Liberated Financial · Agent Dashboard

Submitted AP · this period

—

Policies

—

Placement rate

—

Team rank

—

Weekly production

Last 8 weeks · AP

Bars pull from your submitted AP by week · current week in silver

Monthly goal

—

My recent sales

Team submitted AP · this period

—

Policies this period

—

team-wide, placed

Latest sales day

—

Active producers

—

writing this period

Leaderboard

MTD · submitted AP

#	Agent	Policies	Submitted AP

Live feed

auto-updating

Client	Agent	Carrier	Product	Annual premium	Status	Submitted

Estimates only. Projected commissions are modeled from submitted AP × carrier comp rate × 75% advance. Actuals settle on carrier pay cycles and are not reflected here.

Projected advance · this cycle

$—

—

Est. annual comp

$—

first-year, submitted

Pending issue

$—

not yet advanced

Est. chargeback risk

$—

—

By agent

this cycle

Agent	Submitted AP	Comp rate	Est. annual comp	75% advance

By carrier

submitted AP

Carrier	Policies	Submitted AP	Est. comp

Insurance toolkit

Carrier portals & contracting

Submit a new application. This mirrors the intake fields and routes to the agency CRM.

Client first name

Client last name

Carrier

Product

Face amount

Annual premium (AP)

Draft date

State

Notes

Team roster

8 agents

Agent	Role	Status	AP · MTD	Joined

Add new agent

Full name

Email

Role

Upline

Resident state

Invite adds them to the Google Sheet and emails a login link.