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. 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 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	Role	Status	AP · MTD	Joined

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.