Liberated Financial · Agent Dashboard

Submitted AP · this period

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Policies

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Placement rate

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Team rank

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Daily production

AP by day

Bars pull from your submitted AP by day · today in silver

Monthly goal

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My recent sales

Team submitted AP · this period

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Policies this period

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team-wide, placed

Latest sales day

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Active producers

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writing this period

Leaderboard

MTD · submitted AP

#	Agent	Policies	Submitted AP

Live feed

auto-updating

Client	Agent	Policy #	Carrier	Product	Annual premium	Status	Submitted

Estimates only. Projected commissions are modeled from submitted AP × carrier comp rate × 75% advance. Payout dates model effective date + 8 calendar days (Baltimore Life pays Tue/Fri), weekends rolled to Monday. Several carrier comp rates are still placeholders.

Projected advance · this cycle

$—

—

Est. annual comp

$—

first-year, submitted

Pending issue

$—

not yet advanced

Est. chargeback risk

$—

—

Include pending

All carriers

Pays effective date + 8 calendar days

Assumes the first draft cleared.

Baltimore Life

Effective + 7 days, then the next Tuesday or Friday

Lands on eff+7 itself if that day is already a Tue or Fri.

Weekends

Saturday and Sunday roll forward to Monday

Applied after the carrier rule, so Mondays run heavy.

SUN

MON

TUE

WED

THU

FRI

SAT

Insurance Toolkits

FEX quoter · runs live from insurancetoolkits.com

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Carrier portals & contracting

New sold policy

Routes into the agency CRM

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Team roster

8 agents

Agent	Email	Role	AP · MTD

Add new agent

First name

Last name

Email

Phone

Role

Adds them to Cloudflare Access (portal login) and the sales-form agent dropdown. Name must match the sheet's Agent Name column.