Tracker
Log a sale — it flows straight into the leaderboard standings.
Log a Sale
Today
Your daily command view.
My Daily Tracker
Tap as you go — saved by production day.Daily Sauce today's note
Tips & carrier notes from the team — anyone can postYour activity
| Metric | Avg / day | Total |
|---|
Team activity
| Producer | Dials | Contacts | Appts | Deals | AP | MTD AP |
|---|
Team Progress
Production pace, pipeline coverage, and tier movement in one view.
Production standings · MTD
select a producer to view progress| # | Producer | Tier | AP | Written |
|---|
30-day outlook
weightedClient Book
Your clients — contact info, policy details, and notes, all in one place.
My Clients
Loading…Contracting & Onboarding
Where each of your carrier contracts stands, plus your new-agent onboarding checklist. (This is your own carrier paperwork — not the recruiting funnel.)
Register with SureLC
New agent onboardingSureLC automates your licensing and contracting with our insurance carriers.
- Click the SureLC registration link below.
- At the bottom, click the blue REGISTER NEW ACCOUNT button.
- Complete the 2 steps on the next screen, then hit CREATE ACCOUNT.
- Check your email for an activation message from SureLC.
- Follow the activation email instructions to finalize registration.
- Complete all missing items so we have everything required to contract you.
- Instructions for navigating SureLC are at the top of its main page. Once you have no Red notifications left, we can send your carrier contracts.
SureLC Contracting
SureLC (by SuranceBay) is the single platform where you request and manage carrier contracts — one login covers every carrier, so there's no per-carrier contracting link.
Launch SureLCCarrier Contracting Status
| Carrier | Portal | Phone | Status | Writing # | Date approved |
|---|
Carrier Contracting Steps
Training
Onboarding curriculum and reference content.
Scripts
Word-for-word scripts, linked out to their Google Docs.
Client Text Templates
Reusable text messages to send clients — follow-ups, appointment reminders, policy-delivery check-ins. Copy one, paste it into your texts, then fill in placeholders like [First Name] and [Agent].
PNL
Income (deposits) vs. expenses, by month. Log deposits and expenses right here.
Log Deposit
Income| Date | Source | Amount |
|---|
Log Expense
Expenses| Date | Category | Note | Amount |
|---|
Profit & Loss by Month
Income (deposits) vs. expenses — last 6 monthsMonthly Breakdown
Deposits, expenses, lead spend, net| Month | Income | Expenses | Lead Spend | Net |
|---|
Lead spend & vendor ROI
The lead-spend expense line — expand for per-vendor spend, AP produced, and ROILog Lead Spend
Your spend| Date | Vendor | Amount |
|---|
Vendor Performance
Sales & advances produced per lead vendor, vs. your spend| Vendor | Sales | AP Produced | Advances | Lead Spend | ROI | Net |
|---|
Carriers
Quick links, support lines, and contracting steps.
Vendors
Add, rename, or deactivate lead vendors and their portal links. Spend & ROI reporting lives in P&L.
Your agency's lead vendors
The vendors you actually buy leads from. This list fills the lead-source dropdown on the sale form and on lead spend, so P&L can tell you what each one returns. It is separate from the FMO directory above, which is who your upline recommends — adding one here does not buy anything, and a vendor in the directory does nothing until you add it here.
My Leads Dry run · no sends yet
Your working screen: the call list to dial, the drip feed of inbound leads, and text templates to copy.
Today's call list
0 to workYour open leads to dial — newest and un-worked first. Tap a number to call. To edit a lead, open it in Client Book.
| Name | Phone | Status |
|---|
Live drip
0 today · newest firstVendors 0
Commissions estimate — pending IMO confirmation
Forward-looking money from your sale log — expected writing commission and downline overrides. Separate from P&L, which tracks actual deposits.
Expected commission on your sales
—Writing commission already booked on each of your sales (AP × your comp % × advance). Estimate.
| Date | Carrier / product | AP | Estimate | State |
|---|
Expected overrides on your downline
—Each override is the spread between your comp % and the person directly below you on the chain, for that carrier & product — an estimate pending IMO confirmation. Lines showing “unavailable” are missing a CompGrid rate or a comp level; they are never counted as $0.
| Date | Carrier / product | Writer | AP | Estimate | State |
|---|
Recruiting
My downline · 0 applicants · 0 live campaigns
People waiting on you
Quick Links
Trackers, licensing, and phone reputation — one click, opens in a new tab.
Branding
White-label this portal for your organization. Branding follows your team down the hierarchy.
Goals & Forms
The mandatory monthly leader goal sheet — synced to your agent record.
Monthly Leader Goal Sheet
Loading…Downline
Your reporting hierarchy — production, goal sheets, and expected overrides.
Expected Overrides
| Agent | Sales Counted | Expected Override |
|---|
Your Downline
Team
Agency hierarchy, roster, and invites.
Agency Hierarchy
Quote & Tools
Standalone sales tools — quoting, carrier fit, routing lookup, and client search. Not connected to the Sale Tracker form.
Quoter
Sample rates — see the flag above| Carrier | Monthly | Annual | Per $1k |
|---|
Carrier Advisor
Real underwriting · live call flow| Carrier | Outcome | Commission | Reason (what drove it) |
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Routing Number Search
Full FedACH directory · ACH only| Institution | ACH routing number(s) · city, state |
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